Demo

Tax Senior Manager, Trust & Estate - Private Client Services (PCS)

Eisneramper
Melville, NY Full Time
POSTED ON 1/21/2025
AVAILABLE BEFORE 4/17/2025

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you’ll love from top to bottom – we give you the tools you need to succeed and the autonomy to reach your goals.

Ready to apply Before you do, make sure to read all the details pertaining to this job in the description below.

EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Estate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in various locations.

What it Means to Work for EisnerAmper :

  • You will get to 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.

What Work You Will be Responsible For :

  • 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.
  • Take on the primary review of complex tax returns and maintain regular communication with clients.
  • 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.
  • Occasional local travel to clients' locations may be required.
  • 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.
  • Basic Qualifications :

  • Bachelor’s Degree in Accounting or equivalent field is required.
  • 8 years of tax compliance, specializing in individual, fiduciary, estate, and gift taxation.
  • Recent Public Accounting experience.
  • CPA or IRS Enrolled Agent Certification required.
  • Preferred / Desired Qualifications :

  • Master’s Degree in Taxation or relevant field.
  • Experience using GoSystems or CCH Axcess tax software.
  • We strongly believe in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, EisnerAmper is proud to be 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 (PCS) 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.

    About EisnerAmper :

    EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.

    Should you need any accommodations to complete this application please email : talentacquisition@eisneramper.com.

    LI-AC1

    LI-Hybrid

    For NYC and California, the expected salary range for this position is between $120,000.00 and $200,000.00. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.

    Our full-time positions also offer a competitive benefits package that includes :

  • Medical, dental, vision, life, and disability insurance.
  • 401(k) Retirement Plan.
  • Flexible Spending & Health Savings Account.
  • Paid holidays, vacation, and sick time.
  • Employee assistance program and other firm benefits.
  • J-18808-Ljbffr

    Salary : $120,000 - $200,000

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Tax Senior Manager, Trust & Estate - Private Client Services (PCS)?

    Sign up to receive alerts about other jobs on the Tax Senior Manager, Trust & Estate - Private Client Services (PCS) career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $174,945 - $229,966
    Income Estimation: 
    $213,108 - $301,697
    Income Estimation: 
    $220,699 - $296,908
    Income Estimation: 
    $174,945 - $229,966
    Income Estimation: 
    $213,108 - $301,697
    Income Estimation: 
    $220,699 - $296,908
    Income Estimation: 
    $141,735 - $180,909
    Income Estimation: 
    $186,150 - $261,080
    Income Estimation: 
    $202,368 - $292,394
    Income Estimation: 
    $186,751 - $256,970
    Income Estimation: 
    $174,945 - $229,966
    Income Estimation: 
    $73,496 - $93,409
    Income Estimation: 
    $94,538 - $119,494
    Income Estimation: 
    $101,493 - $142,466
    Income Estimation: 
    $152,615 - $211,890
    Income Estimation: 
    $94,700 - $117,561
    Income Estimation: 
    $94,700 - $117,561
    Income Estimation: 
    $117,813 - $152,327
    Income Estimation: 
    $116,747 - $155,141
    Income Estimation: 
    $152,615 - $211,890
    Income Estimation: 
    $120,877 - $156,226
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at Eisneramper

    Eisneramper
    Hired Organization Address Baton Rouge, LA Full Time
    Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to ma...
    Eisneramper
    Hired Organization Address Baton Rouge, LA Full Time
    Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to ma...
    Eisneramper
    Hired Organization Address Birmingham, AL Full Time
    Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to ma...
    Eisneramper
    Hired Organization Address Iselin, NJ Full Time
    Job Title: Senior Manager - Risk and Compliance Services EisnerAmper is seeking a seasoned professional to join its Risk...

    Not the job you're looking for? Here are some other Tax Senior Manager, Trust & Estate - Private Client Services (PCS) jobs in the Melville, NY area that may be a better fit.

    AI Assistant is available now!

    Feel free to start your new journey!