Trust & Estate Tax Senior Manager - Private Client Services (PCS) jobs in United States
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EisnerAmper · 9 hours ago

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

positionPhiladelphia, PA
timeFull-time
remoteHybrid
senioritySenior Level, Lead/Staff
money$120K/yr - $200K/yr
date8+ years exp

EisnerAmper is one of the largest accounting, tax, and business advisory firms, and they are seeking a Tax Senior Manager specializing in Trust & Estate to join the Private Client Services practice. The role involves overseeing tax planning and compliance functions for individuals, trusts, and estates while providing expert advisory services and fostering professional growth among staff.

AccountingAdviceConsultingFinanceFinancial ServicesOutsourcing
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H1B Sponsor Likelynote

Responsibilities

Responsible for overseeing 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
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
Hold self and direct reports responsible for achieving developmental goals

Qualification

Tax planningTax complianceCPA certificationPublic accounting experienceGoSystems softwareCCH Axcess softwareBusiness developmentClient relationship managementStaff trainingLeadership skills

Required

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, JD, or IRS Enrolled Agent Certification

Preferred

Master's Degree in Taxation or relevant field
Experience using GoSystems or CCH Axcess tax software

Company

EisnerAmper

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EisnerAmper is a full-service advisory and accounting firm that offers audit, accounting, advisory, consulting, and tax services.
dateFounded in 1963
location
New York, New York, USA
people-size1001-5000 employees
web-link
http://www.eisneramper.com

H1B Sponsorship

EisnerAmper has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (2)
2021 (5)
2020 (1)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
TowerBrook Capital PartnersDeutsche Bank Securities
2021-08-02Private Equity
2021-08-02Debt Financing

Leadership Team

S
Sanjay Desai
Partner and Chief Technology Officer
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Jennifer Cuello
Partner
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Company data provided by crunchbase