Tax Senior Associate focusing on private clients and accounting standards at CBIZ, providing tax and advisory services. Collaborating with team members on multiple engagement assignments.
About the role
- Tax Senior Manager overseeing tax planning and compliance for ultra-high net worth individuals at EisnerAmper, a leading accounting firm. Supervising teams, managing client relationships, and delivering innovative tax solutions.
Responsibilities
- Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business
- Oversee tax planning and compliance functions for ultra-high net worth individuals and their families
- Engage with clients to deliver innovative tax planning, consulting, and compliance solutions
- Review of complex tax returns and maintain regular communication with clients
- Cultivate and nurture relationships with clients, staff members, and external vendors
- Provide training and supervision to staff members, including reviewing and evaluating their work
- Solicit new client relationships and participate in client seminars to expand networking opportunities
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
- Master’s Degree in Taxation or relevant field (preferred)
- Experience using GoSystems or CCH Axcess tax software (preferred)
Benefits
- flexibility to manage your days in support of our commitment to work/life balance
- culture that has received multiple top “Places to Work” awards
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