Job Description

Tax Partner - Personal Wealth Advisory

Job Description

EisnerAmper has experienced significant growth and is seeking a Tax Partner for our Personal Wealth Advisory practice in our Miami office. In this role you will be involved both in new business opportunities as well as servicing existing long standing clients in a compliance/consulting role. You will also be involved in thought leadership opportunities, technology initiatives, as well as developing and mentoring staff.

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

• Perform partner 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


• CPA or JD


• 10+ years of progressive tax experience


• 5+ years of supervisory experience, mentoring and counseling associates

Ideally, you'll also have

• Master's degree in Accounting or equivalent field


• 2 + years as a Partner or Director at a public accounting firm is preferred


• Experience acquiring new clients and growing a book of business


• Experience working with high net-worth individuals, family offices, and trust and estates.

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