Tax Senior Manager - Private Client Services

At Eisner Amper, 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 Eisner Amper 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.

We are currently seeking a Tax Senior Manager to manage and grow Client Relationships with our Private Client Services (PCS) Multi Family Office group in San Francisco. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client relationships while demonstrating proficiency in reviewing complex returns, conducting research, and ensuring the overall successful management of our ultra-high-net-worth clients with white-glove service.

Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff.

To be successful in this role, the right candidate will need to be located in San Francisco and be willing to work in-office and meet with clients weekly.

• 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

• Build impactful relationships with clients and maintain relationships with firm leadership.

• Cultivate expertise in and impart specialized knowledge congruent with firm niches, initiatives and needs.

• Take responsibility for accurate time and billing for self and team.

• 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 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

• 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.

• Assist with the training, supervising and ongoing development of associates and seniors.

• Assist with the review of tax returns for individuals, closely held partnerships, simple and complex trusts and estates, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations.

• Bachelor's Degree in Accounting or equivalent field is required

• 8+ years of Family Office, tax compliance and/or tax consulting experience in public accounting or public/Corporate mix

• 8+ years of client facing experience in public accounting

• CPA or Enrolled Agent credentialling required

• Master's Degree in Taxation or relevant field

• Experience using CCH Axcess or Pro Systems tax software

• Experience acquiring new clients and growing a book of business

Eisner Amper 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.

The Eisner Amper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach…