Tax Senior Manager, Trust

3 weeks ago


New York, New York, United States EisnerAmper Full time
About the Role

EisnerAmper is seeking a highly skilled Tax Senior Manager to join our Private Client Services (PCS) team. As a Tax Senior Manager, you will be responsible for overseeing tax planning and compliance functions for individuals, trusts, estates, and related entities. You will provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning.

Key Responsibilities
  • Responsible for overseeing tax planning and compliance functions for individuals, trusts, estates, and related entities.
  • Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning.
  • Take on 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 client vendors.
  • Provide training and supervision to staff members, 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, share knowledge, and ensure efficient and effective delivery of tax services.
Requirements
  • Bachelor's Degree in Accounting or equivalent field is required.
  • 8+ years of tax compliance, specialization in individual, fiduciary, estate and gift taxation.
  • Recent Public Accounting experience.
  • CPA or IRS Enrolled Agent Certification required.
About EisnerAmper

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world. We combine responsiveness with a long-range perspective to help clients meet the pressing issues they face today and position them for success tomorrow.


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