Senior Analyst, Tax Technology - Financial Services (Partnership Tax), New York, NY

The Mom Project is excited to partner with EisnerAmper in their search for a Senior Analyst, Tax Technology – Financial Services (Partnership Tax).

Large enterprises, privately owned companies, and high-net-worth individuals face near- and far-term accounting issues. They turn to EisnerAmper for comprehensive audit, accounting, advisory, consulting, and tax services – as well as smart, analytical insight delivered in an approachable style. EisnerAmper is one of the largest accounting, tax, and business advisory firms in the U.S., with more than 3,000 employees and 300 partners across the country. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies; as well as high net-worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. All EisnerAmper professionals take several signature approaches:

• Responsive – We listen to client concerns, and craft responsive solutions, tailored to their needs.
• Accountable – We look for actionable solutions that produce tangible measurable results for our clients. We focus on the practical.
• Principled – We uphold the highest ethical, regulatory, and legal standards of our profession.
• Relationship-Oriented – We seek to build long-term relationships with our clients, in order to help them grow, addressing their concerns at every step of their journey.

EisnerAmper is seeking a Senior Analyst, Financial Services. EisnerAmper has a number of incredible opportunities with the Tax Technology team that will be focused on Partnership Tax. The Senior Analyst will act as a solution tester and integrator, combining knowledge of Partnership Tax with technical competence.

We are seeking an energetic, self-motivated, curious, and creative person with ambition and passion that can collaborate effectively with stakeholders at all levels. Along with the Product Owner and Business Transformation team, this individual will also facilitate and participate in testing and implementing new technology and processes as well as become a subject matter expert for the focus area. Collaborating with the tax team and technology team, this individual will contribute to defining the future roadmap for multiple tools in the Partnership Tax space.

The ability to handle multiple competing priorities and communicate effectively will be critical to success in this role. Equally important will be the ability to apply tax expertise and experience to evaluate the technologies and make recommendations to the product team for future enhancements.

Responsibilities:

• Builds working rapport with business stakeholders and technology teams to enable a complete understanding of business requirements which will allow for more effective testing and implementation of technology solutions
• Test and evaluate the effectiveness of newly delivered features in a range of technology products
• Develop and execute test cases and summarize results in a concise and clear manner
• Serve as a Tax SME for technology teams to utilize when understanding, refining, and implementing new requirements
• Use industry experience to assist in implementing new solutions, as well as envisioning new ways of using or integrating existing solutions
• Engage with business and technology partners to clarify application functions, business processes, and data flow to align requirements specification and technology capabilities for the solution in addressing business expectations
• Work with other internal and external technology resources in performing functional walkthroughs and addressing FAQs to integrate solutions into business activities
• Plans, designs, and executes testing practices to validate the solutions meet the functional specifications including user interfaces, business logic, data access, etc.
• Develop and present live training; document end-user documentation including user guides, knowledge documents, and training materials

Qualifications:

• Bachelor's degree in Accounting, Business Administration, Business Management, Computer Science, or a related field preferred
• 2+ years of experience in Partnership Tax Compliance (financial services and/or real estate) and complex allocation systems
• Prior public accounting experience with a mid to large-size firm(s) or other professional services experience required
• Strong understanding of internal tax department software tools (CCH Axcess, GoSystem, ONESOURCE)
• Excellent oral and written communication skills and a team player who works well with functional and technical resources; aptitude for taking strategic direction from executive management and seeing tasks through to completion without significant guidance
• Advanced experience with Excel, Alteryx, Visio, Microsoft 365, and Power BI suite preferred but not required
• Experience with technology and process deployment efforts is a plus

Benefits:

• Retirement Planning
• Flexible Paid Time Off
• Healthcare
• Family Planning
• Employee Discount
• Health and Wellness Program
• Professional Development Courses
• In-Office Programming

The pay range for this position is $99,040.00 to $154,750.00 per year