Corporate, or Individual/Private Wealth Advisory Division
EisnerAmper is looking for a Senior Associate to join its tax technology team. This role will have the opportunity to drive and enhance the overall firm-wide strategy around tax process standardization and effective use of tax technology tools to support the tax practice across service lines and U.S locations. You will work with the firm's tax, information technology, and transformation team leadership and employees to identify future tax technology needs, including opportunities for process improvements, automation, efficiency gains, and application of tax process and technology best practices. This is a high-visibility, high-impact role within the firm where you will work on a variety of projects leveraging your tax expertise in the financial services, corporate, or individual area with your experience and interest in technology to help reimagine the way we work and to help build leading edge technology.
At EisnerAmper, we provide tax compliance, advisory, and advocacy services for a diverse client base that includes corporations and partnerships of all sizes, as well as high net worth individuals and families, and other operating entities. While some clients operate entirely based in the U.S., many have international interests.
Proactively evaluate current tax technology and processes and implement transformative solutions that standardize, streamline, centralize, automate, track, and analyze business processes.
In partnership with the information technology department, prototype, develop, enhance, and implement technology solutions and best practices.
Serve as a liaison between the Tax and Information Technology departments improving the understanding of the tax department's process improvement/information technology needs, goals, and challenges.
Translate conceptual user requirements into functional requirements in a clear manner to the enterprise information technology team.
Documenting process workflows, current and future state.
Build business cases, identify key stakeholders, and lead presentations with leadership
Translate a goal/vision into a timeline with deliverables: Manage relationships to track and monitor workstream(s) progress, ensure timely reporting of milestone and dependency status, monitor risks and issues to escalate to leadership, and execute day-to-day project management activities across the transformation lifecycle of initiate, plan, and execute.
Develop and deliver training on new technology and processes.
Basic qualifications for the opportunity
3 + years of tax technology/transformation experience with a public accounting firm or large global corporation.
2+ years of tax compliance experience in the corporate, financial services or individual/private wealth advisory industry.
Experience with Thomson Reuters or CCH tax software is required.
Experience in working with software developers to communicate business requirements.
Demonstrated experience in project ownership, and ability to drive outcomes from inception until full business value.
Demonstrated experience in gathering business requirements for technology implementations/process improvements.
Experience documenting end-to-end processes using tools such as Visio.
Ideally, you'll also have
Exposure to Microsoft Power BI suite, the development of databases. Bots, RPA, and experience developing ETL solutions.
Proficiency or knowledge in some or all of the following: Power Query, Power BI/Tableau, Excel, data modelling, dashboarding, data pre-processing, application integration techniques, SharePoint development, VBA, SSIS, SQL.