EisnerAmper LLP
Tax Senior Manager, Trust & Estate - Private Client Services (PCS)
EisnerAmper LLP, Melville, New York, us, 11775
Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
Ready to make your application Please do read through the description at least once before clicking on Apply. EisnerAmper is seeking a
Tax Senior Manager specializing in Trust & Estate
to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the locations listed below. What it Means to Work for EisnerAmper:
You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
You will have the flexibility to manage your days in support of our commitment to work/life balance
You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
We understand that embracing our differences is what unites us as a team and strengthens our foundation
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts
What Work You Will be Responsible For:
Overseeing tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations.
Providing expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning.
Leading the review of complex tax returns and maintaining regular communication with clients.
Cultivating and nurturing relationships with clients, staff members, and external vendors.
Providing training and supervision to staff, including reviewing and evaluating their work.
Occasional local travel to clients' locations may be required.
Actively soliciting new client relationships and participating in seminars to expand networking opportunities.
Staying updated on changes in tax laws, regulations, and standards, and applying new knowledge to client engagements.
Collaborating with other tax professionals to coordinate efforts and ensure effective service delivery.
Holding self and team accountable for achieving developmental goals.
Basic Qualifications:
Bachelor's Degree in Accounting or related field
8+ years of experience in tax compliance, specializing in individual, fiduciary, estate, and gift taxation
Recent Public Accounting experience
CPA or IRS Enrolled Agent Certification
Preferred/Desired Qualifications:
Master's Degree in Taxation or relevant field
Experience with GoSystems or CCH Axcess tax software
We value diversity and strive to create inclusive environments where colleagues can succeed. EisnerAmper is proud to be an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, age, marital status, disability, or other protected characteristics. About our Private Client Services (PCS) Team: The PCS team connects family-owned, closely held businesses and high net worth individuals with solutions to meet their financial goals. We foster a culture of accountability, teamwork, creativity, and genuine care, providing proactive solutions for our clients' future. About EisnerAmper: EisnerAmper is a leading accounting, tax, and advisory firm with approximately 450 partners and 4,500 employees worldwide. We help clients navigate pressing issues today and position them for success tomorrow. Our clients include financial institutions, startups, public companies, high net worth individuals, and more across various industries. For accommodations during the application process, please email talentacquisition@eisneramper.com. #LI-AC1 #LI-Hybrid
#J-18808-Ljbffr
Ready to make your application Please do read through the description at least once before clicking on Apply. EisnerAmper is seeking a
Tax Senior Manager specializing in Trust & Estate
to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the locations listed below. What it Means to Work for EisnerAmper:
You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
You will have the flexibility to manage your days in support of our commitment to work/life balance
You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
We understand that embracing our differences is what unites us as a team and strengthens our foundation
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts
What Work You Will be Responsible For:
Overseeing tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations.
Providing expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning.
Leading the review of complex tax returns and maintaining regular communication with clients.
Cultivating and nurturing relationships with clients, staff members, and external vendors.
Providing training and supervision to staff, including reviewing and evaluating their work.
Occasional local travel to clients' locations may be required.
Actively soliciting new client relationships and participating in seminars to expand networking opportunities.
Staying updated on changes in tax laws, regulations, and standards, and applying new knowledge to client engagements.
Collaborating with other tax professionals to coordinate efforts and ensure effective service delivery.
Holding self and team accountable for achieving developmental goals.
Basic Qualifications:
Bachelor's Degree in Accounting or related field
8+ years of experience in tax compliance, specializing in individual, fiduciary, estate, and gift taxation
Recent Public Accounting experience
CPA or IRS Enrolled Agent Certification
Preferred/Desired Qualifications:
Master's Degree in Taxation or relevant field
Experience with GoSystems or CCH Axcess tax software
We value diversity and strive to create inclusive environments where colleagues can succeed. EisnerAmper is proud to be an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, age, marital status, disability, or other protected characteristics. About our Private Client Services (PCS) Team: The PCS team connects family-owned, closely held businesses and high net worth individuals with solutions to meet their financial goals. We foster a culture of accountability, teamwork, creativity, and genuine care, providing proactive solutions for our clients' future. About EisnerAmper: EisnerAmper is a leading accounting, tax, and advisory firm with approximately 450 partners and 4,500 employees worldwide. We help clients navigate pressing issues today and position them for success tomorrow. Our clients include financial institutions, startups, public companies, high net worth individuals, and more across various industries. For accommodations during the application process, please email talentacquisition@eisneramper.com. #LI-AC1 #LI-Hybrid
#J-18808-Ljbffr