Senior Manager · National
Eisner Advisory Group LLC · Minneapolis, Minnesota · Hybrid
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Lead tax planning and compliance for high net worth individuals families trusts estates and family offices.
Worth knowing: Occasional local travel to client locations may be required
Job Description 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. EisnerAmper is seeking a Tax Senior Manager to join our Private Client Services Trust & Estate / High-Net-Worth team in Minneapolis, MN. This is a targeted opportunity for an experienced tax professional who enjoys advising high-net-worth individuals, families, fiduciaries, trusts, estates, family offices, and closely held business owners on complex tax planning and compliance matters. In this role, you will oversee multiple client engagements, build trusted client relationships, support business development efforts, and mentor and develop team members. This is an opportunity to help shape and grow a specialized Trust & Estate / High-Net-Worth practice in Minneapolis, while leveraging the resources and depth of a national PCS platform. 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 What Work You Will be Responsible For: Supervise, mentor, and develop team members while fostering a collaborative, service-oriented environment. Oversee tax planning and compliance for high-net-worth and ultra-high-net-worth individuals, families, fiduciaries, trusts, estates, family offices, and closely held business owners. Review complex individual, fiduciary, gift, and estate tax returns. Manage a portfolio of clients and act as the primary point of contact in conjunction with the engagement partner and client service team.
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