EisnerAmper

Administrative Assistant

• Provide partner and colleague support for administrative needs
• Assist with onboarding new clients and coordinating communication with other operational teams for new client setup tasks
• Assist with client project management by coordinating with clients to gather information, responding to inquiries, and tracking return deadlines to ensure timely completion and client satisfaction
• Support the preparation and delivery of engagement letters for clients, ensuring accuracy and proper timelines
• Utilize workflow tools to complete administrative tasks efficiently and improving team productivity
• Maintain accurate and up-to-date client databases and filing systems
• Manage client portal engagement and user management, ensuring seamless access to documents and information for clients and internal stakeholders
• Draft correspondences, and email, and/or send via Firm software
• Assist with tax return processing, including the printing, collation, and electronic e-filing of various returns and extensions of all types
• Print and scan of documents
• Perform other duties as assigned

Tax Administrative Assistant

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
• 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

Tax Manager – Private Client Services

Risk

• plans, performs and reports on outsourced and/or co-sourced Internal Audit and/or Information Technology audits.
• 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.
• Plans, prepares, directs and completes assigned tasks in an efficient manner and within allotted timeframes.
• 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.
• Builds and maintains trusted relationships with diverse group of clients, team members, managers, and subject matter experts.

Senior Internal Audit and Risk Advisory

• Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business
• Collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise
• Oversee tax planning and compliance functions for ultra-high net worth individuals and their families
• Engage with clients to deliver innovative tax planning, consulting, and compliance solutions
• Take on the primary review of complex tax returns and maintain regular communication with clients
• Cultivate relationships with clients, staff members, and external third-party client vendors
• Provide training and supervision to staff members, including reviewing and evaluating their work
• Actively solicit new client relationships and participate in client/potential client seminars

Tax Senior Manager – Private Client Services

• Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business
• Collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise
• Overseeing tax planning and compliance functions for ultra-high net worth individuals and their families
• Provide innovative tax planning, consulting, and compliance solutions
• Take on the primary review of complex tax returns and maintain regular communication with clients
• Cultivate and nurture relationships with clients, staff members, and external third-party client vendors
• Provide training and supervision to staff members, including reviewing and evaluating their work
• 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

IT Support

• Prepare most difficult audits
• Workpaper review
• Review common files
• Resolve significant client issues
• Prepare billing
• Engagement management, communication, tracking, and oversight
• Filling in engagement team gaps
• Actively involve in firm initiatives
• Prepare/review 10%, contractor and owner's certs, DCR
• May participate in recruiting activities such as attending job fairs or participating in interviews

Audit Manager – Affordable Housing

• Lead and grow the Employee Benefits tax practice
• Establish the practice’s technical standards, methodologies, and internal quality review processes
• Collaborate with firm leadership to expand service offerings
• Serve as the firm’s senior technical authority on various tax compliance aspects
• Advise clients on the tax implications of executive compensation arrangements

Tax Leader – Employee Benefits Group

Insurance

• Prepare budgets for each engagement
• Run client engagements including pre-audit planning
• Review client accounting, operating procedures and systems of internal control
• Conduct audit tests to verify fair representation of client financial statements
• Document workpapers and develop accounting worksheets
• Perform research on technical issues
• Review staff prepared workpapers and programs
• Identify issues and propose appropriate solutions
• Keep manager/partner informed on status of job
• Communicate with client in order to complete the audit in a timely and efficient manner
• Supervise, train and mentor staff during engagement
• Assess performance of staff for engagement evaluations

Senior Associate – Real Estate

Manager

• Collaborate to plan audit objectives and determine an audit strategy
• Lead multiple audit engagements and competing priorities
• Review and examine, and analyze accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards
• Maintain active communication with clients to manage expectations, ensure satisfaction, and lead change efforts effectively
• Understand and manage firm risk on audits and proposals
• Supervise, train and mentor staff during engagement
• Assess performance of staff for engagement evaluations

Assurance Manager – Real Estate

• Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business.
• Oversee tax planning and compliance functions for ultra-high net worth individuals and their families.
• Directly engage with clients to deliver innovative tax planning, consulting, and compliance solutions.
• Take on the primary review of complex tax returns and maintain regular communication with clients.
• Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities.
• Collaborate with other tax professionals within the firm to ensure efficient and effective delivery of tax services.

Senior Tax Manager – Private Client Services

• Prepare and review tax returns for individuals, partnerships, corporations, and other entities
• Build impactful relationships with clients and maintain relationships with firm leadership
• Develop a working knowledge of the client's business and meet client deadlines
• Stay updated on changes in tax laws and proactively apply new knowledge to client engagements
• Collaborate with other tax professionals within the firm

Tax Experienced Staff Associate – Private Client Services

Accounting Manager

• support forensic accounting professionals in delivering accurate, organized, and defensible financial analyses for matrimonial and divorce proceedings.
• Assist forensic accountants in preparing financial analyses for matrimonial and divorce litigation.
• Collect, review, and organize financial documents including tax returns, bank statements, credit card statements, business records, payroll records, and investment accounts.
• Prepare document summaries, and supporting exhibits for expert reports and court presentations.
• Conduct preliminary financial tracing of income, expenses, and assets.
• Maintain organized electronic and physical case files at all times to ensure up to date production control in compliance with confidentiality standards at all times.
• Communicate with attorneys, clients, and third parties to obtain required financial documentation.
• Assist with discovery requests, subpoenas, and document productions.
• Support preparation for depositions, mediation, settlement conferences, and trial.
• Perform data entry and reconciliation of financial information using spreadsheets and accounting software.
• Ensure all work is completed within deadlines and adheres to legal and ethical standards Prepare conflict checks, engagement letters, billing and miscellaneous administrative functions.
• May be required to occasionally work extended hours, or travel to/work from different firm offices and/or client locations.

Forensic Accounting Paraprofessional

• Build and maintain strong relationships with dental practice owners, acting as a trusted advisor
• Conduct regular client meetings to understand their financial needs, goals, and challenges
• Provide strategic insights and actionable recommendations in a clear and accessible manner
• Collaborate with clients to develop customized financial plans, emphasizing their unique practice dynamics
• Facilitate effective communication between clients and our Accounting Team, ensuring client satisfaction
• Stay informed about industry trends, regulations, and business best practices
• Additional financial reporting responsibilities as needed

Manager, Client Accounting Services

• Evolve and maintain EisnerAmper’s enterprise compensation philosophy, policies, and governance model
• Lead modernization of compensation infrastructure, including job architecture, leveling frameworks, career pathing, and salary structures
• Ensure compliance with FLSA, state/local pay equity laws, and pay transparency regulations
• Lead all annual compensation programs—including merit, market adjustments, promotions, and bonus cycles—using Workday Advanced Compensation
• Develop tools, dashboards, and scenario‑planning models for leaders and HRBPs
• Conduct market benchmarking using Mercer, Radford, WTW, and peer group datasets
• Oversee design, modeling, and governance of incentive bonus programs

Senior Compensation Manager

• Coordinate with Managers, Directors, and Partners on all phases of R&D credit engagements
• Delegate tasks and review work performed by junior staff
• Conduct research on R&D tax credit statutes and IRS regulations
• Assist in gathering and analyzing client documentation
• Perform research credit calculations and prepare detailed technical reports
• Draft and review descriptions of qualified research activities
• Participate in client interviews and site visits

Tax Administrative Assistant

Tax Manager – Private Client Services

Senior Internal Audit and Risk Advisory

Tax Senior Manager – Private Client Services

Tax Senior Manager – Private Client Services

Audit Manager – Affordable Housing

Tax Leader – Employee Benefits Group

Senior Associate – Real Estate

Assurance Manager – Real Estate

Senior Tax Manager – Private Client Services

Tax Experienced Staff Associate – Private Client Services

Forensic Accounting Paraprofessional

Manager, Client Accounting Services

Senior Compensation Manager

Senior Associate – Research & Development Credits, R&D Tax