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Tax Senior Manager, Trust - Melville, United States - EisnerAmper
Description
Job DescriptionAt
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.
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 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
among
our staff. This position offers flexibility in terms of office location, as
EisnerAmper
follows a hybrid working model and has offices available in the
locations listed
below
.
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
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
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
Numerous
Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (
DE&I
) efforts
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.
S
tay 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
D
egree in
A
ccounting
or equivalent field is
required
8
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.
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.
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.
Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this,
it's
important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.
About EisnerAmper:
EisnerAmper
is one of the largest accounting, tax, and business advisory firms, with
nearly 4,000
employees and more than 350 partners 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.
firms,
and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
bankers,
and investors who serve these clients.
Should you need any accommodations to complete this application please email:
#LI-AC1
#LI-Hybrid
Preferred Location:
Iselin
For NYC and California, the expected salary range for this position is between
120000 and
200000
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.
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