1,434 Private Family jobs in the United States

The Goldman Sachs Private Family Office provides financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Our clients value having a single point of contact to address their specific planning needs and manage their financial affairs.

Our holistic approach incorporates financial planning in several areas such as: consolidated investment review, income tax preparation and planning, estate planning and wealth transfer, employee benefits, risk management, philanthropic planning and cash management.

We are seeking an experienced and skilled Family Office Advisor to join our team. The ideal candidate will have extensive experience in a single or multi-family office providing comprehensive financial planning and advisory services.

Our Impact:

The Goldman Sachs Private Family Office is designed to service the firm's most strategic clients. Our trusted Advisor teams have worked with sophisticated ultra-high net worth clients for more than thirty years. We target a client ratio of 8- 12 families per advisor. This ratio allows our teams to dedicate the needed time and resources to each client's unique financial circumstances to deliver an exceptional client experience.

Manage client relationships and a team of financial planners and analysts in providing high quality white-glove financial planning and implementation across the following areas:

Advisory Coordinate and Administration

• Advise, coordinate and manage relationships across multiple client advisers, including attorneys, accountants and bankers to ensure seamless communication and integration of planning.

Financial Statement Preparation

• Prepare and review financial statements, including balance sheets, income statements, and cash flow statements to identify trends and planning opportunities or challenges.

Tax Planning and Administration

• Develop and implement tax efficiency planning strategies and ensure compliance with tax laws and regulation.


• Prepare and review client tax returns. Estate and Trust Planning


• Collaborate with client T&E attorney to develop, illustrate, and implement estate plans.


• Ensure efficient transfer of wealth and the minimization of estate taxes. Risk Management and Insurance Planning


• Assess and manage risk exposure through insurance planning; develop strategies to mitigate risk and protect

assets.

Liquidity and Cash flow Planning and Management

• Analyze and manage client cash flow to ensure sufficient liquidity to meet all financial obligations.

Philanthropic Support

• Collaborate with clients to develop and implement philanthropic strategies, including charitable giving and foundation planning to ensure tax-efficient giving and a maximized impact.

Investment Tracking and Monitoring

• Monitor and analyze investment portfolios to ensure alignment with client goals and objectives.


• Collaborate with internal and external investment managers to optimize investment strategies.


• Track and report on alternative investment portfolio.

Basic Qualifications:

• Bachelor's degree in Finance, Accounting, or related field.


• Advanced degree/designation required (e.g., MST, MBA, JD, CPA, CFP).


• Minimum 7 years of experience in financial planning, wealth management, tax, consulting, or a related field.


• Proven track record of working with ultra-high net worth clients.


• Strong knowledge of financial planning concepts, including tax planning, estate planning, and investment management.


• Excellent communication, interpersonal, and project management skills.


• Experience managing a team or acting in a leadership position.


• Ability to maintain confidentiality and handle sensitive client information.

Salary Range

The expected base salary for this San Francisco, California, United States-based position is $85000-$27000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Benefits

Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available
to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

Join to apply for the Asset & Wealth Management, Private Family Office Financial Planning Advisor, Vice President - San Francisco role at Goldman Sachs

3 days ago Be among the first 25 applicants

Join to apply for the Asset & Wealth Management, Private Family Office Financial Planning Advisor, Vice President - San Francisco role at Goldman Sachs

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Job Description

ABOUT THIS JOB

The Goldman Sachs Private Family Office provides financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Our clients value having a single point of contact to address their specific planning needs and manage their financial affairs.

Our holistic approach incorporates financial planning in several areas such as: consolidated investment review, income tax preparation and planning, estate planning and wealth transfer, employee benefits, risk management, philanthropic planning and cash management.

We are seeking an experienced and skilled Family Office Advisor to join our team. The ideal candidate will have extensive experience in a single or multi-family office providing comprehensive financial planning and advisory services.

Impact And Responsibilities

Our Impact:

The Goldman Sachs Private Family Office is designed to service the firms most strategic clients. Our trusted Advisor teams have worked with sophisticated ultra-high net worth clients for more than thirty years. We target a client ratio of 8- 12 families per advisor. This ratio allows our teams to dedicate the needed time and resources to each clients unique financial circumstances to deliver an exceptional client experience.

Principal Responsibilities

Manage client relationships and a team of financial planners and analysts in providing high quality white-glove financial planning and implementation across the following areas:

Advisory Coordinate and Administration

• Advise, coordinate and manage relationships across multiple client advisers, including attorneys, accountants and bankers to ensure seamless communication and integration of planning.
  
  

• Prepare and review financial statements, including balance sheets, income statements, and cash flow statements to identify trends and planning opportunities or challenges.
  
  

• Develop and implement tax efficiency planning strategies and ensure compliance with tax laws and regulation.
• Prepare and review client tax returns. Estate and Trust Planning
• Collaborate with client T&E attorney to develop, illustrate, and implement estate plans.
• Ensure efficient transfer of wealth and the minimization of estate taxes. Risk Management and Insurance Planning
• Assess and manage risk exposure through insurance planning; develop strategies to mitigate risk and protect
  
  

• Analyze and manage client cash flow to ensure sufficient liquidity to meet all financial obligations.
  
  

• Collaborate with clients to develop and implement philanthropic strategies, including charitable giving and foundation planning to ensure tax-efficient giving and a maximized impact.
  
  

• Monitor and analyze investment portfolios to ensure alignment with client goals and objectives.
• Collaborate with internal and external investment managers to optimize investment strategies.
• Track and report on alternative investment portfolio.
  
  

• Bachelor's degree in Finance, Accounting, or related field.
• Advanced degree/designation required (e.g., MST, MBA, JD, CPA, CFP).
• Minimum 7 years of experience in financial planning, wealth management, tax, consulting, or a related field.
• Proven track record of working with ultra-high net worth clients.
• Strong knowledge of financial planning concepts, including tax planning, estate planning, and investment management.
• Excellent communication, interpersonal, and project management skills.
• Experience managing a team or acting in a leadership position.
• Ability to maintain confidentiality and handle sensitive client information.
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales

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Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to ensure that investment advice is integrated with all aspects of clients' planning and personal goals. This position collaborates and performs as part of the relationship management team to ensure that organizational goals are met by providing effective advice, strategies, solutions and optimal levels of service that exceed client expectations. Meets or exceeds individual revenue growth goals by sourcing new opportunities, expanding existing client relationships, and contributing significantly to attaining team growth goals.

Advisory:

• Responsible for overall portfolio construction and investment strategy needs of clients.
• Reviews, monitors and modifies investment portfolio construction in accordance with client objectives and investment policy, and initiates portfolio construction changes consistent with investment strategy.
• Maintains deep expertise in financial markets and related areas, including alternative investments and third party solutions, while also participating on or contributing to various investment meetings and committees.
• Proactively engages with clients to ensure that our investment advice is fully meeting their needs by communicating changes in their portfolio, new ideas to supplement achievement of their goals, and important market events.
• Actively engages with the relationship management team in relationship reviews and offers ideas and strategies to actualize client aspirations and further position Key as the client's trusted advisor.
• Interfaces with other Key Private Bank advisors and team members as necessary to ensure investment advice is integrated with all other client plans (tax, estate planning, retirement, etc.).
• Provide timely feedback to the Relationship Manager and/or Client Experience Manager regarding important/critical events and/or discussions that occur with the client.
• Confers with clients' other internal and external advisors to provide advice relating to asset allocation and the execution of overall investment strategy.

Growth:

• This position is responsible for either meeting or exceeding assigned individual growth goals which can include qualified lead development, expanding existing client relationship revenue, and contributing significantly to attaining team growth goals.
• Contributes to broadening and deepening client relationships to drive new revenue growth in support of individual book or market growth goals.
• In conjunction with other members of the relationship team, meets and communicates with clients, prospective clients, and centers of influence, fostering business relationships to develop new business referrals and to enhance the Community Bank's image.
• Participates in professional associations to demonstrate professional credibility and expand Center of Influence (COI) relationships.
• Is well versed in, and can articulate the competitive advantages of the Key Private Bank platform and process as a Portfolio Strategist.
• Shares intellectual capital with the Relationship Management Team as part of the pre-call and weekly sales meeting

Administration:

• For select relationships, implements investment portfolio changes to execute strategy.
• Effectively utilizes centralized resources in support of portfolio construction and client service activities, ultimately transitioning portfolio rebalancing, trading, and administrative activities for all client portfolios to centralized teams.
• Maintains compliance with all internal policies and procedures, including but not limited to, Reg 9 reviews and other compliance reporting functions.

• Undergraduate degree in a business-related field.
• 15 years of experience in the investment management field.
• Excellent interpersonal and communications skills (both written and verbal).
• Strong client focus.
• Strong presentation skills.
• Ability to work as part of a sales and client servicing team.
• Experience and proven success in an open architecture environment.
• Progress towards advanced degree or professional certification.
• Previous experience in managing assigned staff of professionals.
• Demonstrated track record of sales success.
• Experience managing a high net worth book of business.
• Ability to use: office equipment, Trust accounting system and portfolio management system.

Client Focus: Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with client in mind; establishes and maintains effective relationships with and gains their trust and respect.

Business Acumen: Know how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace.

Peer Relationships: Can quickly find common ground and solve problems for the good of all; can represent his/her own interests and yet be fair to other groups; can solve problems with peers with a minimum of noise; is seen as a team player and is cooperative; easily gains trust and support of peers; encourages collaboration; can be candid with peers.

Decision Quality: Makes good decisions based upon a mixture of analysis, wisdom, experience, and judgment; most of his/her solutions and suggestions turn out to be correct and accurate when judged over time; sought out by others for advice and solutions.

Perspective: Looks toward the broadest possible view of an issue/challenge; has broad-ranging personal and business interests and pursuits; can easily pose future scenarios; can think globally; can discuss multiple aspects and impacts of issues and project them into the future.

Problem Solving: Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers.

Negotiating: Can negotiate skillfully in tough situations with both internal and external groups; can settle differences with minimum noise; can win concessions without damaging relationships; can be direct and forceful as well as diplomatic; gains trust quickly of other parties to the negotiations; has a good sense of timing.

Presentation Skills: Is effective in a variety of formal presentation settings; one-on-one, small and large groups, with peers, direct reports, and managers; is effective both inside and outside the organization; commands attention and can manage group process during the presentation; can change tactics midstream when something isn't working.

Equipment Used/Physical Requirements:

• Office equipment, MS Office Suite
• Trust accounting system and portfolio management system.

Training Required:

• On the job and as required to maintain licenses and certifications

Job Posting Expiration Date: July 17, 2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing

• Outpatient only
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• Leading compensation package
• Flexible schedule.
• Partnership track
• Full benefits include medical, dental, vision, retirement, PTO & more

Tax Senior Manager - Private Client Services Family Office Tax Senior Manager - Private Client Services Family Office 1 week ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are 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. About Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are 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 the Private Client Services (PCS) practice for Multi Family Office. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while demonstrating proficiency in reviewing complex returns, managing staff and conducting research. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff. 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 innovative 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 Responsible for training, supervising and ongoing development of associates and seniors. Review tax returns for individuals, closely held partnerships, simple and complex trusts and estates, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations. Build impactful relationships with clients and maintain relationships with firm leadership. Cultivate expertise in and impart specialized knowledge congruent with firm niches, initiatives and needs. Take responsibility for accurate time and billing for self and team. Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines. 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 Mentor and coach junior team members. Professional Development: Participate in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise. Basic Qualifications Bachelor's Degree in Accounting or equivalent field is required 10+ years of Family Office, tax compliance and/or tax consulting experience in public accounting or public/Corporate mix 8+ years of client facing experience in public accounting CPA or JD Certification required Preferred/Desired Qualifications Master's Degree in Taxation or relevant field Experience using CCH Axcess or Pro Systems tax software Experience acquiring new clients and growing a book of business EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any 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. Operating within a culture where we hold each other accountable 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. As one of the largest and fastest-growing service lines at our firm, we try to make 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 4,500 employees including 450 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. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public 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. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. For California, the expected salary range for this position is between $120,000 and $50,000. 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. Should you need any accommodations to complete this application please email: Preferred Location: San Francisco For NYC and California, the expected salary range for this position is between 12000 and 2000 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. Nice-to-have skills Accounting San Francisco, California Work experience Finance & Accounting Languages English Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance and Sales Industries Technology, Information and Internet Referrals increase your chances of interviewing at TieTalent by 2x Get notified about new Private Client Manager jobs in San Francisco, CA . 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Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are 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 the Private Client Services (PCS) practice for Multi Family Office. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while demonstrating proficiency in reviewing complex returns, managing staff and conducting research. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff. 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 innovative 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: Responsible for training, supervising and ongoing development of associates and seniors. Review tax returns for individuals, closely held partnerships, simple and complex trusts and estates, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations. Build impactful relationships with clients and maintain relationships with firm leadership. Cultivate expertise in and impart specialized knowledge congruent with firm niches, initiatives and needs. Take responsibility for accurate time and billing for self and team. Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines. 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 Mentor and coach junior team members. Professional Development: Participate in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise. Basic Qualifications: Bachelor's Degree in Accounting or equivalent field is required 10+ years of Family Office, tax compliance and/or tax consulting experience in public accounting or public/Corporate mix 8+ years of client facing experience in public accounting CPA or JD Certification required Preferred/Desired Qualifications: Master's Degree in Taxation or relevant field Experience using CCH Axcess or Pro Systems tax software Experience acquiring new clients and growing a book of business EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any 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. Operating within a culture where we hold each other accountable 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. As one of the largest and fastest-growing service lines at our firm, we try to make 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 4,500 employees including 450 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. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public 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. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. For California, the expected salary range for this position is between $120,000 and $150,000. 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. Should you need any accommodations to complete this application please email: Preferred Location: San Francisco For NYC and California, the expected salary range for this position is between 12000 and 2000 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

Job Description

Private Physician Group is looking to add an outpatient Family Medicine Physician in Philadelphia, PA!

Contact: Raymond Stiles ( )

About the Group:

• Private physician group utilizing a Direct Patient Care (DPC) model for their providers
• 6 Locations Between PA, Delaware, and NJ
• Established in 2002
• Our role is to provide you and your staff with leading-edge tools, resources and ongoing support so you can give your patients highly individualized medical care
• We provide an enhanced level of customer service and attention no longer possible in most primary care offices all in a legally-sound model.
• With practice size limited to no more than 600 patients, our physicians have time to provide immersive, dedicated care and proactively focus on patients entire health continuum.
• This model enables you to enjoy a healthy, independent practice with financial protection from reimbursement changes, while affording you time to enjoy your personal life today and save for your future retirement.

Benefits and Features :

• Competitive Base Salary and Bonus structure
• Double your income within 5 years!
• Employed and Affiliate employment models available
• PTO and paid Holidays
• Comprehensive benefits package including Medical Insurance, Life Insurance, Disability, Dental and Retirement

Role Description:

• Location: Philadelphia, PA
• Multiple locations available in the area: Bala Cynwyd, West Chester, Wilmington, South Jersey
• Seeking entrepreneurial physicians interested in growing a lucrative and low volume practice.
• Physician receives full management and admin support from the group in order to provide clinical focused care.
• Patients are seen on a direct patient care model instead of traditional insurance.
• Monday-Friday position - Set your own hours!
• 100% Outpatient only
• Primary care - Assess, maintain, and improve the health status of individuals in the communities served
• Collaborates with all other practitioners and clinical support staff to form a high performing team.
• Zero administrative work. All clinical. Physician is supplied with MA and RN support.
• Office support team takes all admin off of physicians so they can focus on patients!
• Patient Volume: See less than 10 patients per day!

Background Profile:

• Board Certified / Eligible in Family Medicine
• Open to Physician coming out of residency as well as experienced Physician
• M.D. or D.O
• Ability to hold a Pennsylvania state license

Contact: Raymond Stiles ( )

Join to apply for the Tax Senior Manager – Private Client Services Family Office role at EisnerAmper

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are 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 the Private Client Services (PCS) practice for Multi Family Office. The role involves overseeing multiple client engagements, reviewing complex returns, managing staff, and conducting research. The ideal candidate will have strong leadership skills and the ability to foster professional growth among staff.

• Be part of one of the largest and fastest growing accounting and advisory firms in the industry
• Enjoy flexible work arrangements supporting work/life balance
• Join a culture recognized with multiple top “Places to Work” awards
• We believe in cultures, ideas, and experiences coming together to create innovative solutions
• We embrace our differences to strengthen our team
• Authenticity is valued and inspires our best work

• Train, supervise, and develop associates and seniors
• Review tax returns for individuals, partnerships, trusts, estates, and other entities ensuring accuracy and compliance
• Build and maintain impactful client relationships
• Develop expertise aligned with firm niches and initiatives
• Manage time and billing accurately
• Understand client businesses, complete assigned tasks, and meet deadlines
• Expand network through new client acquisition and seminars
• Stay updated on tax law changes and apply knowledge proactively
• Collaborate with tax professionals for efficient service delivery
• Mentor junior team members
• Participate in training to enhance technical knowledge

• Bachelor’s Degree in Accounting or related field
• 10+ years of Family Office/tax experience in public accounting
• 8+ years of client-facing experience
• CPA or JD certification

• Master’s Degree in Taxation
• Experience with CCH Axcess or Pro Systems
• Experience in client acquisition and business growth

EisnerAmper is a merit-based employer and does not discriminate on protected characteristics.

We connect family-owned and high net worth clients with financial solutions, fostering a culture of accountability, teamwork, and innovation. Our team thinks entrepreneurially to understand our clients’ unique needs.

We are a large accounting, tax, and advisory firm with nearly 4,500 employees. Our diverse clients range from financial institutions to startups and high net worth individuals. We help clients meet current challenges and prepare for future success.

Salary range in California: $120,000 - $150,000, varies by experience and location. Exact salary determined at hire.

For accommodations, email:

Preferred: San Francisco

1 week ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Job Description

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are 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.

About

Job Description

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are 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 the Private Client Services (PCS) practice for Multi Family Office. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while demonstrating proficiency in reviewing complex returns, managing staff and conducting research. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff.

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 innovative 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
  

• Responsible for training, supervising and ongoing development of associates and seniors.
• Review tax returns for individuals, closely held partnerships, simple and complex trusts and estates, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations.
• Build impactful relationships with clients and maintain relationships with firm leadership.
• Cultivate expertise in and impart specialized knowledge congruent with firm niches, initiatives and needs.
• Take responsibility for accurate time and billing for self and team.
• Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines.
• 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
• Mentor and coach junior team members.
• Professional Development: Participate in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise.
  
  

• Bachelor's Degree in Accounting or equivalent field is required
• 10+ years of Family Office, tax compliance and/or tax consulting experience in public accounting or public/Corporate mix
• 8+ years of client facing experience in public accounting
• CPA or JD Certification required
  
  

• Master's Degree in Taxation or relevant field
• Experience using CCH Axcess or Pro Systems tax software
• Experience acquiring new clients and growing a book of business
  
  

• Accounting
• San Francisco, California
  
  

• Finance & Accounting
  
  

• English

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Technology, Information and Internet

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