EisnerAmper

Chief Marketing Officer

• Lead the delivery function across website development, digital marketing, branding, CRM, and strategic marketing engagements.
• Oversee a portfolio of projects to ensure work is delivered on time, on budget, within scope, and aligned with client objectives.
• Serve as the senior escalation point for delivery, proactively identifying risks, resolving issues, and maintaining momentum across engagements.
• Provide executive oversight on complex, high-value, or high-visibility projects.
• Translate contracts, scopes of work, retainers, campaign plans, website needs, and recurring deliverables into organized internal project plans, timelines, task lists, and workflows.
• Partner closely with Account Management to ensure client expectations, project priorities, and delivery plans remain aligned throughout the lifecycle of every engagement.
• Drive accountability across cross-functional teams for project health, communication, quality, and execution.
• Directly manage and develop the Senior Project Manager and Project Coordinator.
• Audit and continuously improve delivery processes to create a more scalable, efficient, and predictable client experience.
• Design and implement standardized methodologies for project planning, resource management, status reporting, documentation, quality assurance, and risk management.
• Improve forecasting, capacity planning, workload balancing, and resource utilization across the practice.
• Work closely with the Director of MarTech to lead the department’s adoption of AI-enabled project management and operational workflows using tools such as Copilot Enterprise, ChatGPT, Claude, and other approved AI platforms.
• Serve as a senior client-facing leader on strategic engagements, bringing confidence, professionalism, and operational expertise to key meetings and conversations.
• Monitor portfolio health through key delivery metrics including project profitability, utilization, resource capacity, timeline adherence, and client satisfaction.
• Create a culture of accountability, proactive communication, continuous improvement, and exceptional client service.

Director of Client Delivery – Growth & Marketing Practice

Client Services Representative

• 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 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
• Responsible for training, supervising and ongoing development of associates and seniors
• Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements

Tax Manager – Private Client Services

Sales Operations Manager

• Collaborate with senior sales leadership to define and implement effective sales strategies and programs.
• Demonstrate familiarity with buyer budgets, roles and personas, and prime sales teams with insights.
• Provide teams with the necessary tools, knowledge, and content to meet and guide their end-customers throughout the various stages of their journey.
• Partner with sales teams to refine processes and tactics to better target potential and existing customers.
• Collaborate with proposal teams to develop innovative and technical sales content and liaise with contracts and procurement management resources as needed.
• Conduct client and prospect research to inform pursuit strategies
• Develop and manage proposal content, RFP responses, and client/competitor intelligence and analysis in partnership with practice and engagement leadership
• Build and maintain sales presentation materials, pitch decks, and other sales messaging
• Monitor and analyze sales performance metrics to identify areas for improvement and ensure alignment with business growth objectives.
• Utilize analytics to provide strategic insights and recommendations to senior management.
• Prepare and present reports on the success of growth efforts and campaigns, recommending and implementing improvements based on analytical findings.
• Stay updated with market and industry trends and competitor strategies.
• Conduct extensive market research to identify new opportunities and insights.
• Provide clear guidance on best practices for knowledge sharing to include creating frameworks, documenting processes, and facilitating training sessions to ensure that knowledge is effectively disseminated throughout the organization.
• Content Curation: Ability to identify, collect, and organize valuable information and resources in a logical and easy-to-use form for sales teams and develop and furnish sales content for sales staff.
• Project Management: Skills in planning, executing, and overseeing projects, particularly those related to sales initiatives, with the ability to meet deadlines and manage resources effectively.
• Information Governance: Understanding of policies, processes, and standards for managing information lifecycles, ensuring data quality, privacy, and security.

Sales Enablement Manager

• Supervise a team, foster strong client relationships, and collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and technical excellence while maintaining clear visibility into engagement status, deadlines, and deliverables.
• Oversee tax planning and compliance functions for ultra-high net worth individuals and their families, ensuring timely, accurate delivery of federal, state, and local returns, while proactively identifying and resolving workflow, technical, or client-related delays.
• Possess comprehensive knowledge of hedge fund K-1 treatment, with strong understanding of trusts, estates, gifts, and charitable entities, and ensure consistent application of tax law and firm standards across all engagements.
• Perform primary review of complex tax returns, ensuring technical accuracy, proper documentation, and minimal rework, while identifying recurring issues and driving continuous improvement.
• Serve as a primary client contact, delivering proactive tax planning insights, responding to inquiries with clarity and urgency, and supporting client meetings and presentations.
• Monitor engagement budgets, realization, and team utilization; identify margin risks, scope creep, or inefficiencies, and implement solutions to improve performance and profitability.
• Cultivate and nurture relationships with clients, internal teams, and external stakeholders while promoting accountability and ownership across the engagement team.
• Provide coaching, training, and real-time feedback to staff; support recruiting, onboarding, and performance evaluation efforts; and contribute to the continuous development of team capabilities.
• Leverage tax technology, data tools, and process improvements to enhance efficiency, quality, and scalability of service delivery.
• Actively participate in business development efforts, including identifying opportunities, supporting proposals, and expanding client relationships.
• Stay current on tax law changes and collaborate across the firm to ensure consistent, high-quality service delivery.

Senior Tax Manager – Private Client Services

• Telecom related tax and regulatory surcharge compliance
• Preparing & Reviewing: Federal Universal Service Fund (USF) filings — FCC Forms 499-A and 499-Q
• State and local telecom tax returns
• E911, TRS, gross receipts, and utility commission reports
• Annual and quarterly regulatory filings with state PUCs or the FCC
• Manage client portfolios and coordinating deadlines across multiple jurisdictions

Senior Telecom Tax Associate

• Assist with IRS examinations and appeals, including responses to Information Document Requests, Notices of Proposed Adjustments and preparation of appeals protests
• Help prepare penalty abatement requests and relief requests for missed elections
• Address collection matters including Installment Agreements, Offers in Compromise and Collection Due Process Hearings
• Perform tax research and draft tax memoranda on a broad range of federal tax issues
• Contact the IRS Service Center and correspond on various tax account issues
• Assist with training programs and thought leadership publications
• Mentoring staff

Tax Controversy Manager

• Review of international tax compliance forms and working with a dedicated international tax team
• Prepare analysis and computations for Subpart F, GILTI, PFIC, PTEP, and FTC, including §962 elections and treaty-based positions
• Collaborate with the Private Client Services and Trust & Estate groups on cross-border matters for individuals and families with global holdings and activities
• Develop tax planning opportunities arising from inbound and outbound cross-border transactions and activities
• Manage day-to-day interactions with clients and ensure the completion of both tax compliance and advisory projects

Senior Manager – International Tax, Individuals

• 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.
• 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 ensure efficient and effective delivery of tax services.
• Mentor and coach junior team members.

Experienced Tax Associate – Private Client Services

Financial Planning and Analysis

• Completes, analyzes and reports on project goals and objectives while ensuring proper time management and productivity
• Reviews, documents, and creates reports relevant to financial transactions
• Prepares relevant internal & external reports including reconciliation and resolution of related financial reporting issues
• Creates and maintains financial records in accordance with project compliance requirements
• Maintains accounting and program internal controls; documents and escalates any findings and makes recommendations for improvements
• Performs quality control review of funds disbursement activities
• Communicates with supervisor any obstacles or items of concern
• Plans, coordinates and completes all aspects of disbursements related to project administration
• Documents procedures performed, findings and drafts/compiles work papers, reports and client correspondence
• Partners with internal tax professionals to complete tax filings and related procedures
• Participates in activities and supports relationships with external process partners

Staff II – Financial Management Disbursements

Manager

• high level oversight and management of large, multi-faceted Mass Tort projects
• supervise the work of interns, staff, and other consultants
• manage all phases of a program including strategic planning, work planning, mobilization, execution, and closeout consistent with established program delivery processes
• guide projects and programs to fulfill client, stakeholder and PM goals
• ensure that the scope of work is completed to the satisfaction of the client and key stakeholders, while ensuring that quality, financial, risk management, business and policy expectations are met
• serve as one of the firm’s primary contacts with the client regarding project status, progress, scope, schedule and budget
• ensure compliance with applicable policies and procedures, laws and regulations

Manager – Mass Tort Services

• Manages the client engagement team through all phases of a project
• Prepares court documents necessary for the fulfillment of court appointed role
• Maintains data integrity of notice lists
• Exhibits excellent client service skills
• Supports business development activities
• Builds and maintains a growth pipeline
• Serves as one of the firm’s primary contacts with the client
• May be required to work extended hours, or travel to/work from different firm offices

Senior Manager – Bankruptcy Claims and Noticing

Solutions Engineer

• Serve as lead developers on the EisnerAI Platform, designing and implementing the technical architecture
• 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
• 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

• Support the review and analysis of tax returns and workpapers, identifying technical issues and opportunities for further research and structuring considerations
• Proactively research tax law changes, emerging issues, and industry trends, with a focus on understanding the technical implications on real estate structures and transactions
• Draft technical memoranda and communicate complex tax concepts in a clear, practical manner to internal stakeholders and clients
• Responsible for research and analysis of various federal income tax issues, including real estate tax, partnerships, REITs, S corporations, C corporations, timing issues and accounting methods, and other matters
• Transactional analysis and tax structuring related to the acquisition, restructuring, and disposition of real estate assets in joint venture, fund and REIT/blocker structures
• Manage REIT tax structuring and due diligence projects for real estate acquisition transactions
• Consult and advise on like-kind exchanges and reverse like-kind exchanges focusing on tax implications with respect to boot and liabilities
• Assist with the review of fund documents, joint venture/lower-tier partnership agreements and the tax consequences of the economic agreements (tax allocations, distribution preferences, etc.)
• Review of tax projections, tax workpapers and tax returns for clients in the real estate industry including partnerships and REITs
• Monitor and review legislative and administrative updates impacting real estate, REITs, real estate private equity, and debt fund clients, including development of related internal and external content
• Draft Firm-wide alerts on current developments in federal income tax
• Assist with Firm-wide trainings in federal income tax

Senior Associate/Manager – Tax, Real Estate

• Tax Return Detail Review
• Prepare complex returns (complexity determined by the manager)
• Research intermediate tax issues
• Complete various tasks to assist manager
• Prepare supporting documents and schedules for intermediate tax projects
• Respond to IRS, state/local and other notices
• Assist manager with routine client correspondence
• Helps organize client meetings under the direction of a manager or partner
• Experienced Senior may manage a limited number of clients
• Develop staff and interns - oversee, provide coaching and training

Senior Tax Associate – Affordable Housing

• 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
• 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