Supports Financial Advisors in daily investment practice operations and client service. Responsible for paperwork, transactions, appointments, and communication with clients and financial companies.
About the role
- Tax Manager overseeing client engagements, reviewing complex returns, and mentoring staff at EisnerAmper in Private Client Services.
Responsibilities
- Responsible for training, supervising and ongoing development of associates and seniors.
- Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations.
- 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.
- 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.
Requirements
- Bachelor’s Degree in Accounting or equivalent field is required
- 4+ years of tax compliance and/or tax consulting experience in public accounting or public/Coporate mix
- CPA or IRS Enrolled Agent Certification required
- Experience using GoSystems or CCH Axcess tax software
Benefits
- Flexibility to manage your days in support of our commitment to work/life balance
- Participate in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Tax Partner providing compliance and consulting services on tax issues at EisnerAmper. Engaging with high - net - worth individuals and supervising tax staff in Baton Rouge, Louisiana.
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