Program Lead responsible for delivering engagement programs and shaping culture across Client Services at Bank of America. Collaborating with leadership to drive connection, inclusion, and team effectiveness.
About the role
- Tax Partner at EisnerAmper providing compliance and consulting services to high net-worth individuals and family offices. Leading engagements and mentoring staff in a prominent accounting firm.
Responsibilities
- 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
Requirements
- Bachelor’s degree in Accounting or equivalent field
- CPA or JD
- 15 + years of progressive tax experience
- 2+ years as a Partner or Director at a public accounting firm
- 10+ years of supervisory experience, mentoring and counseling associates
- Experience working with high net-worth individual, family office clients and closely-held businesses
Benefits
- flexibility to manage your days in support of our commitment to work/life balance
- received multiple top "Places to Work" awards
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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