Tax Manager, Trust & Estate - Private Client Services (PCS)

Job Description

At EisnerAmper

, we look for individuals who welcome

new ideas

, encourage innovation, and are

eager

to make an impact. Whether

you are

starting out in your career or taking your next step as a seasoned professional, the

EisnerA

mper

experi

ence is one-of-a-kind. You can design a career

you will

love f

rom top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper

is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the

capacity

to efficiently oversee multiple client engagements while also assisting with

recruitment efforts. 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

on this applic

ation. 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

innovative 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:

Review

and prepare

complex gift,

estate,

and fiduciary income tax returns

.

Provide

tax planning and consulting to

high-net-worth

clients for estate and individual income taxes

.

Research and consult on various estate,

gift,

and trust related issues, such as trustee and beneficiary issues, generation skipping tax issues and wealth transfer planning

.

Build impactful relationships with new and existing clients and

maintain

relationships with firm leadership.

Take responsibility for

accurate

time and billing for self and team.

Responsible for training, supervising and ongoing development of associates and seniors.

Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client

deadlines.

Actively

solicit

new client relationships and

participa

te

in client/potential client seminars to expand networking opportunities.

S

tay 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 effectiv

e delivery of tax

services.

Hold self and direct reports responsible for achieving developmental goals

Mentor and coach junior team members

.

Professional Development:

Participate

in training programs and professional development activities to enhance technical knowledge and develop industry-specific

expertise

.

Basic Qualifications:

Bachelor's degr

ee in accounting

or equivalent

field is

required

Minimum

4

+ years of

experience

with

T

rust and

E

states as well as High Net Worth clients

CPA or IRS Enrolled Agent Certification

required

Preferred/Desired Qualifications:

Master's degree in t

axation

or relevant field

Experience using

GoSystems

or CCH

Axcess

tax software

We strongly believe in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such,

EisnerAmper

is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or protected veteran status, citizenship, or other protected characteristics under federal, state

,

or local law. 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 short- and long-term financial goals. Operating within a culture where we hold each other accountable

to

our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future. As one of the largest and fastest-growing service lines at our firm, we try to make

a large group

feel smaller.

We are

known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what

you are

passionate

about but

pursue it. Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this,

it is

important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics. 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. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public

firms,

and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals,

bankers,

and investors who serve these clients. Should you need any accommodations to complete this application please email: #LI-AC1 #LI-Hybrid Preferred Location:

New York For NYC and California, the expected salary range for this position is between 85000 and 150000

The range for the position in other geographies may vary based on market

differences.The

actual compensation will be determined based on experience and other factors permitted by law.

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