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
• 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
• Collaborating with other in-house tax professionals and 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
• Basic 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

What Work You Will Be Responsible For

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
• 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
• Collaborating with other in-house tax professionals and 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

Basic 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