What are the responsibilities and job description for the Tax Director, Trust position at EisnerAmper?
Job Description
We welcome individuals who are passionate about innovation and eager to make a meaningful impact. Our organization offers a unique experience that allows you to design a career from top to bottom. You will receive the tools you need to succeed and the autonomy to reach your goals.
We are seeking a Tax Senior Manager specializing in Trust & Estate to join our Private Client Services (PCS) practice. The ideal candidate will have the capacity to efficiently oversee multiple client engagements, demonstrate proficiency in business development, marketing, and recruitment efforts, and possess strong leadership skills to foster professional growth among our staff.
This position offers flexibility in terms of office location, as we follow a hybrid working model and have offices available in various locations.
About Working for Us
- You will be part of one of the largest and fastest-growing accounting and advisory firms in the industry.
- You will have the flexibility to manage your days in support of our commitment to work/life balance.
- You will join a culture that has received multiple top "Places to Work" awards.
We believe that great work is accomplished when cultures, ideas, and experiences come together to create new solutions. We understand that embracing our differences is what unites us as a team and strengthens our foundation.
About Your Responsibilities
- Responsible for overseeing tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations.
- Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning.
- Cultivate and nurture relationships with clients, staff members, and external third-party client vendors.
- Provide training and supervision to staff members, including reviewing and evaluating their work.
About the Ideal Candidate
- Bachelor's Degree in Accounting or equivalent field required.
- 10 years of tax compliance, specialization in individual, fiduciary, estate, and gift taxation.
- Recent Public Accounting experience.
- CPA or IRS Enrolled Agent Certification required.
We strongly believe in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, we are an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or protected veteran status, citizenship, or other protected characteristics under federal, state, or local law.
About Our Private Client Services Team
The EisnerAmper Private Client Services Team connects family-owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future.
As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about, but pursue it.
