EisnerAmper

• Review all necessary tax reporting for clients as well as analysis and tax planning.
• Provide knowledge in the partnership, corporation, and individual areas including tax return review and proactive tax-planning advice.
• Support four partners within the firm and supervise, train, and mentor associates.
• Act as Controller or a CFO to clients.
• Manage, plan and supervise multiple engagements which include consulting, compliance, and tax planning services.
• Participate and actively contribute to new business development activities.
• Keep current on all industry developments and ensure processional development through ongoing education.
• Communicate with clients and coordinate with all staff.
• Become a relationship manager with clients and address concerns as they arise.

Senior Tax Manager – Healthcare

Consultant

• Support and execute consulting engagements including all aspects of client work, such as Research, Data Requests & Collection, Analysis and Financial Modeling
• Conduct benchmarking analysis using national data sets and internal proprietary data and develop and implement new procedures to improve the quality and quantity of work processed
• Assist in the development and sales process with potential clients, inclusive of introductory and formal sales process presentations

Senior Consultant – Healthcare

Manager

• Perform hands-on Revenue Cycle operational improvement and transformation initiatives
• Serve as an on-site, client-facing engagement lead
• Utilize data analytics and operational reporting to diagnose issues
• Support and execute consulting engagements including all aspects of client work
• Plan and prepare deliverable reports for review and presentation
• Conduct benchmarking analysis using national data sets
• Act as a trusted advisor to executive and operational stakeholders
• Build and maintain a growth pipeline and gather referrals
• Report engagement status, risks, issues, and opportunities to EisnerAmper Advisory leadership

Senior Manager – Healthcare Consulting

• Manages the client engagement team through all phases of a project, including strategic planning, work planning, mobilization, execution, and closeout
• Experience advising healthcare clients on end-to-end revenue cycle operations, including patient access, charge capture, coding, billing, claims management, and collections
• Proven ability to assess and improve RCM processes to enhance reimbursement, reduce denials, and decrease days in A/R
• Lead RCM transformation projects such as workflow redesign, technology implementation or vendor optimization
• Exhibits excellent client service skills including the identification of opportunities to provide additional services to clients and/or non-clients

Manager – Healthcare Consulting

Client Services Representative

• Perform partner level compliance review and tax return signoff
• Handle client consultations on planning opportunities and changes in tax law
• Working on proposals and assisting in developing new business
• Meeting prospective clients and developing relationships with new and existing clients
• Expanding services to existing clients
• Supervising engagements and special projects undertaken by the firm
• Overseeing all aspects of the client engagement
• Supervising, training and evaluating advanced level staff
• Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax function
• Maintaining exceptional technical knowledge of new tax issues and general business trends that affect the client

Tax Partner, Private Client Services

• Collaborate to plan audit objectives and determine an audit strategy
• Lead multiple audit engagements and competing priorities
• Review and analyze accounting records, financial statements, and other reports
• Maintain communication with clients to manage expectations and ensure satisfaction
• Supervise, train and mentor staff during engagements

Senior Assurance Manager – Governmental

• 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
• Directly engage with clients to deliver innovative tax planning, consulting, and compliance solutions
• Cultivate and nurture relationships with clients, staff members, and external third-party client vendors
• Stay updated on changes in tax laws, regulations, and accounting standards

Tax Senior Manager – Private Client Services

• Responsible for training, supervising and ongoing development of associates and seniors.
• 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.
• Mentor and coach junior team members.

Tax Manager – Private Client Services

• Responsible for training, supervising and ongoing development of associates and seniors.
• 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.
• 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.

• Coordinate, plan, and supervise multiple engagements which include consulting, compliance, and tax planning services
• Prepare federal, state, multi-state and international income tax returns
• Conduct research and planning according to applicable tax laws and regulations
• Appropriately respond to IRS and state tax notices
• Communicate with clients as directed by Manager
• Work as part of an integrated team
• Assist with the training and mentoring of Interns and Associates

Senior Tax Associate – Private Client Services

• Manage and develop a high-performing team of tax professionals
• Oversee tax planning and compliance functions for closely held businesses and their owners
• Directly engage with business owners, executives, and family decision-makers
• Review complex tax returns for entities and related individuals
• Interpret and analyze financial data to engage clients in meaningful conversations
• Identify necessary book-to-tax adjustments and assist with complex accounting matters
• Develop a working understanding of financial concepts like income normalization and EBITDA
• Mentor staff and seniors on accounting adjustments and related technical topics
• Collaborate with partners to build and expand client relationships
• Serve as a trusted advisor by proactively identifying tax-saving opportunities
• Manage engagement economics, including budgets, timelines, billing, and profitability
• Provide ongoing training, supervision, and mentorship to staff at various levels
• Stay current on changes in federal and state tax laws affecting clients

Senior Tax Manager – Private Client Services

• Responsible for training, supervising and ongoing development of associates and seniors.
• 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.
• 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.

• Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business
• Overseeing 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
• Review of complex tax returns and maintain regular communication with clients
• Provide training and supervision to staff members, including reviewing and evaluating their work

Financial Planning and Analysis

• 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

Artificial Intelligence

• lead business development efforts for AI consulting services
• engage C-suite executives, navigate complex buying cycles, and translate technical AI capabilities into strategic business value
• develop and nurture relationships with decision-makers through industry events, thought leadership, and strategic outreach
• conduct high-level discovery calls to understand business challenges, qualify opportunities, and advance prospects through the sales pipeline
• partner with technical teams to translate client needs into compelling proposals
• stay current on AI trends and emerging technologies to position our services effectively
• maintain a robust pipeline of qualified opportunities, accurately forecast revenue, and consistently meet/exceed sales targets
• contribute to content development, speak at events, and represent the firm as an AI advisory expert

Senior Tax Manager – Healthcare

Senior Consultant – Healthcare

Senior Manager – Healthcare Consulting

Manager – Healthcare Consulting

Tax Partner, Private Client Services

Senior Assurance Manager – Governmental

Tax Senior Manager – Private Client Services

Tax Manager – Private Client Services

Tax Manager – Private Client Services

Senior Tax Associate – Private Client Services

Senior Tax Manager – Private Client Services

Tax Manager – Private Client Services

Senior Tax Manager – Private Client Services

Chief Investment Officer

AI Sales Manager – AI Solutions