Talent.com
Tax Senior Manager - Private Client Services (PCS) - La Jolla

Tax Senior Manager - Private Client Services (PCS) - La Jolla

EisnerAmper LLPCalifornia, MO, United States
6 days ago
Job type
  • Full-time
Job description

EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while also demonstrating proficiency in business development, marketing, and recruitment efforts. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth within our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the listed locations below.

  • Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business. The individual will collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise.
  • Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
  • Possess comprehensive knowledge of hedge fund K-1 treatment, as well as a working understanding of trusts, estates, gifts, and charitable entities.
  • Directly 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 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
  • 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, or JD required
  • Master’s Degree in Taxation or relevant field
  • Experience acquiring new clients and growing a book of business
  • Experience using GoSystems or CCH Axcess tax software## Preferred Location : 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.

#J-18808-Ljbffr

Create a job alert for this search

Tax Senior Manager • California, MO, United States

Related jobs
  • Promoted
Tax Senior Manager - Private Companies

Tax Senior Manager - Private Companies

PwCCalifornia, MO, United States
Full-time
Tax Senior Manager - Private Companies.Get AI-powered advice on this job and more exclusive features.Entrepreneurial & Private Business (EPB) - General. A career within PwC Private offers the opport...Show moreLast updated: 6 days ago
  • Promoted
Senior Tax Manager San Francisco, CA, USA

Senior Tax Manager San Francisco, CA, USA

Unity3dCalifornia, MO, United States
Full-time
ALERT : Unity has received reports of scams where individuals purporting to be Unity HR representatives conduct bogus employment interviews via email or text, and then request payment as a condition...Show moreLast updated: 6 days ago
  • Promoted
  • New!
Tax Manager - Financial Services Organization - GCR / Insurance - Manager, Captive Insurance

Tax Manager - Financial Services Organization - GCR / Insurance - Manager, Captive Insurance

EYJefferson City, MO, United States
Full-time
At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.Join EY and help ...Show moreLast updated: 6 hours ago
  • Promoted
Senior Tax Manager : Lead Team, Plan & Advise Clients

Senior Tax Manager : Lead Team, Plan & Advise Clients

Gerber & Co LLPCalifornia, MO, United States
Full-time
A well-established CPA firm in Century City is seeking an experienced Senior Tax Manager to lead a team in preparing and reviewing tax returns. The ideal candidate has 10+ years in Tax / Accounting an...Show moreLast updated: 1 day ago
  • Promoted
  • New!
Senior Tax Manager — Multistate & Intl Tax Leader

Senior Tax Manager — Multistate & Intl Tax Leader

Regal Executive SearchCalifornia, MO, United States
Full-time
A leading recruitment firm is seeking a Tax Manager - Senior Tax Manager with 7-10 years of experience in tax management. The candidate should possess a CPA license and strong technical expertise.Ke...Show moreLast updated: 13 hours ago
  • Promoted
Tax Director

Tax Director

Brewer MorrisCalifornia, MO, United States
Full-time
The largest business management firm in the US is seeking a hybrid.This leadership role is ideal for a seasoned tax professional ready to make a strategic impact, mentor a high-performing team, and...Show moreLast updated: 3 days ago
  • Promoted
Tax Senior Manager, Provision

Tax Senior Manager, Provision

Broadcom Inc.California, MO, United States
Full-time
Tax Senior Manager, Provision page is loaded## Tax Senior Manager, Provisionlocations : USA-CA - Hilltop Bld.Gtime type : Full timeposted on : Posted Todayjob requisition id : R023817 • •Please N...Show moreLast updated: 6 days ago
  • Promoted
Senior Tax Manager

Senior Tax Manager

The AgencyCalifornia, MO, United States
Full-time
Be among the first 25 applicants.This range is provided by The Agency.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Direct message the job pos...Show moreLast updated: 3 days ago
  • Promoted
Senior Tax Manager

Senior Tax Manager

Gerber & Co LLPCalifornia, MO, United States
Full-time
Gerber & Co LLP, a well‑established and growing CPA firm in Century City, is seeking an experienced Senior Tax Manager.We offer an above‑market compensation package, including a 401K plan, excellen...Show moreLast updated: 1 day ago
  • Promoted
Tax Senior / Manager / Senior Manager / Director Asset Management

Tax Senior / Manager / Senior Manager / Director Asset Management

Catalyst LabsCalifornia, MO, United States
Full-time
Cayman Islands | Bermuda | Bahamas | British Virgin Islands | Crown Dependencies (e.Jersey, Guernsey, Isle of Man).We are seeking experienced tax professionals from Associate all the way up to Mana...Show moreLast updated: 4 days ago
  • Promoted
Tax Services Senior Manager - FSO - Fiduciary / Trust Estate Advisory Services

Tax Services Senior Manager - FSO - Fiduciary / Trust Estate Advisory Services

Missouri StaffingJefferson City, MO, US
Full-time
Tax Business Tax Services Fiduciary / Trust & Estate Tax Administration Services Financial Services Organization Senior Manager. At EY, we'll help you succeed in a globally connected powerhouse of ...Show moreLast updated: 1 day ago
  • Promoted
Senior Tax Manager

Senior Tax Manager

Rose, Snyder & Jacobs LLPCalifornia, MO, United States
Full-time
Be among the first 25 applicants.Rose, Snyder & Jacobs LLP provided pay range.This range is provided by Rose, Snyder & Jacobs LLP. Your actual pay will be based on your skills and experience — talk ...Show moreLast updated: 3 days ago
  • Promoted
Part-time gig : Earn at least $1995 in your first 136 trips.

Part-time gig : Earn at least $1995 in your first 136 trips.

UberSmithton, MO, US
Full-time +1
Earn at least $1995 driving with Uber when you complete your first 136 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, pa...Show moreLast updated: 1 day ago
  • Promoted
Tax Manager / Senior Tax Manager

Tax Manager / Senior Tax Manager

Earned WealthCalifornia, MO, United States
Full-time
Earned is a category-defining, first-in-kind tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors...Show moreLast updated: 3 days ago
  • Promoted
Senior Tax Manager - Partner Track

Senior Tax Manager - Partner Track

Orion PlacementCalifornia, MO, United States
Full-time
The qualified candidate for this position must have at least 10 years of progressive tax experience and an active CPA license. Our client is not your average accounting firm.They are an entrepreneur...Show moreLast updated: 30+ days ago
  • Promoted
Tech & Emerging Growth Tax Senior Manager

Tech & Emerging Growth Tax Senior Manager

WithumCalifornia, MO, United States
Full-time
Withum is a place where talent thrives — where who you are matters.It is a place of endless opportunities for growth where entrepreneurial energy plus inclusive teamwork leads to results.Explore di...Show moreLast updated: 6 days ago
  • Promoted
Senior Tax Manager

Senior Tax Manager

Omnidian IncCalifornia, MO, United States
Full-time
Series C tech-enabled service company revolutionizing performance assurance for the distributed solar and energy storage industries. Omnidian is building a more sustainable future for the planet thr...Show moreLast updated: 6 days ago
  • Promoted
Fast Pay - Earn at least $1995 in your first 136 trips, guaranteed.

Fast Pay - Earn at least $1995 in your first 136 trips, guaranteed.

UberSmithton, MO, US
Full-time +1
Earn at least $1995 driving with Uber when you complete your first 136 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, pa...Show moreLast updated: 1 day ago