Tax Partner - Financial Services State and Local Tax (SALT)
About the role
EisnerAmper is seeking a Partner for our Financial Services State & Local Tax team. The role involves both new business opportunities and servicing existing clients in a compliance/consulting role. It also includes thought leadership, technology initiatives, and staff development.
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
- 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
Qualifications
- Bachelor’s degree in Accounting or equivalent field
- CPA, EA, or JD
- 15 + years of experience in state taxation
- 7 + years of supervisory experience
Preferred/Desired Qualifications
- Financial Services and Asset Wealth Management client experience within 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
Pay
Negotiable based on experience and qualifications.
Schedule
Hybrid schedule with flexibility to support work/life balance.
Benefits
Comprehensive benefits package including health insurance, retirement plans, and employee resource groups supporting diversity, equity, and inclusion.
Skills
Strong analytical skills, excellent communication abilities, and the ability to lead and mentor others.
Benefits
Multiple top “Places to Work” awards, recognition for innovation, and a supportive culture that values diversity, equity, and inclusion.