EisnerAmper

• Acts as a liaison between the tax service line and the tax transformation team
• Builds working rapport with business stakeholders and technology teams to enable complete understanding of business requirements
• Plan and strategize the methods to test and evaluate the effectiveness of newly delivered features
• Provide regular reports on status of testing to leadership
• Collaborate with tax and transformation teams to identify metrics that measure the efficiency and effectiveness of new technologies
• Contribute to thoughtful and creative discussions with project sponsors, stakeholders, department and leadership on strategic goals, resources, scheduling, plans and challenges.
• Plans, designs, and executes testing practices to validate the solutions meet the functional specifications

Tax Technology Specialist

Client Services Representative

• training, supervising and ongoing development of associates and seniors
• Prepare and review tax returns for individuals, partnerships, corporations, and other entities
• Build impactful relationships with clients and maintain relationships with firm leadership
• Cultivate expertise in and impart specialized knowledge congruent with firm niches
• Actively solicit new client relationships and participate in client/potential client seminars

Tax Manager – Private Client Services

• Leading, planning and supervising multiple engagements which include consulting, compliance, and tax planning services.
• Assisting with and managing IRS and state audits as well as responses to notifications as needed.
• Ability to guide clients and members of the firm through complex tax rules and regulations.
• Consulting with engagement team to promote new ideas and innovative planning opportunities to clients.
• Managing client communications and relationships.
• Participating and actively contributing to new business development activities.
• Training, supervising, and mentoring other Interns and Associates on the team.

• architect and develop cloud-native applications on SAP BTP using the ABAP RESTful Application Programming Model (RAP) and SAP Cloud Application Programming Model (CAP), adhering to SAP Activate and Clean Core principles
• develop and maintain CDS views, OData services, Business Events, and BTP Integration Suite artifacts supporting end-to-end accounting and billing workflows
• collaborate with the SAP S/4HANA Finance and Project Systems teams to ensure seamless integration between ERP processes (GL, AR, AP, Project Billing) and BTP-hosted applications
• design and implement data models, federated views, and data flows within SAP Datasphere to support enterprise-wide analytics, financial reporting, and operational decision-making
• build and maintain SAP Analytics Cloud (SAC) solutions including stories, planning models, predictive scenarios, and multi-dimensional reporting aligned to FP&A, revenue, and workforce planning requirements
• deliver technical specification documents, architecture decision records (ADRs), and test plans; support integration testing, UAT, and post-go-live stabilization
• communicate complex technical concepts clearly to non-technical stakeholders including Partners, Finance leadership, and executive sponsors.

SAP Development Lead – Senior Manager

• Prepare and review tax returns for corporations and other entities, ensuring accuracy and compliance with applicable tax laws and regulations.
• 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.
• Participate in client engagements while 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.

Staff II Tax Associate – Corporate Tax

• Review and prepare federal and multi-state individual and trust tax returns for high net-worth individuals and families
• Research and critically analyze tax technical issues
• Advise and provide guidance on tax planning and compliance matters
• Delegate workflow to staff and see work products to their completion
• Regularly interact with clients and timely respond to their requests/questions
• Correspond and communicate with federal and state taxing authorities regarding nonresident tax withholding, client penalty notices, and other items
• Address ad-hoc needs of clients, including analyses of potential tax implications of transactions, life events, etc.

Senior Tax Manager – Private Client Services

Tax Director – Private Client Services

Manager

• 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 Senior Manager – Affordable Housing

Program Manager

• Drive the planning, execution, and adoption of firmwide Assurance AI initiatives
• Manage multiple workstreams, tracking milestones, dependencies, risks, and success metrics across the Assurance AI roadmap
• Serve as a central program coordination and escalation point across Assurance leadership, Enterprise Artificial Intelligence Team, Enterprise Technology, National Office, and external vendors
• Drive preparation of reporting, including Steering Committee materials, executive updates, dashboards, and decision‑ready readouts
• Coordinate with product owners, technical leads, and domain experts to support planning, prioritization, and delivery of AI-enabled solutions
• Support Responsible AI and assurance‑specific governance processes
• Maintain program artifacts including roadmaps, dependency logs, resource plans, and adoption metrics
• Identify cross‑initiative risks and opportunities, proactively driving issue resolution, process improvement, and continuous optimization

Assurance AI Program Director

Artificial Intelligence

• Serve as a technical authority for Assurance AI solutions, including architecture, integration patterns, scalability, and operational readiness
• Define and maintain approved technical standards, reference architectures, and design patterns for AI-enabled assurance tools
• Ensure alignment between Assurance AI initiatives, enterprise technology standards, security requirements, and data governance policies
• Partner with Assurance leadership, National Office, and Enterprise AI teams to ensure AI solutions operate within Responsible AI, audit quality, and regulatory guardrails
• Support inspection readiness by ensuring AI-enabled workflows include appropriate controls, audit trails, documentation, and human-in-the-loop oversight
• Represent assurance business technical considerations and risk assessments in governance forums, including Architecture Review bodies
• Lead technical due diligence and evaluation of AI platforms, tools, and vendors used within the Assurance practice
• Serve as a primary assurance subject matter technical interface with strategic partners (e.g., AI vendors, audit platforms), influencing roadmap alignment and integration strategy
• Oversee technical integration of AI solutions with core assurance platforms, including structured data environments
• Guide solution design reviews, readiness assessments, and release recommendations
• Support development of technical enablement materials, implementation guidance, and escalation models for Assurance teams

Assurance AI Technology Director

Financial Planning and Analysis

• Support the month-end close process across multiple CPG client engagements — prepare journal entries and schedules
• Review and provide feedback on the work of Senior and Staff Accountants, ensuring accuracy, completeness, and adherence to client-specific accounting policies
• Perform and review inventory accounting, including COGS reconciliation, landed cost tracking, purchase order matching, and inventory reserve analysis
• Review and reconcile trade spend activity — including slotting fees, promotional allowances, co-op advertising, and retailer deductions
• Review accounts payable, accounts receivable, and vendor/customer subledger reconciliations across multiple sales channels (DTC, Amazon, wholesale)
• Assist in the preparation and review of monthly financial packages, including P&L, balance sheet, and cash flow statements with supporting variance commentary
• Oversee data flows and reconciliations between platforms such as Shopify and Amazon Seller Central and accounting systems (QBO, NetSuite), flagging discrepancies for resolution
• Help prepare client books for audits, lender reporting, and investor data requests
• Identify workflow gaps and escalate recommendations for process improvements, chart of accounts structure, and system configurations to the Controller or engagement lead
• Collaborate with client contacts on purchase order workflows, 3PL reconciliations, and inventory cycle counts

Manager – Consumer Packaged Goods, Outsourced Accounting & Finance

• 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

• 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

Tax Technology Specialist

Tax Manager – Private Client Services

Tax Manager – Private Client Services

SAP Development Lead – Senior Manager

Staff II Tax Associate – Corporate Tax

Senior Tax Manager – Private Client Services

Tax Manager – Private Client Services

Tax Director – Private Client Services

Audit Senior Manager – Affordable Housing

Assurance AI Program Director

Assurance AI Technology Director

Manager – Consumer Packaged Goods, Outsourced Accounting & Finance

Senior Director, Finance Transformation and Systems

AI Technical Project Manager

Manager – Mass Tort Services