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Tax Director - Personal Wealth Advisors

Company: EisnerAmper
Location: Fort Lauderdale
Posted on: October 18, 2020

Job Description:

Job Description

EisnerAmper is seeking a Director to join the Tax practice in our San Francisco office. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.

At EisnerAmper, we provide tax compliance, advisory, and advocacy services for a diverse client base that includes corporations and partnerships of all sizes, as well as high net worth individuals and families, and other operating entities. While some clients operate entirely based in the U.S., many have international interests.

Responsibilities

Review Federal & state individual, trust, estate, corporate and partnership returns

Perform Director level compliance review and tax return signoff

Handle client consultations on planning opportunities and changes in tax law

Working on proposals and assisting in developing new business

Meeting prospective clients and developing relationships with new and existing clients

Expanding services to existing clients

Supervising engagements and special projects undertaken by the firm

Overseeing all aspects of the client engagement

Supervising, training and evaluating advanced level staff

Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax function

Maintaining knowledge of new tax issues and general business trends that affect the client

Basic qualifications for the opportunity

Bachelor’s degree in Accounting or equivalent field is required

10+ years of progressive tax experience

CPA

Strong experience with trusts and estates

Ideally, you'll also have

Master’s degree in Accounting or equivalent field

5+ years of supervisory experience

Experience acquiring new clients and growing a book of business

#LI-JO1

#CPA

Preferred Location: San Francisco

Keywords: EisnerAmper, Fort Lauderdale , Tax Director - Personal Wealth Advisors, Other , Fort Lauderdale, Florida

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