Tax Director - Financial Services State and Local Tax (SALT)
About the Role
EisnerAmper is seeking a Tax Director for our Financial Services State & Local Tax team. In this role, you will be involved in new business opportunities as well as servicing existing long-standing clients in a compliance and consulting capacity. You will also engage in thought leadership, technology initiatives, and staff development and mentoring.
Responsibilities
- Build a Financial Services State and Local Tax group.
- Provide multistate consulting and compliance services, including:
- Technical review of partnership and corporate state and local tax returns, focusing on multistate tax issues such as allocation, apportionment, modifications, nexus, unitary filings, and flow-through taxation.
- Address residency issues.
- Conduct state tax consulting, including nexus and taxability studies.
- Provide audit defense.
- Perform research and writing.
- Conduct due diligence.
- Coordinate and collaborate with other in-house tax professionals and clients.
- Review and consult on pass-through entity issues, including:
- Estimated payment, withholding, and composite tax calculations.
- Investor packages including state K-1s, grids, and related filings.
- Research and analyze state tax legislation and assess its impact on clients.
- Assist with various tax consulting projects, including research and writing related to tax planning, restructuring, and accounting for income taxes.
Requirements
- Bachelor’s degree in Accounting or equivalent field.
- CPA, EA, or JD certification.
- 10+ years of experience in state taxation.
- 5+ years of supervisory experience.
Preferred Qualifications
- Financial Services and Asset Wealth Management client experience within State and Local Tax (SALT).
- Master’s degree in Accounting or equivalent field.
- State income tax experience.
- Experience with state tax planning, tax research, and tax analysis.
- Experience with tiered flow-through entities and investment vehicles.
About EisnerAmper
EisnerAmper is one of the largest accounting, tax, and business advisory firms in the U.S., with nearly 4,500 employees and over 450 partners worldwide. We combine responsiveness with a long-range perspective to help clients meet pressing issues and position them for future success. Our clients include sophisticated financial institutions, start-ups, global public firms, middle-market companies, high net-worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across various industries.
Work Culture
- Flexibility to manage your schedule in support of work/life balance.
- Inclusive culture recognized with multiple "Places to Work" awards.
- Collaborative environment where diverse ideas and experiences drive innovation.
- Numerous Employee Resource Groups (ERGs) supporting Diversity, Equity, & Inclusion (DE&I).
- Empowerment to challenge the status quo and bring new ideas to the table.
About Our Tax Team
As the largest service line within the firm, EisnerAmper’s Tax Group provides trusted and innovative tax solutions while creating opportunities for personal and professional growth. Employees have the flexibility to focus on preferred work areas and shape their careers autonomously. Our culture blends collaboration, innovation, and transparency, enabling us to deliver impactful business advisory services alongside traditional tax solutions.
Preferred Location: New York