Accountant in Marsh's Captives team ensuring compliance policies and client service excellence. Work with specialists to design captive programs aligned with organizational goals.
About the role
- Tax Senior Manager overseeing client engagements in Private Client Services at EisnerAmper. Fostering client relationships and ensuring compliance for ultra-high net worth individuals.
Responsibilities
- Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business
- Collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise
- 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
- Take on the primary review of complex tax returns and maintain regular communication with clients
- Cultivate relationships with clients, staff members, and external third-party client vendors
- Provide training and supervision to staff members, including reviewing and evaluating their work
- Actively solicit new client relationships and participate in client/potential client seminars
Requirements
- Bachelor’s Degree in Accounting or equivalent field is required
- 10+ years of progressive tax experience providing tax compliance and consulting services to high-net-worth individuals
- 8+ years of tax compliance, specialization in complex technical individual and business
- Recent Public Accounting experience
- CPA or IRS Enrolled Agent Certification required
- Experience acquiring new clients and growing a book of business
- Experience using GoSystems or CCH Axcess tax software
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
- Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts
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