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 Manager overseeing multiple client engagements in Private Client Services at EisnerAmper. Leading tax planning, compliance, and team development activities in a hybrid working environment.
Responsibilities
- Lead, train, supervise, and mentor associates and seniors, providing ongoing feedback and supporting their professional growth
- Prepare and review complex tax returns for closely held corporations, S-corporations and partnerships, as well as related high-net-worth individuals, ensuring accuracy and compliance with tax laws
- Deliver proactive tax planning and consulting services to owners of closely held businesses
- Serve as a trusted advisor to entrepreneurial families and business owners, building long-term client relationships and delivering integrated PCS solutions
- Analyze client financials and engage in meaningful inquiries to ensure accurate transaction recording and deepen understanding of each client’s business
- Demonstrate proficiency in accounting (debits/credits) is essential to be able to assist our clients in these areas
- Manage multiple client engagements, ensuring deadlines, budgets, and quality standards are met
- Stay informed on tax law and regulatory changes affecting closely held entities and private clients, and apply insights to planning opportunities
- Collaborate with other PCS tax professionals and firm leaders to deliver seamless client service and identify tax-saving opportunities
- Participate in business development, including expanding relationships with existing clients, cultivating new client opportunities, and representing the firm at client and networking events
- Contribute to thought leadership and firm initiatives focused on entrepreneurial, family-owned, and closely held businesses
- Engage in ongoing professional development by staying current on emerging tax issues affecting closely held businesses and high-net-worth individuals, and sharing insights with clients and team members
Requirements
- Bachelor’s Degree in Accounting or equivalent field is required
- 5+ years of tax compliance and/or tax consulting experience in public accounting or public/Corporate mix
- Active CPA license 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
- commitment to work/life balance
- multiple top “Places to Work” awards
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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