EisnerAmper

Financial Planning and Analysis

• Define and execute the Finance transformation and systems roadmap
• Drive sustained value realization from ERP and finance systems through disciplined product ownership
• Establish and standardize finance operating models, policies, and best practices across processes, reporting, data, and systems
• Directly manage, mentor and develop a team of senior finance leaders
• Set clear priorities, performance expectations, and delivery outcomes across teams
• Serve as business product owner for the finance systems ecosystem
• Ensure seamless integrations across finance platforms, data models, and reporting tools
• Oversee end-to-end finance process governance to drive consistency, scalability, and efficiency

Senior Director, Finance Transformation and Systems

Technical Project Manager

• Lead end-to-end delivery of AI and automation projects across the EisnerAI portfolio, ensuring on-time, on-budget, and high-quality outcomes
• Define and manage project scope, timelines, milestones, and dependencies in collaboration with product owners, engineers, and data scientists
• Drive sprint planning, standups, retrospectives and support backlog refinement in partnership with product and technical leads
• Coordinate cross-functional collaboration across technology, service lines, and operations teams
• Oversee delivery of AI and data components such as model pipelines, APIs, data integrations, and user-facing applications built on Azure AI and Microsoft ecosystem tools
• Partner with engineering leads to monitor sprint velocity, manage technical risks, and enforce DevOps, security, and responsible AI standards
• Translate business and compliance requirements into technical deliverables, ensuring adherence to data privacy, security, and governance frameworks (NIST AI RMF, Reg 7216, PCAOB)
• Collaborate with internal and external partners to align project milestones, integration timelines, and resource needs
• Serve as a central point of contact for technical and non-technical stakeholders
• Coordinate executive-ready reporting on project health, risks, and dependencies
• Support change management, training, and adoption planning for new AI capabilities
• Foster a culture of transparency, accountability, and continuous improvement across delivery teams

AI Technical Project Manager

Manager

• high level oversight and management of large, multi-faceted Mass Tort projects
• supervise the work of interns, staff, and other consultants
• administration of a class action, mass arbitration, or mass tort
• ensures that the scope of work is completed to the satisfaction of the client
• ensures compliance with applicable policies and procedures, laws and regulations
• builds and maintains trusted relationships with diverse group of clients, team members, managers, and subject matter experts

Manager – Mass Tort Services

• Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations
• Build impactful relationships with new and existing clients and maintain relationships with firm leadership
• Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines
• 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
• Mentor and coach junior team members

Senior Tax Associate – Real Estate

Solutions Engineer

• serve as a lead developer on the EisnerAI Platform
• design and implement the technical architecture that powers EisnerAmper's intelligent solutions across tax, audit, outsourcing, and advisory services
• Ensure seamless integration across the platform's Data Management, Governance, AI, Agents and Application layers
• Drive model evaluation frameworks and post-training optimization for custom LLMs and AI agents
• Lead technical development of the EisnerAI Agent Workforce such as TaxPrepBot, ComplianceRiskBot, DocIntake, and M&A Targeting Bot
• Design agentic frameworks supporting initiation, execution, state management, logging, and error handling
• Ensure adherence to data governance policies and responsible AI practices

AI Solution Architect

Artificial Intelligence

• Provide administrative support and project coordination on initiatives led by the AI Advisory Practice Leader, working with members of the Advisory team, client delivery teams, and Firm operations groups.
• Support client engagement operations including timesheet tracking, billing coordination, scope tracking, and engagement letter and proposal formatting.
• Manage scheduling, calendar coordination, and meeting logistics for practice leadership and client engagements.
• Support the completion of deliverables such as PowerPoint presentations, reports, and client-facing materials.
• Work with the Practice Leader to develop and maintain ongoing management of priorities and facilitate reporting and project completion.
• Coordinate with internal teams and external resources to support client delivery.
• Assist with travel arrangements as needed.

AI Practice Coordinator

• Under direct supervision, plans, performs and reports on outsourced and/or co-sourced Internal Audit engagements
• Communicates results to appropriate management, including the preparation of audit reports that communicate audit results to management in a clear, concise and substantive manner
• Performs comprehensive risk assessments and adjusts work plans based on the results of the assessments
• Monitors workload to meet billable hour expectations and performs timely reviews of work products prior to submission to Director/Associate/Manager for further review
• Documents procedures performed, findings and/or other issues, and drafts/compiles work papers, reports and client correspondence exhibiting effective writing skills
• May be required to occasionally work extended hours or travel to/work from different firm offices and/or client locations.

Senior Internal Audit, Financial Risk Advisory

• managing and coordinating tax compliance and advisory work for clients
• Review Federal, Multi-National, Multi-State Corporate tax returns
• Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services
• Research and consult on technical matters and special projects
• Proactively build relationships and communicate effectively with the client to provide superior client service
• Actively participate in business development efforts to include working collaboratively with partners and marketing professionals to target and build relationships with client prospects
• Manage, train and develop staff.

Tax Manager – Corporate Tax

• Lead grants management projects, including planning, execution, and delivery
• Supervise and mentor project teams to support quality outcomes and professional growth
• Drive revenue through new and incremental growth of current and prospective clients
• Manage client situations and interpret federal regulations
• Actively engage in business development activities and support clients in grant application processes
• Lead and participate in proposal writing teams

Senior Manager – Grants Management, Government Sector

• Chair and oversee the Investment Committee; set agendas, lead deliberations, document decisions, and ensure governance standards are upheld.
• Define and evolve the firm’s long‑term investment roadmap, ensuring alignment with client needs, market conditions, and firm strategy.
• Oversee model portfolios and discretionary strategies; ensure consistency with investment philosophy, client objectives and regulatory requirements.
• Lead due diligence, selection, and monitoring of external managers, ETFs, mutual funds, and alternative investments.
• Establish and monitor risk limits, stress testing, and performance attribution processes.
• Manage, mentor, and evaluate a team of six investment professionals, including three portfolio managers; recruit and retain top talent.
• Present investment strategy and performance to internal advisors and clients; support business development efforts.
• Represent the firm at conferences, client events, and industry panels; develop thought leadership content to support business development and advisor education.
• Partner with operations, trading, planning, and executive leadership to ensure seamless implementation and support firmwide initiatives.
• Maintain investment governance standards and ensure adherence to regulatory requirements.

Chief Investment Officer

• Prepare and review tax returns for corporations and other entities, ensuring accuracy and compliance with applicable tax laws and regulations
• Build impactful relationships with new and existing clients and maintain relationships with firm leadership
• Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines
• Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements
• Plan, schedule and execute client engagements and being proactive in identifying potential obstacles and solutions
• Communicate engagement expectations ensuring all clients and team members are clear on goals, budget, timelines and invoicing
• Actively update firm processes to maintain maximum efficiency

Senior Tax Associate – Corporate Tax

Account Executive

• Develop and maintain a comprehensive understanding of Sage Intacct, including quarterly product releases, industry trends, and competitor products.
• Maintain a working knowledge of Firm products/services available to prospects.
• Collaborate with the marketing team and vendors to create campaigns, messaging, and supporting sales content, including tracking activities within required software platforms.
• Develop and maintain sales plans to meet the revenue targets set by management.
• Build and maintain an active sales pipeline of opportunities, documenting activity and following established sales processes.
• Maintain prospect database by recording all activities, transactions and communications with prospects, within the required software platforms (including vendor platforms).
• Develop prospects from multiple sources of sales leads (internal and external), from qualification through close.
• Schedule and conduct prospect discovery calls, using information gathered to determine appropriate software products to meet the prospect’s requirements.
• Collaborate with management to determine appropriate services and solutions to meet/exceed client needs.
• Develop and deliver proposals, pricing, and recommendations to prospects.
• Manage accounts receivable and collections related to new client software and services.
• Assist in transition of new clients from the sales team to the services teams.
• Ensure quality control requirements are met including independence verification and complying with confidentiality requirements (e.g., client information, proposal information, job-related information, etc.).
• Assist in the management, coaching and development of colleagues (especially Business Development Representatives) with a focus on performance and assisting in career development.
• May be required to occasionally work extended hours, or travel to/work from different firm offices and/or prospect/client locations.

Account Executive, Sage Intacct

Chief Marketing Officer

• Develop and execute strategic plans to achieve Tax growth targets.
• Implement sales strategies with Practice and Go-To-Market leaders to drive profitability and partner engagement.
• Set and track new business targets for tax partners and client-facing professionals.
• Work with individual tax professionals on developing go to market strategies.
• Collaborate with Go-To-Market leaders to promote industry-focused campaigns and expand services across practices and geographies.
• Establish and refine pricing strategies to support profitability and ensure alignment with market positioning.
• Support proposal development by highlighting Tax’s value proposition and key differentiators.
• Manage sales pipeline and reporting.
• Coordinate with Marketing to align efforts and enhance visibility.
• Lead education initiatives to increase awareness of tax capabilities and promote cross-selling.

Chief Growth Officer – Tax Services

• Running client engagements from start to finish, including planning, executing, directing, and completing tax projects on time, within budget, and up to management standards
• Building impactful relationships with new and existing clients and maintaining relationships with firm leadership
• Taking responsibility for accurate time and billing for self and team
• Developing a working knowledge of the client's business, taking responsibility for completing assigned tasks, and meeting client deadlines
• Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities
• Staying updated on changes in tax laws, regulations, and accounting standards, and proactively applying 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

Tax Manager – Affordable Housing

Product Operations

• play a key role in the implementation, integration and roll-out of key assurance innovation initiatives
• Administration of CaseWare including administering licenses, entity creation and template management
• Provide Tier 2 application support for CaseWare , including issue triage, root cause analysis, and resolution coordination
• Serve as the escalation point for CaseWare issues, managing defects, prioritizing enhancements, coordinating resolutions, and tracking outcomes
• Collaborate with business stakeholders and the Enterprise Technology & Information team to monitor CaseWare ticket volume, identify trends, and improve the issue management processes
• Participate in the initial exploration and assessment of new assurance software tools
• Develop and execute test cases to assess the functionality and performance of new assurance software
• Develop and document formalized processes and controls around new assurance software tools
• Develop, maintain and update practice management tools
• Liaison between National Office , AI and Enterprise Technology & Information
• Collaborate with internal teams and facilitate the resolution of gaps that have been identified in current processes