EisnerAmper
Trust & Estate Tax Senior Manager - Private Client Services (PCS)
EisnerAmper, Woodbridge, New Jersey, United States
Trust & Estate Tax Senior Manager - Private Client Services (PCS)
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EisnerAmper Overview
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. Responsibilities
Oversee tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations. Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning. Lead the primary review of complex tax returns and maintain regular communication with clients. Cultivate and nurture relationships with clients, staff members, and external third-party vendors. Provide training and supervision to staff, including reviewing and evaluating their work. Occasional local travel to clients’ locations may be required. Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements. Collaborate with other tax professionals within the firm to coordinate efforts and ensure efficient and effective delivery of tax services. Hold self and direct reports responsible for achieving developmental goals. Basic Qualifications
Bachelor’s Degree in Accounting or equivalent field is required 8+ years of tax compliance experience, specializing in individual, fiduciary, estate and gift taxation Recent public accounting experience CPA, JD, or IRS Enrolled Agent Certification Preferred/Desired Qualifications
Master’s Degree in Taxation or relevant field Experience using GoSystems or CCH Axcess tax software EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. About EisnerAmper
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We help clients meet today’s issues and position them for tomorrow’s success. Our clients range from startups to global public firms, family offices to nonprofit organizations, across a variety of industries. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family-owned, closely held businesses and high net worth individuals with the solutions they need to reach their financial goals. We emphasize teamwork, creativity, accountability, and genuine care for each other, solving clients’ problems and offering proactive solutions for the future. We work with businesses of all sizes and industries, thinking like entrepreneurs to understand clients and their unique dynamics. Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com Location
Preferred Location: Philadelphia
#J-18808-Ljbffr
at
EisnerAmper Overview
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. Responsibilities
Oversee tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations. Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning. Lead the primary review of complex tax returns and maintain regular communication with clients. Cultivate and nurture relationships with clients, staff members, and external third-party vendors. Provide training and supervision to staff, including reviewing and evaluating their work. Occasional local travel to clients’ locations may be required. Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements. Collaborate with other tax professionals within the firm to coordinate efforts and ensure efficient and effective delivery of tax services. Hold self and direct reports responsible for achieving developmental goals. Basic Qualifications
Bachelor’s Degree in Accounting or equivalent field is required 8+ years of tax compliance experience, specializing in individual, fiduciary, estate and gift taxation Recent public accounting experience CPA, JD, or IRS Enrolled Agent Certification Preferred/Desired Qualifications
Master’s Degree in Taxation or relevant field Experience using GoSystems or CCH Axcess tax software EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. About EisnerAmper
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We help clients meet today’s issues and position them for tomorrow’s success. Our clients range from startups to global public firms, family offices to nonprofit organizations, across a variety of industries. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family-owned, closely held businesses and high net worth individuals with the solutions they need to reach their financial goals. We emphasize teamwork, creativity, accountability, and genuine care for each other, solving clients’ problems and offering proactive solutions for the future. We work with businesses of all sizes and industries, thinking like entrepreneurs to understand clients and their unique dynamics. Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com Location
Preferred Location: Philadelphia
#J-18808-Ljbffr