Consultant in Financial Transformation supporting major clients in Banking and Insurance. Engaging in projects to enhance Financial performance and processes over various phases.
About the role
- Tax Director managing consulting and compliance for Financial Services State & Local Tax team at EisnerAmper. Building a tax group and mentoring staff while enhancing client services in a collaborative, innovative environment.
Responsibilities
- Building a Financial Services State and Local Tax group
- Multistate consulting and compliance services, including technical review of partnership and corporate state and local tax returns, with attention to multistate tax issues such as allocation, apportionment, modifications, nexus, unitary filings, and flow-through taxation
- Residency issues
- 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 as well as investor packages including state K-1s and grids and related filings
- Researching and analyzing state tax legislation and analyzing the impact to clients
- Assisting with various tax consulting projects including research and writing projects related to tax planning, restructuring, and accounting for income taxes
Requirements
- Bachelor’s degree in Accounting or equivalent field
- CPA, EA, or JD
- 10 + years of experience in state taxation
- 5+ years of supervisory experience
- Financial Services and Asset Wealth Management client experience within SALT (preferred)
- Master’s degree in Accounting or equivalent field (preferred)
- State income tax experience (preferred)
- Experience with state tax planning, tax research, and tax analysis (preferred)
- Experience with tiered flow-through entities and investment vehicles (preferred)
Benefits
- flexibility to manage your days in support of our commitment to work/life balance
- culture that has received multiple top “Places to Work” awards
- numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts
Job title
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Degree requirement
Tech skills
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