Insurance Account Handler supporting client portfolios and building relationships in Swansea. Offering a hybrid work model with focus on client interaction and customer service.
About the role
- Tax Senior Manager within EisnerAmper overseeing client engagements in Private Client Services. Leading a high-performing team while engaging closely held businesses and individuals.
Responsibilities
- Manage and develop a high-performing team of tax professionals
- Oversee tax planning and compliance functions for closely held businesses and their owners
- Directly engage with business owners, executives, and family decision-makers
- Review complex tax returns for entities and related individuals
- Interpret and analyze financial data to engage clients in meaningful conversations
- Identify necessary book-to-tax adjustments and assist with complex accounting matters
- Develop a working understanding of financial concepts like income normalization and EBITDA
- Mentor staff and seniors on accounting adjustments and related technical topics
- Collaborate with partners to build and expand client relationships
- Serve as a trusted advisor by proactively identifying tax-saving opportunities
- Manage engagement economics, including budgets, timelines, billing, and profitability
- Provide ongoing training, supervision, and mentorship to staff at various levels
- Stay current on changes in federal and state tax laws affecting clients
Requirements
- Bachelor’s Degree in Accounting or equivalent field is required
- 8+ years of progressive tax experience, including compliance and consulting for closely held businesses and their owners
- Significant recent experience in Public Accounting
- Active CPA or IRS Enrolled Agent Certification required
- Master’s Degree in Taxation or relevant field (preferred)
- Demonstrated ability to acquire and expand client relationships and grow a book of business
- Experience using GoSystems or CCH Axcess tax software (preferred)
Benefits
- flexibility to manage your days in support of work/life balance
- culture recognized with multiple top "Places to Work" awards
- numerous Employee Resource Groups (ERGs) to support Diversity, Equity, & Inclusion (DE&I) efforts
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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