EisnerAmper

Consultant

• Evaluate client needs and recommend project approaches and strategies
• Understand and apply concepts from 2 CFR 200, executive orders (EO’s), OMB memoranda, etc across the grant lifecycle
• Assist in the review of funding requests and development of competitive grant applications
• Provide grants monitoring and oversight, including recipient and subrecipient monitoring per 2 CFR 200
• Review and analyze grantee budgets for reasonableness and allowability of costs
• Support clients in navigating award terms, amendment requests, grant closeout, and compliance requirements
• Guide clients through pre-award, post-award, and closeout phases of the grants lifecycle
• Interpret federal and state grant regulations, including ARPA, BIA, DHHS, IHS, IIJA, and DHHS programs
• Prepare client deliverables and ensure the quality, timeliness, and accuracy of work
• Support internal process improvement and knowledge sharing
• Build and maintain trusted relationships with internal teams and client contacts
• Provide specialized guidance to tribal, healthcare, and nonprofit clients in aligning funding opportunities with strategic goals

Senior Consultant – Grants Management, Government Sector Services Advisory

Artificial Intelligence

• Act as the go-to AI resource for your assigned team by meeting with stakeholders, understanding their workflows and pain points, and identifying where AI can provide practical value
• Triage incoming AI requests and determine the right path forward, whether that’s building a quick solution yourself, guiding someone to do it, or escalating to the broader AI or platform team
• Design and build low-code AI solutions such as prompts, workflows, agents, and rapid prototypes, then test, iterate, and refine them based on real user feedback
• Lead working sessions and provide hands-on coaching to help teams adopt AI tools, improve how they work, and build their own solutions with confidence
• Analyze AI usage and adoption trends to identify where teams are getting stuck and proactively deliver targeted support and enablement
• Contribute to firm-wide AI initiatives by collaborating with other AI Coaches, supporting internal programs and content, and helping execute trainings, events, and workshops
• Continuously stay current on emerging AI tools and capabilities while expanding your own skill set and sharing best practices across the firm

AI Coach – AI Enablement, Adoption

Financial Planning and Analysis

• Building a Financial Services State and Local Tax group
• Multistate consulting and compliance services
• Technical review of partnership and corporate state and local tax returns
• State tax consulting, including nexus and taxability studies
• Audit defense
• Research and writing
• Due diligence
• Coordinating and collaborating with other in-house tax professionals, as well as clients
• Reviewing and consulting on pass-through entity issues including estimated payment, withholding and composite tax calculations

Tax Partner – Financial Services, State and Local Tax (SALT)

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 contractor and owner's certs, DCR

Audit Senior Manager – Affordable Housing

• 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.)
• Draft emails and memos
• Review of tax projections, tax workpapers and tax returns for clients in the real estate industry including partnerships and REITs
• Oversee and manage the tax return process including identification and resolution of tax issues
• 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

Tax Director – Real Estate

Director

• shape and execute the strategic vision of our Retirement Plan Services practice
• drive new business development, including sourcing, presenting, and closing retirement plan opportunities
• serve as the firmwide subject matter expert on retirement plans, fiduciary standards, and regulatory considerations
• lead complex client engagements, including 401(k), defined benefit, and cash balance plans
• partner with Prosperity advisors and EisnerAmper stakeholders to expand referral opportunities and deepen client relationships
• lead and develop the Retirement Plan Services team
• design and implement a scalable, standardized service model across onboarding, servicing, and ongoing client support
• ensure operational discipline, data integrity, and effective use of systems and reporting tools
• oversee relationships with recordkeepers, TPAs, and external partners

Director of Retirement Plan Services

Accounting Manager

• support month-end close processes
• ensure compliance with accounting standards
• collaborate with cross-functional teams and clients to ensure timely and accurate financial reporting
• communicate and work on a variety of assignments potentially including progress and status, scope, schedule, and budget as well as progress of deliverables, client reviews, technical input, and comment resolution
• perform research for technical accounting issues as appropriate; formulates resolution of issues identified through the research process

Senior Accountant – Outsourced Accounting Services, Special Projects

Accountant

• Contribute toward a team covering one or more client relationships
• Assist in the preparation and review of financial statements, including but not limited to, Balance Sheet, Statement of Investments, Statement of Operations, Statement of Cash Flows, and Notes to Financial Statements
• Prepare general ledger and work paper files for accuracy and completeness, including capital activity, investment activity, income, and expense accruals, etc.
• Prepare Partner Capital reports including Partner P&L
• Prepare and calculate monthly interest accruals, management fees and capital allocations
• Calculate capital call and distribution notices, sources/uses of cash, and investor notices
• Reconcile cash balances daily for multiple accounts
• Calculate quarter end final and estimated NAVs
• Support the year-end audit process, in collaboration with the team, client, and auditors
• Train and mentor junior staff

Senior Fund Accountant – Real Estate Private Equity

Client Services Representative

• Supervise a team, foster strong client relationships, and collaborate closely with Partners
• Oversee tax planning and compliance for ultra-high net worth individuals
• Perform primary review of complex tax returns
• Serve as a primary client contact, delivering proactive tax planning insights
• Monitor engagement budgets and performance
• Provide coaching, training, and real-time feedback to staff
• Actively participate in business development efforts
• Stay current on tax law changes

Tax Senior Manager – Private Client Services

• Perform supervisory responsibilities for the team, including ensuring staff members are meeting all expectations and serving as a performance career coach to staff and completing annual evaluations
• Evaluate client needs and engagement scope, manage activities for completing work, and assist with oversight of overall quality control of client deliverables
• Support clients in maintaining compliance with the Universal Notice, Stafford Act, 24 CFR 570, 2 CFR 200, and other applicable regulations and Federal Register Notices, including researching and interpreting relevant regulations
• Support clients in designing and implementing disaster recovery programs that meet all eligibility requirements, including analyzing eligibility of costs and activities and National Objective
• Use knowledge and experience to help determine method of program implementation and program design
• Draft and/or evaluate grantee Action Plan Amendments to ensure compliance with CDBG-DR regulations
• Develop policies and procedures that comply with all relevant regulations and the grantee’s Action Plan
• Support team strategic planning and growth by identifying and tracking disaster recovery trends and updates and identifying opportunities to provide new or expanded services
• Actively engage in business development activities such as participating at conferences, developing thought leadership and insights, and responding to request for proposals, including the identification and review of funding opportunities and development and submission of proposals
• Identify recovery-related assistance gaps/needs and provide recommendations to leverage current resources to increase program impact
• May be required to occasionally work extended hours, and travel to/work from different firm offices and/or client locations

Consulting Manager – CDBG-DR

IT Support

• Oversee internal audit and risk management engagements within the Risk and Compliance Services practice primarily focused on broker/dealer, fin tech, PE and RIA clients.
• Project manage SOX 404 engagements including conducting walkthroughs, designing and leading internal control testing with periodic status updates to client’s management
• Prepare scoping and risk assessments or Internal Audit using a risk base methodology
• Prepare Audit Committee presentations and attend Audit Committee meetings, when necessary
• Lead other types of consulting engagements

Internal Audit Manager – Risk & Regulatory Services

• Ensures client satisfaction through all stages of the client lifecycle as well as promoting add-on products and services.
• Develop a comprehensive understanding of Sage Intacct’s cloud financial management solution and keeps abreast of upcoming product releases
• Conducts periodic meetings with clients to understand and capture feedback and additional opportunities.
• Provides oversight of team leaders and teams in identifying resource needs and completing individual responsibilities within the client lifecycle.
• Assesses manual accounting processes to make automation recommendations to clients and team.
• Prepares work papers, coordinates client approvals, and submits orders with Sage Intacct reflecting results of software add-on and renewal efforts.
• Ensures documents maintained from client agreements are complete, current, and stored appropriately.

Manager – Cloud Accounting, Client Success

• 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 – Private Client Services

Marketing

• Support day-to-day administration of marketing technology applications
• Manage user access, permissions, and platform documentation
• Troubleshoot system issues and escalate technical problems as needed
• Support research and implementation of new MarTech applications and integrations
• Provide insights and recommendations to marketing team
• Assist with automation and workflow improvements across MarTech stack
• Collaborate cross-functionally to align marketing systems with business objectives
• Support vendor management and external platform partners
• Identify automation opportunities to improve efficiency
• Recommend system enhancements and process improvements
• Support testing of new features before deployment
• Develop and maintain campaign reporting dashboards and KPI tracking
• Leverage AI tools to streamline marketing workflows
• Evaluate and implement AI-powered MarTech solutions to improve team productivity
• Assist in building prompt libraries and internal best practices for AI tool usage across the marketing team
• Monitor emerging AI trends relevant to marketing technology and surface relevant opportunities