M&A Operational Manager- Advisory
Eisneramper job in Minneapolis, MN
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
EisnerAmper is seeking an M&A Operational Manager to work with the Advisory M&A Growth Leader to manage, assess and facilitate inorganic growth opportunities for the Advisory service line including combinations, lift-outs, and acquisitions. This individual will be a key liaison between the Advisory Service Line, the General Counsel's Office (GCO) and the Corporate Development Team.
What it Means to Work for EisnerAmper:
* You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
* You will have the flexibility to manage your days in support of our commitment to work/life balance
* You will join a culture that has received multiple top "Places to Work" awards
* We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
* We understand that embracing our differences is what unites us as a team and strengthens our foundation
* Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
What Work You Will be Responsible For:
* Manage Deal Pipeline: Manage deal pipeline, actively assess and advance deals through the pipeline to successful conclusion.
* Strategic Planning: Collaborate with the M&A Growth Leader to develop and implement inorganic growth strategies for the advisory practice.
* Stakeholder Engagement: Build and maintain strong relationships with internal and external stakeholders, including clients, partners, and team members.
* Risk Management: Identify and mitigate project risks, ensuring proactive resolution of issues.
* Performance Monitoring: Track project performance using appropriate tools and techniques, providing regular updates to senior management.
* Continuous Improvement: Drive process improvements and best practices within the M&A advisory team.
Basic Qualifications:
* Bachelor's Degree in Accounting or Finance with 6+ years' experience in deal-making and execution in the professional services industry.
* Prior management experience of 2+ years
Preferred candidates also have:
* Masters Degree in Business/Finance/Accounting a plus
* Strong proficiency in financial storytelling with the ability to have a 'big picture' perspective. Skilled in presenting complex analysis in a concise, insightful manner.
* Hands-on experience in developing and leading deal processes from inception through execution
* Ability to do advanced financial data analysis that may require synthesizing large volume of data to generate meaningful insights.
* Attention to details and solid understanding of how business drivers impact KPIs.
* Advanced Excel user with hands-on experience in building financial models and performing scenario analysis.
* Experience in building and delivering PowerPoint presentations to senior management
* Proactive, intellectually curious and driven professional who is self-directed and thrives in a challenging setting
* Effective leader, skilled communicator and proven relationship builder, and team player
* Strong critical thinking and problem-solving skills
* Passionate, positive attitude, with a deep desire to learn and teach
* Knowledge of combination contracts, covenants, structures and related financials.
* Enjoys working in fast-paced environment; sense of urgency
* Excellent organization skills and attention to detail
* Ability to make thoughtful decisions, quickly
This is a full-time position that will require overtime driven by deal flow and execution.
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state or local law.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax and business advisory firms in the U.S., with more than 4,500 employees including 450 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.
Should you need any accommodations to complete this application please email: *********************************
#LI- Remote
#LI- LH1
Preferred Location:
New York
For NYC and California, the expected salary range for this position is between
85000
and
150000
The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
Auto-ApplyManager - Tax Controversy, National Office (JD Required)
Eisneramper job in Minneapolis, MN
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
What it Means to Work for EisnerAmper:
As a Tax Controversy Manager, you will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
You will have the flexibility to manage your days in support of our commitment to work/life balance
You will join a culture that has received multiple top “Places to Work” awards
We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
We understand that embracing our differences is what unites us as a team and strengthens our foundation
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
What Work You Will be Responsible For:
Assist with IRS examinations and appeals, including responses to Information Document Requests, Notices of Proposed Adjustments and preparation of appeals protests
Help prepare penalty abatement requests and relief requests for missed elections
Address collection matters including Installment Agreements, Offers in Compromise and Collection Due Process Hearings
Perform tax research and draft tax memoranda on a broad range of federal tax issues.
Contact the IRS Service Center and correspond on various tax account issues
Assist with training programs and thought leadership publications
Mentoring staff
Basic Qualifications:
JD is required
Passed any state bar exam
5+ years Tax Controversy of experience
Preferred Qualifications:
LLM or Masters in Taxation
Judicial clerkship or other government experience and/or accounting background
CPA
7+ Years experience
Strong technical tax research skills
Excellent written, oral communication, and time management skills
Ability to work independently and as part of the national tax controversy team
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.
About Our Tax Team:
As the largest service line within the firm, EisnerAmper's Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way.
A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation, and transparency. For us, success is defined by working together, sometimes across specialties, to provide the best tax solutions to meet our clients' unique needs.
Tax regulations and procedures are always changing, and so are we. All EisnerAmper tax employees are empowered to challenge the status quo by thinking outside the box and bringing new ideas to the table. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. 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.
Should you need any accommodations to complete this application please email: *********************************.
For Minnesota and Illinois, the expected salary range for this position is between $120,000 and $160,000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
#LI-Hybrid
#LI-TJ1
Preferred Location:New York
For NYC and California, the expected salary range for this position is between
85000
and
150000
The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
Auto-ApplySenior Associate, Risk Advisory Services
Minneapolis, MN job
The Assurance Senior, Risk Advisory Services is responsible for providing risk consulting and issues resolution to clients in the areas of contract compliance, SOX, internal audit business process improvement, information technology, and fraud investigations. In this role, the Assurance Senior, Risk Advisory Services will participate in all stages of a contract compliance, internal audit or consulting engagement and provide assistance with planning, field work, engagement wrap up and report composition, along with providing recommendations regarding client economic and legal risks. The Senior will also provide services including examinations for royalties, revenue-sharing, franchise fees, profit participation, production cost and merchandise licensing.
Job Duties:
Acts as primary contact for clients regarding basic questions and information
Conducts informational interviews and facilitates meetings with clients during engagement process
Obtains information, documents and data from clients to support the completion of analysis and research of client issues
Documents and analyzes the client's processes, risks and controls with guidance and direction from senior Risk Advisory Services professionals
Reviews client contracts and develops contract summaries, including key provisions and financial information based on type of contract
Develops initial deliverables and/or solutions to client issues
Dynamically reassess risk and communicate with senior Risk Advisory Services professionals and/or client as necessary
Assists with the management of the engagement to ensure engagement metrics are achieved
Utilizes research tools, databases and trade publications to develop understanding of client's industry
Develops relationships with client personnel and management members
Prepares formal and informal presentations for client meetings
Partners with Risk Advisory Services leadership to complete research and draft proposals and reports, as necessary
Implements project plans, maintains all documentation and work papers associated with client engagements
Conducts risk assessment of assigned department or functional area in established / required timeline while oversees staff
Establishes risk-based audit programs
Determines scope of review in conjunction with the Engagement Manager
Documents financial reporting cycles or internal audit area and identifies key controls
Assesses internal control design and operational effectiveness
Conducts audit testing of specified area and identifies reportable issues and dimension of risk
Determines compliance with appropriate legislation and/or audit policies and procedures
Communicates findings to senior management and drafts comprehensive report of audited area
Other duties as required
Supervisory Responsibilities:
Supervises the day-to-day workload of Risk Advisory Services Associates on assigned engagements and reviews work product
Ensures Risk Advisory Services Associates are trained on all relevant audit software and engagement processes and procedures
Delivers periodic performance feedback and completes performance evaluations for Risk Advisory Services Associates
Acts as mentor to Risk Advisory Services Associates, as appropriate
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree in Accounting or Finance, required
Experience:
Two (2) or more years of experience within a public accounting firm or industry environment performing internal audit, consulting or risk services, required
Prior experience with internal controls including flowcharts, documentation and testing of controls, required
Experience with Internal Audit and Sarbanes Oxley with a focus in entities wide risk assessment, required
Experience performing contract compliance audit, specifically royalties and franchising agreements, required
One (1) or more years of prior supervisory experience, preferred
License/Certifications:
CPA or CIA certification, preferred
Software:
Proficient in the use of Microsoft Office Suite, specifically Excel and Word, required
Prior experience with various assurance applications and research tools, preferred
Working knowledge of data analytics software such as IDEA or ACL, preferred
Other Knowledge, Skills & Abilities:
Solid understanding and experience planning and coordinating the stages to perform an audit
Knowledge of internal accounting controls, professional standards and regulations and systems
Strong verbal and written communication skills
Ability to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the firm
Ability to successfully multi-task while working independently and within a group environment
Superior analytical and diagnostic skills
Capable of working in a demanding, deadline driven environment with a focus on details and accuracy
Ability to adapt to rapidly changing environments successfully
Solid organizational skills especially ability to meet project deadlines with a focus on details
Capable of effective managing a team of professionals and delegating work assignments as needed
Build and maintain strong relationships with client personnel
Travel as needed
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $85,000 - $100,000
Colorado Range: $85,000 - $100,000
Illinois Range: $85,000 - $100,000
Maryland Range: $85,000 - $100,000
Massachusetts Range: $85,000 - $100,000
Minnesota Range: $85,000 - $100,000
New Jersey Range: $85,000 - $100,000
NYC/Long Island/Westchester Range: $85,000 - $100,000
Washington Range: $85,000 - $100,000
Vermont Range: $85,000 - $100,000
Washington DC Range: $85,000 - $100,000
Auto-ApplyTax Director, Transfer Pricing
Minneapolis, MN job
The Tax Director, Transfer Pricing is instrumental in supporting Principals and the broader national TP practice through making significant contributions to team development, commercial goals, and development of our specialty practices (e.g., GVC, Intercompany Finance, M&A, etc.). The Tax Director, Transfer Pricing will drive the goals of the practice through partnership with Principals and Managing Directors and will demonstrate high standards of team development, client-centricity, project management, and technical thought leadership. This role will have the ability to manage and grow their own portfolio of clients with minimal oversight.
Job Duties:
Transfer Pricing Consulting and Compliance Services
Develops, recommends, and implements appropriate transfer pricing methods (by transaction type) and client-specific solutions
Applies transfer pricing regulations and identifies transaction-specific issues when analyzing client business and financial data
Determines and proposes efficient strategies to achieve transfer pricing compliance within the construct of the client's risk profile
Manages holistic transfer pricing ecosystem (planning, compliance, operational, defense) across client relationships and services provided
Client Engagement
Ensures clients are aware of and compliant with local transfer pricing requirements within the context of their overall operations
Manages team and engagement economics to achieve targeted project metrics, including project set-up and billing
Develops, implements, and monitors quality-control and risk-management processes on all engagements
Tax Controversy
Advises and represents clients on contested issues with tax authorities, and utilizes experience in responding to information requests and notices
Utilizes understanding of broader tax ramifications of transfer pricing policies, and is able to analyze, document, and defend the position
Tax Provisions
Employs general principles in tax accounting and understands the context of transfer pricing in tax provisions
Prepares and reviews tax provisions related to transfer pricing
Partners with Assurance professionals to plan tax accrual reviews related to transfer pricing
Research and Analytics
Completes financial and economic analysis related to intercompany transactions, including evaluation of client data to assist in the assessment and documentation of appropriate intercompany pricing policies
Identifies the nature, depth, and breadth of research required, and frames issues to be researched, including tax-research comparability
Business Development
Builds and maintains strong relationships with internal and client personnel and identifies new business opportunities that contribute to client objectives
Demonstrates executive presence and the ability to represent the firm as a primary contact for all types of transfer pricing engagements
Identifies cross-selling opportunities for other consulting specialties, including Assurance, Tax, and Advisory services
Supervisory Responsibilities:
Supervises day-to-day workload of TP Managers and Associates on assigned engagements, reviews and takes responsibility for final work product
Ensures TP Managers and Associates are trained in transfer pricing principles and relevant databases
Evaluates performance of TP Managers and Associates and delivers timely periodic feedback to other team members
Serves as a career advisor to TP Managers and Associates and assist in the development of goals and objectives to enhance professional development
Qualifications, Knowledge, Skills, and Abilities:
Education:
Bachelor's degree, required; focus in Business, Accounting, Finance, or Economics, preferred
Advanced degree in Economics, Business, Law, or Finance, preferred
Experience:
Nine (9) or more years of prior transfer pricing experience, required
Experience working within a transfer pricing advisory practice, preferred
License/Certifications:
MBA, CPA, CFA, JD, or EA certification, preferred
Software:
Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint, and Word, preferred
Familiarity with Access, Alteryx, Tableau, Power BI, and/or other data analytics/visualization applications, preferred
Prior exposure to Go Systems, tax and economic-research databases, and/or other tax-related software, preferred
Language:
N/A
Other Knowledge, Skills, and Abilities:
Excellent verbal and written communication skills
Advanced analytical and research skills, including data-driven solutions
Solid organizational skills, especially the ability to lead a team, involve other stakeholders, and focus on details
Ability to successfully multi-task while working independently or within a group environment and successfully interact with professionals at all levels
Ability to work in a deadline-driven environment and handle multiple projects simultaneously
Ability to effectively manage a team of tax professionals and delegate work assignments as needed
Ability to encourage a team environment on engagements and contribute to the professional development of assigned personnel
Knowledge of sources of relevant information utilized in tax filings, as well as the most widely used filing forms and awareness of other forms
Understanding of the technical and practical issues and opportunities regarding one or more areas of taxation
Knowledge and understanding of general calculations and cause/effect for taxable conditions on clients and the potential tax issues
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $99,750 - $262,500 Maryland Range: $99,750 - $262,500 NYC/Long Island/Westchester Range: $99,750 - $262,500
Auto-ApplyIT Exams Specialist
Minneapolis, MN job
Go Beyond the Ordinary. Join Wipfli LLP. We are excited that you made the decision to consider joining Wipfli LLP, to go beyond the ordinary public accounting and consulting firm. We hope that you find, in Wipfli LLP, the firm where you will meet all of your goals and aspirations in life and work. Guided by our mission statement, “To contribute to the success of our associates and clients”, we will contribute to your development of technical and soft skills, so you can ensure our clients are successful.
Since 1930, we have grown to be a thriving national firm, with a local presence, and subject matter experts of a large firm, to help our associates and clients, and perhaps you, thrive. All along, the Wipfli Way has guided our associates making our associates and clients successful, and creating a culture that values relationships.
As we being our relationship with you, we look forward to learning how we can help turn your ideas into realities, and how you will turn the challenges of our clients into opportunities for their success. To further explore more about Wipfli Way and all we have to offer, please go to our website to learn more.
Position Summary
Wipfli is currently seeking a IT Auditor for our Minnesota Region. The position could be located in either our St. Paul or Minneapolis office. The role of the IT Auditor is a staff level role that is a primary resource for performing information technology general controls reviews, Service Organization Controls (SOC) examinations, and other services within the Risk Advisory and Forensics Services (RAFS) group including technical security assessments. The Senior IT Auditor will participate in the delivery of IT examinations, information security risk assessments, SOC examinations, HIPAA compliance reviews, and technical security assessments (perimeter vulnerability assessments, internal vulnerability assessments, penetration testing, etc.) by performing these projects and creating project reports and other deliverable for Wipfli clients.
Job Description
Performs IT general controls reviews, SOC examinations, and other risk advisory services including technical security assessments. These services will be provided for a variety of clients including financial institutions, health care providers, and IT services organizations.
Performs control testing, interprets results, and prepares reports.
Helps maintain testing work programs.
Qualifications
Bachelor's degree in Information Security, Information Technology or related discipline, 3-5 years related experience and/or training; or equivalent combination of education and experience in similar role
A high level of initiative, strong written and verbal communication skills and business acumen oriented around small to middle market companies
Strong organizational skills in coordinating multiple projects/tasks simultaneously, and meeting deadlines
Great attention to detail and problem solving skills
CISA and/or CISSP certifications are desired
Prior experience as a consultant is desired
Experience with port scanning, vulnerability assessment and penetration testing tools (e.g., Nmap, Nessus, Metasploit), and manual security testing processes
Strong knowledge of Windows Server and Linux systems
Strong knowledge of networking and security technologies including routers, switches, firewalls, IDS, anti-virus, protocol analyzers
Knowledge of database systems
Women, minorities, veterans and individuals with disabilities are encouraged to apply.
Additional Information
All your information will be kept confidential according to EEO guidelines.
Senior Business Developer
Minneapolis, MN job
At Wipfli, people count.
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
Responsibilities
Responsibilities:
Our Manufacturing and Distribution (MRD) team in the Denver, CO and Chicago, IL area is seeking a seasoned sales executive to join in the massive growth of our MRD practice. The ideal candidate will focus on two areas as follows:
Sales Execution:
Serves as a primary new business sales contact for Wipfli's Manufacturing, Retail and Distribution (MRD) Practice, focusing on the Western or Midwest United States.
Creating awareness, building relationships with key accounts and Relationship Executives in Wipfli's MRD Practice
Represent the full breadth of service offerings within MRD
Develop leads through external referral sources, associations and networking groups
Manage multiple, complex pursuits and coordinate a collaborative sales effort with subject matter experts and consultants through the entire sales lifecycle
Participate in trade shows and regional industry events
Assist with preparing and presenting the value proposition
Support direct marketing campaigns and programs - following up on marketing qualified leads to further nurture those leads and turn them into sales opportunities
Planning:
Develop and cultivate a target list of companies in the Western or Midwest United States
Understand the targeted market segment needs, industry issues, competitive threats and our service offerings
Build a strong working relationship with Wipfli's MRD Leaders
Knowledge, Skills and Abilities
Qualifications and Experience:
Requires a Bachelor's Degree in Marketing, Communications, Business or other job related major, or an equivalent level of job related experience
5+ years of MRD industry sales experience
Familiarity with selling intangibles and value-added services
The ability to craft and execute strategic and tactical plans to close projects and services
Demonstrated success in developing new client relationship
Able to leverage enterprise level CRM systems for effective pipeline management and performance tracking.
Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-AL1 #LI-Remote
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $95,000 to $161,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Individuals may be eligible for a commission plan, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Auto-ApplyAssurance Director
Minneapolis, MN job
The Assurance Director title is reserved for professionals who achieve recognition in a technical area of assurance and risk management. The person is qualified to perform certain limited yet critical additional technical functions as an Engagement Director or as a Concurring Reviewer. These additional responsibilities are conferred only as outlined above. This senior role recognizes the person as an expert of great long-term value to the firm.
Job Duties:
Business Acumen:
Able to apply knowledge of business functions, processes and strategies to provide services, solutions and advice that considers and improves the organization as a whole as evidenced by:
Ability to understand core business operations/structure of various businesses
Demonstrates advanced knowledge of business issues, trends and industry economics
Identifies and discusses key financial and non-financial performance measures
Demonstrates ease with client communications
Technical Roles a Director may perform:
When functioning as Engagement Director:
May also be, but not required to be, a Client Service Engagement Director. In this capacity, may sign audit review and compilation reports related to these engagements, as well as engagement letters and other correspondence
Written pre-approval by the Client Service Assurance Partner and the Practice Region RTD and RBLL and the Practice Office OBLL for the specific assignment before a Director may perform duties of Engagement Director of that specific assignment
The Director must demonstrate the requisite industry experience necessary for the specified engagement
The engagement must be not designated as requiring an IQCR Review in accordance with the BDO Assurance Manual and may not be associated with or expected to be associated in the foreseeable future, which is generally a two-year horizon, with a public company.
The final review of only the financial statements and MRC must be performed by an Assurance Partner. When functioning as Concurring Reviewer where the engagement is sensitive but non-public:
Written pre-approval must be obtained from the Practice Region RTD and RBLL and the Practice Office OBLL.
The Director must demonstrate the requisite industry experience necessary to serve as a concurring reviewer for the specified engagement
The engagement may not be associated with or expected to be associated in the foreseeable future, which is generally a two-year horizon, with a public company.
When serving as a concurring reviewer, the Assurance Director should not have worked on the engagement in another capacity for the prior two-year period, and is prohibited from performing work on the engagement in other capacities
GAAP:
Has an advanced knowledge of governing principles, applying those principles to client transactions, and documenting and communicating an understanding of these principles as evidenced by:
Advanced technical knowledge in one or more areas of GAAP
Control Environment:
Has a general understanding of the collective effect of various factors on establishing, enhancing, or mitigating the effectiveness of specific policies and procedures as evidenced by:
Ability to identify critical and control points
Ability to document and validate internal control system
Ability to assess effectiveness of internal control system
Ability to make constructive suggestions to improve client internal controls and accounting procedures
GAAS:
Has an advanced knowledge of professional standards, application of the principles contained in professional standards as evidenced by:
An ability/experience teaching others GAAS procedures and providing guidance to others and affirms conclusions made by others
Other duties as required
Supervisory Responsibilities:
Review work prepared by associates, senior associates, and managers, and provide review comments as appropriate
Act as a Career Advisor to associates, senior associates, and managers as assigned
Provide verbal and written performance reviews to associates, senior associates, and managers
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree, required; major in Accounting, Finance, Economics or Statistics, preferred
Master's degree in Accountancy, preferred
Experience:
Eight (8) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience, required
Prior significant supervisory experience, required
Industry expertise in one or more assurance specialty, preferred
License/Certifications:
Active licensed US CPA, recognized active International Equivalent or unique qualification as defined by BDO's Assurance Licensing Policy, required
If active international equivalent or unique qualifications, required to obtain an active US CPA license within approved timeframe as defined by firm licensing requirement guidelines
Software:
Proficient with the Microsoft Office Suite, preferred
Experience with assurance applications and research tools, preferred
Language:
N/A
Other Knowledge, Skills & Abilities:
Ability to supervise managers, seniors and staff, as the situation dictates, motivate team
Possess strong GAAP and GAAS technical skills and knowledge with possible industry expertise in a specialized and technical field of assurance
Advanced knowledge of SEC reporting rules, if required by specialization
Possess people development and delegation skills, including training/instruction
Possess executive presence - need to be able to be primary contact for the client, prepare and present presentations to clients and potential clients
Possess excellent risk management decision-making skills
Able to function as Engagement Director on certain engagements as set forth by specific policy
Get involved with other areas of practice
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $180,000 - $265,000
Colorado Range: $140,000 - $200,000
Illinois Range: $180,000 - $225,000
Maryland Range: $165,000 - $250,000
Minnesota Range: $135,000 - $185,000
NYC/Long Island/Westchester Range: $165,000 - $275,000
Ohio Range: $165,000 - $210,000
Washington Range: $150,000 - 220,000
Washington DC Range: $165,000 - $250,000
Auto-Apply2026 Assurance Summer Intern - Commercial
Eisneramper job in Minneapolis, MN
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
What it Means to Work for EisnerAmper:
You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
You will join a culture that has received multiple top “Places to Work” awards
We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
What you'll be doing:
As an Assurance intern, you will be working with the assurance team in performing detailed verification procedures necessary to perform examinations of our clients' financial statements. This includes both public and private client engagements.
We're looking for someone who has:
Have the availability to work in a hybrid setting 32 hrs/wk, Mon - Thurs, 8:30am - 5:30pm
Live in commutable distance to your assigned office
Work a minimum of 3 business days per week in-person at your assigned office
Ability to complete the entire Summer Internship Program starting on June 8, 2026
Basic Qualifications:
Current Junior or Senior on track to complete a Bachelor's or Master's degree in accounting
0-2 years recent public accounting experience
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
Preferred/Desired Qualifications:
Degree completion accounting between December 2026 through September 2027
Strong academic track record (Minimum GPA: 3.0)
Strong MS Excel and MS Word
Strong time management and organizational skills
Strong work ethic with the ability to work independently and with a team
Great communication, leadership, and analytical skills
About our Assurance Team
In the EisnerAmper Assurance Group, we're transforming the traditional reputation of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
To stay up to date with evolving industry processes and regulations, we place a heavy emphasis on continued education and the consistent adoption of new technologies. This enables us to effectively innovate, grow as individuals, and provide faster, more accurate solutions and due diligence for our partners.
Acting as a trusted third party to our clients, we provide solutions that create assurance and peace of mind. Because we understand trust comes with time, we define success by the relationships we create and foster. We act as a trusted business advisor every step of the way, from a client's first financial report to their close of business.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,500 employees and more than 450 partners across the world. 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.
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.
Should you need any accommodations to complete this application please email: *********************************
For Minnesota, the expected salary range for this position is between $30/hr. and $35/hr. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
Preferred Location:Minneapolis
Auto-ApplyCore Tax Intern - Winter 2027 (Minneapolis)
Minneapolis, MN job
BDO is a place for energetic self-starters who can think and act like entrepreneurs. The Tax Intern, Core Tax Services will be responsible for utilizing their educational background as well as organizational skills in the service of firm's client base through the preparation of returns and extensions under the supervision of more experienced Core Tax Services professionals. This opportunity will allow you to gain a unique hands-on perspective on our firm's practices and people, as well as beginning to forge the critical relationships that will help maximize your chance for success in your career.
Job Duties:
Tax Compliance
Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”)
Effectively uses referencing system and workpapers that ties to the return
Completes tasks and organizes file to minimize rework by reviewer
Ensures data is collected to comply with filing requirements
Takes initiative on impending due dates/engagement letters
Works with tax software applications to complete simple tax returns for review
Performs quarterly estimates and prepares extensions
Assists with responses to notices from the Internal Revenue Service
Assists in the projection of year-end filings
ASC 740 (FAS 109 and FIN 48) Tax Accruals
Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48
Assists with components of income tax provisions
Tax Consulting
Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes
Operates online research tools to gather pertinent tax information
Monitors tax law and client factual developments on a regular basis, daily or weekly but at least bi-weekly
Develops and communicates to client service team personnel, viewpoints regarding how those developments might affect clients
Other duties as required
Qualifications, Knowledge, Skills and Abilities:
Education:
Enrolled in a Bachelors or Masters program in Accounting or other relevant field required
Pursuing a masters degree in Accounting or other relevant field preferred
Experience:
Leadership experience preferred
License/Certifications:
Actively pursuing school credits to become a CPA
Software:
Proficient in Microsoft Office Suite, specifically Word, Excel and PowerPoint
Other Preferred Knowledge, Skills & Abilities:
Strong written and verbal communication skills
Ability to follow instructions as directed
Ability to work effectively in a team setting
Positive attitude and willingness to learn
Seeks advice of appropriate superiors regarding issues related to compliance
Ability to prepare simple tax returns
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $40.00/hr - $45.00/hr
Colorado Range: $34.00/hr - $38.00/hr
Illinois Range: $36.00/hr - $40.00/hr
Maryland Range: $34.00/hr - $38.00/hr
Massachusetts Range: $36.00/hr - $40.00/hr
Minnesota Range: $32.00/hr - $36.00/hr
New Jersey Range: $34.00/hr - $42.00/hr
NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr
Washington Range: $37.00/hr - $38.00/hr
Washington DC Range: $34.00/hr - $38.00/hr
Auto-ApplyTax Managing Director, Private Client Services
Minneapolis, MN job
Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.
A Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. They are a critical member of the office/region leadership team.
Job Description:
Leads tax and consulting engagements and teaches their team the skills needed to identify and address client needs, tax planning, and consulting opportunities
Provides Executive presence and acts as the primary client contact for preparation and presentation of issues and resolution to clients
Reviews complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to preparers
Directs communication with government agencies for matters of the highest complexity
Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership, clients, and advisors
Expands their in-depth understanding of tax concepts and knowledge through client engagements and current tax developments
Prioritizes and reviews work to keep engagements on track
Utilizes strong analytical, research and critical thinking skills as well as decision-making skills to assist with client needs regarding individual and business decisions
Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance, and participation in CPE activities and training
Builds new relationships and maintains existing relationships with BDO professionals and external sources
Supervisory Responsibilities:
Ability to supervise associates, senior associates and managers, as the situation dictates
Reviews work prepared by associates and senior associates and provide review comments
Acts as a Career Advisor to associates, senior associates and managers
Schedules and manages workload of associates, senior associates, and managers
Provides verbal and written performance feedback to associates, senior associates and managers
Qualifications, Knowledge, Skills, and Abilities:
Education:
Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred
Master's degree in Accountancy or Taxation, preferred
Experience:
Ten (10) or more years prior experience in accounting, finance, or law, required
Expertise in the private client service area, required
Prior supervisory experience, required
Experience working in public accounting, preferred
License/Certifications:
Certified Public Accountant credential, Internal Revenue Service Enrolled Agent (“EA”) credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, required
Possession of other professional degrees or certifications applicable to role, preferred
Software:
Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required
Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred
Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred
Language:
N/A
Other Knowledge, Skills & Abilities:
Initiative
Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps
Takes joint responsibility for the success of the practice
Communication
Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative
Communicates status to the client in line with the frequencies the client desires; Resolves client service issues in a timely and acceptable manner
Leadership
Manages and monitors key performance indicators (KPI's) as established by the business line
Internally, behaves as part of the practice leadership group and is actively involved in practice matters such as recruitment, staff learning and development, scheduling, and retention
Technical Skills
Develops an in-depth understanding of the technical and practical issues and opportunities for high net-worth individuals and their families; Has expert knowledge of application of standards; Recognized as industry expert in specialized field of taxation; Use expertise to advise clients on tax implications and recommend alternative courses of action and identify different methods of compliance
Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits; May be required to present complex strategies to clients and prospective clients
Business Development
Spends time developing their network of key financial decision makers, referral sources, and recruits
Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO
People Development
Supervises, develops and trains employees
Acts as a Career Advisor; meets regularly with advisees, adding/updating goals as appropriate
Delivers holistic feedback to others and advisees about their job performance and career growth; coaches others and advisees to help them develop their careers
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $215,000 - $270,000
Colorado Range: $170,000 - $225,000
Illinois Range: $175,000 - $250,000
Maryland Range: $185,000 - $260,000
Massachusetts Range: $215,000 - $300,000
Minnesota Range: $170,000 - $250,000
New Jersey Range: $190,000 - $350,000
NYC/Long Island/Westchester Range: $230,000 - $350,000
Washington Range: $180,000 - $240,000
Washington DC Range: $190,000 - $300,000
Auto-Apply2026 Tax Staff I - Private Client Services (PCS)
Eisneramper job in Minneapolis, MN
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
What it Means to Work for EisnerAmper:
You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
You will join a culture that has received multiple top “Places to Work” awards
We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
What you'll be doing:
As a Private Client Services (PCS) Staff I, you will be working along with the PCS team to learn the process of preparing financial statements and how to perform compilations and reviews. You will also learn the preparation procedures of federal and state income tax returns.
We're looking for someone who has:
We are currently looking for entry-level professionals to join the Private Client Services (PCS) team in Summer 2026.
Basic Qualifications:
Bachelor's or Master's degree in accounting
0-2 years recent public accounting experience
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
Preferred/Desired Qualifications:
150-Date/Final Graduation of December 2025 through September 2026
Strong academic track record (Minimum GPA: 3.0)
Strong MS Excel and MS Word
Strong time management and organizational skills
Strong work ethic with the ability to work independently and with a team
Great communication, leadership, and analytical skills
About our Private Client Services (PCS) Team
The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future.
As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about but pursue it.
Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.
Private Client Services includes Closely Held, Private Business Services, and Personal Wealth Advisory services.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,500 employees and more than 450 partners across the world. 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.
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.
Should you need any accommodations to complete this application please email: *********************************
Preferred Location:Minneapolis
Auto-ApplyIT SOX Internal Audit Manager
Eisneramper job in Minneapolis, MN
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
EisnerAmper is seeking a IT SOX Internal Audit Manager to join our Risk & Compliance Services practice. The role will focus on IT SOX Audit, IT Internal Audit, IT General Controls, Automated Controls, Key Reports, Root Causes Analysis, Impact Analysis, and Remediation. The role will compare, complete and ensure the accuracy and compliance of client engagements to meet the Firm's strategic goals and initiatives. The Cyber Risk Services team drives value by delivering a range of IT-oriented risk advisory solutions rooted in risk management standards and technical expertise. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.
What it Means to Work for EisnerAmper:
* You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
* You will have the flexibility to manage your days in support of our commitment to work/life balance
* You will join a culture that has received multiple top "Places to Work" awards
* We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
* We understand that embracing our differences is what unites us as a team and strengthens our foundation
* Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
What Work You Will be Responsible For:
* Oversee IT SOX internal audit and risk management engagements within the Risk and Compliance Services practice.
* Lead other types of consulting engagements such as IT SOX Internal Audit Co-Sourcing/Outsourcing, IT SOX Management Assist, IT Risk Assessments, IT Segregation of Duties Reviews, ITGC Reviews, HITRUST and Special Projects as necessary
* Prepare scoping and risk assessments or Internal Audit universe using a risk base methodology
* Mange multiple IT SOX 404 engagements including conducting walkthroughs, designing and leading internal control testing with periodic status updates to client's management
* Supervise, train, and mentor staff and seniors by providing ongoing real-time developmental feedback, both written and verbal, to support continuous growth and performance improvement.
* Review workpapers from both big picture and detail perspectives, and work product requires little to no updates from senior colleagues after submission
* Demonstrate strong multitasking, teamwork, and accountability while collaborating with engagement team members, leveraging current technology and tools to enhance the quality and efficiency of deliverables and services.
* Maintain overall responsibility for the profitability of engagements within their client portfolio, track budget to actual results
* Maintain client relationships and tailor the engagement to meet the client's needs and expectations, while also working on internal initiatives. Own beyond the lifecycle of current project.
* May be required to occasionally work extended hours or travel/to work from different firm offices and/or client locations
Basic Qualifications:
* Bachelor's degree in relevant discipline (e.g., Accounting, Finance, Computer Science, MIS, Statistics, Data Analytics, Auditing, or IT Related Field) required
* 6+ years of experience in the fields of internal audit, assurance, consulting, advisory services, or a related field, either in professional services or industry
* Professional Certification such as CIA, CISA, CISM, CISSP, CIPM, CIPP, CFE, CCSFP or CPA required
Preferred/Desired Qualifications:
* 6+ years of public accounting IT SOX external audit experience with working in internal audit, assurance, consulting, advisory services, or a related field.
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law
About our Risk & Compliance Team:
Specializing in services such as risk advisory and technology risk, RCS employees aren't just passionate about technology, but we see it as our driving force for innovation and forward thinking. We're committed to serving as advocates to our clients, enabling them to navigate, transform, secure, and maintain processes and controls they need to reach their unique goals. Whether it's complying with a new regulatory requirement or automating controls within a process, providing peace of mind for those "what's next" moments is our mantra and unique promise to clients.
Risk & Compliance Services employees are encouraged to think like an owner when supporting clients. Through this entrepreneurial and business-first mindset, we're pushed to take a step outside of our comfort zones and deliver solutions that both create a lasting business impact for our clients and allow us to grow as professionals.
Our core values of trust, integrity and accountability allow us to act as strategic innovators. Because when we build trust with each other, we can bring new ideas to the table and execute them without fear of failure.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. 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.
Should you need any accommodations to complete this application please email: *********************************
#LI-LH1
#LI-Hybrid
#LI-Remote
Preferred Location:
Philadelphia
For NYC and California, the expected salary range for this position is between
85000
and
150000
The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
Auto-ApplyTax Manager - Trust and Estate
Minneapolis, MN job
At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
This role within Wipfli will primarily focus on the review of current estate plans, if applicable, and of estate enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery dates and attending internal collaboration meetings. An understanding of trust agreement language and Uniform Principal and Income Act ("UPIA") will be essential to the role.
Responsibilities
Responsibilities:
+ Researching basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint, with a primary focus on income/estate tax matters.
+ Preparing written deliverables, such as emails, memos, and Excel matrices, that document client issues and facts, apply relevant guidance, and provide conclusions about estate matters.
+ Responding to internal and external client and firm associate requests in a timely, accurate, positive and professional manner.
+ Communicating with engagement leaders regarding open items or other important matters in a timely manner, and meeting prescribed budgets and deadlines.
+ Performing estate tax calculations using Microsoft Excel, number crunchers or other available systems.
+ Participate in developing standardized approaches and methodologies for improving the quality and time‐to‐delivery of estate plan solutions.
Knowledge, Skills and Abilities
Qualifications:
+ 5+ years of experience working with individuals, fiduciary, estate and gift compliance
+ Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience
+ CPA certification required in the respective state in which they are practicing
+ Knowledge and understanding of wealth transfer planning vehicles
+ Experience and knowledge of comprehending trust agreement language
+ Experience and knowledge of income tax and estate value impact of various trust vehicles including:
+ Charitable remainder and lead trusts
+ Spousal lifetime access trusts
+ Intentionally defective grantor trust
+ Qualified Personal Residence Trust
+ Grantor Retained Annuity trusts
+ Ability to quickly become proficient or experience with charting estate plans derived from legal documents
+ Ability to quickly become proficient or experience in drafting written correspondence explaining estate plans derived from legal documents
Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn (******************************************** page to connect!
#LI-AF1 #LI-Hybrid
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $99,000 to $148,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Job LocationsUS-MN-Minneapolis
Job ID 2025-6723
Category Tax
Remote No
Senior Consultant - Workday Adaptive Planning
Eisneramper job in Minneapolis, MN
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
We are seeking a self-starter, results-driven, client-focused individual to join our team to empower finance and business leaders with critical insights to plan smarter, report faster, and analyze better. This person will be responsible for the implementation and optimization of Workday Adaptive Planning. We do operate in a hybrid work environment.
What it Means to Work for EisnerAmper:
* You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
* You will have the flexibility to manage your days in support of our commitment to work/life balance
* You will join a culture that has received multiple top "Places to Work" awards
* We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
* We understand that embracing our differences is what unites us as a team and strengthens our foundation
* Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
* Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts
What Work You Will Be Responsible For:
* Implementing budgets, forecasts
* Create both starter and ad-hoc reporting within Adaptive Planning for Finance
* Configuring clients planning models into Adaptive Planning
* Provide client support (design, model, configuration, deployment, and training) for the Workday Adaptive Planning
* Maintain proficiency and certification in the Workday Adaptive Planning
* Assist client with data validation issues reconciling Trial Balance data, and other statistical end points
* Delivering a high level of professionalism and responsiveness to clients
* Meeting with clients regularly either via virtual or in-person meetings
* Contributing to team objectives via thought leadership and attending Workday Adaptive Planning related events
Basic Qualifications
* Bachelor's degree in accounting or finance (CPA preferred)
* Minimum of 3+ years of relatable work experience
* 1+ year in professional services/ consulting
* Minimum of 1+ years of Workday Adaptive Planning full implementations
Preferred or Desired Qualifications
* Minimum of one year experience providing professional services implementing/optimizing Workday Adaptive Planning is preferred
* Ability to demonstrate professionalism with above average client service and communication skills.
* Holder of Adaptive Planning Certification
* Qualified accountant (CPA) with strong industry experience
* Experience maintaining Workday Adaptive Planning Foundational Elements and Sheets
* Experience configuring Workday Adaptive Planning Web and Office Connect Reports
* Advanced Microsoft Excel skills
* Ability to learn, adapt to change and manage multiple priorities.
* Willingness to take initiative on projects in overall daily interactions with team members
About our Business Advisory Team:
The EisnerAmper Business Advisory Group offers a wide array of services to an even broader range of businesses. Whether it's dealing with bankruptcy and transactional disputes or executive compensation structures and health care management, our team thrives by marrying deep-rooted industry expertise with a culture of always embracing new perspectives and ideas.
Our "startup mentality," backed by the institutional knowledge and established reputation of the firm, enables us to be flexible and always test what can take our team and clients to the next level. Whether it's a new internal process, digital platform, or service offering, we believe that innovative ideas come from all levels and every employee should have the opportunity to make an impact on the business, our clients, and their careers.
To us, every sub-sector in our group functions as its own business-so we need to think like entrepreneurs ourselves, often putting on the shoes of our clients. It's this mindset that allows us to grow as professionals and provide innovative solutions tailored to our clients' unique needs.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. 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.
Should you need any accommodations to complete this application please email: *********************************.
#LI-JR1
Preferred Location:
Chicago
Auto-ApplyPartner- Bankruptcy and Restructuring
Eisneramper job in Minneapolis, MN
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
EisnerAmper is seeking a Bankruptcy and Restructuring Services Partner. The partner will source and lead complex advisory engagements and drive strategic outcomes for distressed companies, creditors, and other stakeholders. The partner will play a key role in growing the practice, developing talent, and delivering high-impact solutions that reflect our results-driven, collaborative approach. The right candidate will have the opportunity for a role in practice leadership. By joining EisnerAmper, you'll be part of a dedicated team of seasoned restructuring professionals focused on delivering exceptional service and creating lasting value for clients and stakeholders.
What it Means to Work for EisnerAmper:
You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
You will have the flexibility to manage your days in support of our commitment to work/life balance
You will join a culture that has received multiple top “Places to Work” awards
We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
We understand that embracing our differences is what unites us as a team and strengthens our foundation
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
What Work You Will be Responsible For:
Leading and advising on all aspects of the restructuring process-including strategy development, liquidity management, parallel process execution, out-of-court and bankruptcy preparation, and implementation-for distressed companies and creditor groups, including unsecured creditors, senior lenders, and trustees.
Managing cross-functional teams delivering services including financial analysis, operational restructuring, forensic investigations, and valuation support
Representing clients in fiduciary roles, including serving as financial advisor, plan administrator, or trustee, with a focus on maximizing value and ensuring compliance
Developing and maintaining strong client relationships while identifying new business opportunities and expanding EisnerAmper's presence in the restructuring market
Collaborating with firm leadership to shape practice strategy, go-to-market initiatives, and service offerings
Representing the firm as a thought leader through industry involvement, speaking engagements, and published content
Mentoring and developing team members, promoting a culture of excellence, accountability, and professional growth
May be required to occasionally work extended hours, or travel to/work from different firm offices and/or client locations
Basic Qualifications:
Minimum of 10-15 years of progressive experience in restructuring, turnaround, or insolvency advisory, preferably within a professional services or consulting firm
Bachelor's degree in Accounting, Finance, Economics, or a related field
Proven record leading complex engagements involving distressed companies, creditor committees, or fiduciary roles
Advanced knowledge of bankruptcy and insolvency process.
Demonstrated ability to develop and maintain client relationships and originate new business
Experience in building and managing high performing teams
Excellent communication, negotiation, and presentation skills
Preferred/Desired Qualifications:
MBA or other relevant advanced degree preferred
CPA, CIRA, CTP, CFA, or other relevant professional certification
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.
About our Financial Advisory Services (FAS) Team:
The EisnerAmper Financial Advisory Services team is comprised of a diverse group of professionals from across the country with a multitude of experience and certifications to leverage distinctive perspectives and specializations. We're equipped to meet all our clients' unique challenges including reorganizations, Ponzi schemes, fraud, contractual disputes, matrimonial claims, Intellectual Property disputes, valuation, and forensic investigations.
Divided into five main arms of Bankruptcy & Restructuring, Forensic Accounting, Transactional Advisory Services, Corporate Finance and Valuation Services, our client base is comprised primarily of lawyers and law firms of all sizes.
By instilling a culture of collaboration, teamwork, and trust across the department, we're committed to building our people into tomorrow's industry leaders. At all levels, employees are encouraged to take on new responsibilities and challenges in order to grow both as individuals and a team.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. 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.
Should you need any accommodations to complete this application please email: *********************************
#LI-Hybrid
For NYC and California, the expected salary range for this position is between $300,000 and $500,000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
Preferred Location:New York
Auto-ApplyDirector, Total Rewards
Minneapolis, MN job
At Wipfli, people count At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
Are you ready to lead transformational change in a high-growth environment? Wipfli is seeking a forward-thinking Director of Total Rewards to lead our compensation, benefits, and well-being programs across all geographies. This is a rare opportunity to shape the future of Total Rewards at a firm that values innovation, transparency, and associate engagement.
As a key member of the Talent & Culture Leadership Team, you'll partner with leaders across the U.S., India, and the Philippines to ensure our programs are globally aligned, locally relevant, and strategically positioned to support growth. You'll bring a data-driven mindset, a passion for continuous improvement, and the ability to influence at the highest levels of the organization.
This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home, and other meeting sites. Note that scheduled meetings in the office will require in-person attendance.
Responsibilities
Responsibilities:
* Lead the strategic design and execution of Total Rewards programs, including compensation, benefits, recognition, and well-being.
* Align rewards strategies with business goals, talent priorities, and financial planning cycles.
* Oversee annual compensation planning cycles and ensure market competitiveness, internal equity, and compliance.
* Direct global compensation and benefits strategy and vendor management to deliver value across all regions.
* Collaborate with internal and external stakeholders to deliver integrated, scalable solutions.
* Collaborate with Talent and Culture Directors to deliver shared priorities, culture and talent strategies and elevating associate performance and experience.
* Champion innovation through digital tools, AI, and analytics to enhance the associate experience.
* Advise executive leadership and present recommendations to the Board, as needed.
* Lead Total Rewards integration for M&A activity, including analysis, communication, and transitions.
* Ensure compliance with all relevant laws and regulations across geographies.
* Drive communication strategies to educate associates and leaders on Total Rewards offerings.
* Lead, mentor, and develop a high-performing Total Rewards team, fostering a culture of accountability, continuous learning and improvement, and service excellence.
Knowledge, Skills and Abilities
Qualifications:
* Bachelor's degree in HR, Business, or related field; Master's or certifications (CCP, CBP, SHRM-SCP) preferred.
* 10+ years of progressive HR experience, with 5+ years in a leadership role overseeing compensation and benefits.
* Experience with Workday or similar HRIS platforms.
* Strong analytical, project management, and communication skills.
* Proven ability to lead cross-functional initiatives and influence senior stakeholders.
* Experience leading Total Rewards strategy through M&A transactions and in global business environments.
Kristin Kallies, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-KK1
#LI-Hybrid
Additional Details
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $156,000 to $210,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Auto-ApplySenior Manager/Director, Tax - Manufacturing
Minneapolis, MN job
At Wipfli, people count.
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
Responsibilities
Responsibilities:
Responsible for managing and coordinating tax compliance and advisory work for clients
Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services
Research and consult on technical matters and special projects
Proactively build relationships and communicate effectively with the client to provide superior client service
Actively participate in business development efforts to include working collaboratively with partners and marketing professionals to target and build relationships with client prospects
Manage, train and develop staff. Participate in the performance review process
Additional Responsibilities:
Attain a thorough technical competency and industry specific expertise through CPE, firm/industry group events, webinars, etc.
Review tax-related information to include tax provisions, depreciation schedules, property tax returns, etc.
Lead multi-disciplined client service teams for account planning
Prepare and review client correspondence (letter, e-mail, etc.)
Actively participate in firm sponsored events for industry-specific and/or regional clients and prospects
Knowledge, Skills and Abilities
Qualifications:
CPA license required
Bachelor's degree in Accounting, Finance, or related field; Master's in Taxation or JD preferred
Minimum of 10 years of progressive tax experience in public accounting or a combination of public accounting and industry
Strong preference for candidates with experience serving manufacturing, wholesale, and distribution clients, as well as a solid technical foundation in tax matters specific to the manufacturing sector
Demonstrated expertise in tax issues relevant to the manufacturing and industrial products sector
Strong technical knowledge of federal, and state tax regulations
Deep knowledge in pass-through entities - S corporations and partnerships
Proven ability to manage multiple client engagements and lead teams effectively
Excellent communication, interpersonal, and client relationship skills
Effectively communicates verbally as well as short-form, and long-form writing
Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-AF1 #LI-Hybrid
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************.
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $131,000 to $197,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Auto-ApplySr. Manager - Governmental Services (FEMA/Disaster Management & Recovery)
Eisneramper job in Minneapolis, MN
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
EisnerAmper is seeking a Senior Manager - FEMA in our Government Services practice. Drawing on significant experience with the Federal Emergency Management Agency (FEMA) Public Assistance program, this role will focus on leading large-scale disaster recovery programs. Experience with Individual Assistance and/or the Hazard Mitigation Grant Program is a plus. The position will drive business development through opportunity identification, market and client strategy development, proposal creation, and internal and external relationship development. The position will provide leadership and mentorship to consulting team members and deliver business objectives and initiatives of the Firm.
What it Means to Work for EisnerAmper:
* You will be part of one of the largest and fastest-growing accounting and advisory firms in the industry
* You will have the flexibility to manage your days in support of our commitment to work/life balance
* You will join a culture that has received multiple top "Places to Work" awards
* We believe great work is accomplished when cultures, ideas, and experiences come together to create new solutions
* Embracing our differences unites us and strengthens our foundation
* Showing up authentically is how we find inspiration to do our best work
What Work You Will Be Responsible For:
* Lead large, complex programs implementing major state and community-level post-disaster recovery efforts, including administering FEMA Public Assistance funds. Experience may also include Individual Assistance and/or Hazard Mitigation (404 and 406) funds.
* Evaluate client needs, recommend project approaches, and understand engagement scope, manage activities for completing work and overall quality control of client deliverables.
* Drive revenue through new and incremental growth of current and prospective clients.
* Manage the team through all phases of a program including strategic planning, work planning, mobilization, execution, and completion, consistent with established program delivery processes to meet the scope, schedule, budget, and other contract requirements.
* Manage client situations; identifies and interprets federal regulations and use knowledge and experience to determine method of project implementation.
* Actively engage in business development activities such as participating at conferences, responding to request for proposals, including the identification and review of funding opportunities, identifying potential teaming partners, and development of proposals.
* Develop and maintain relationships with governmental entities implementing disaster recovery programs and other firms providing disaster services.
* Lead and participate in proposal writing teams including writing and coordinating submissions.
* Develop disaster recovery thought leadership and insights.
* Identify recovery-related assistance gaps/needs and provide recommendations to leverage current resources to increase program impact.
* Perform supervisory responsibilities of a team including serving as a performance career coach to staff, provide prompt feedback to Directors and Partners regarding staff performance, and complete annual staff evaluations.
Basic Qualifications:
* Bachelor's degree in Business, Public Administration, Public Safety, Emergency Management, Disaster Management, or an approved related field
* 10+ years of previous experience in disaster recovery, emergency management, and state, local and/or federal level disaster recovery programs is required
* 5+ years of consulting and/or client support and business development
* 5+ years in a management or supervisor role
* Knowledge of and experience with FEMA disaster programs including related statutes, regulations, and policies and processes.
Preferred or Desired Qualifications:
* Master's Degree
* Certified Emergency Manager (CEM), Associate Emergency Manager (AEM), Program Management Professional (PgMP), Project Management Professional (PMP), certifications are preferred.
* Excellent interpersonal, written, and verbal communication skills in business and technical environments and within a diverse group of individuals.
* Ability to work in a dynamic, fast-paced, innovative, and continuously changing environment.
* Ability to perform effectively, efficiently and with quality under tight deadlines and manage multiple priorities.
* Possess a high degree of professionalism including the ability to maintain high levels of confidentiality.
* Computer literate with the capability of performing at an intermediate or advanced level with respect to the Microsoft Office Suite of products, specifically Excel, Word, and PowerPoint.
* Ability to travel and work extended hours as needed
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.
About our Government Sector Services Team:
EisnerAmper provides assurance, advisory and outsourcing services to hundreds of governmental clients, including federal, state, local and county/parish governmental entities, municipalities, public retirement systems, school boards and districts and more. Because of our diverse governmental client base, our professionals understand a wide range of funding sources, operational challenges and reporting requirements.
Keeping up with ever-changing regulatory requirements, Governmental Accounting Standards Board ("GASB") pronouncements and federal grant administrative requirements can be overwhelming. Our team can help you navigate these requirements while displaying transparency with the people you serve.
EisnerAmper provides a full scope of services to large programs, including those funded for federal relief to recover from significant declared disasters (ARPA, CARES, FEMA PA/IA and HUD-CDBG/CDSG) and large federally funded infrastructure, housing and energy programs (IIJA, IRA, EPA, etc.). As strategic advisors, we provide services that help to maintain compliance, streamline operations and maximize resources so governmental entities can focus on providing citizens with the vital services they need.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,600 employees across the world. 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.
Should you need any accommodations to complete this application please email: *********************************
Preferred Location:
Baton Rouge
For NYC and California, the expected salary range for this position is between
120000
and
200000
The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
Auto-ApplyManager - Transaction Advisory Services (TAS)
Eisneramper job in Minneapolis, MN
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
We're building a Transactions Advisory Services practice designed for long-term success-and we're looking for leaders who want to grow with us. If you're committed to shaping a practice, developing teams, and building a meaningful career in TAS, this is an opportunity to make a lasting impact.
We are seeking a Manager to join a collaborative, growing transaction team. You will work as an individual contributor as well as part of a collaborative team to facilitate and support client buy-side and sell-side Financial Due Diligence and Quality of Earnings ("QoE") engagements.
Key Responsibilities:
* Lead financial due diligence engagements for buy-side and sell-side transactions, including quality of earnings, working capital analysis, and financial modeling.
* Manage multiple transaction engagement teams, ensuring high-quality deliverables, clear communication, and adherence to deadlines.
* Review client financials, identify key risks and value drivers, and present findings to executives, private equity firms, and other stakeholders.
* Oversee preparation of detailed Key Findings Reports, Databooks, and financial presentations that summarize findings, proposed adjustments, and deal considerations.
* Assess the quality of the target's reported revenues, margins, earnings, net assets, net working capital and cash flows.
* Collaborate with tax, valuation, audit, advisory and consulting teams to provide integrated solutions and insights throughout the transaction lifecycle.
* Mentor and develop staff through training, performance feedback, and "on-the-job" engagement coaching.
* Stay current on market trends, accounting standards, and industry developments impacting transaction activity.
* Lead meetings and conference calls with client and target company management and serve as a secondary point of contact for client personnel with respect to day-to-day execution matters.
* Work closely with clients, investment banks, PE investors, attorneys and other key stakeholders.
* Participate in building and maintaining client relationships and other business development opportunities, including but not limited to authoring Thought Leadership articles, attending transaction-focused business conferences, and being an active contributor to priority client relationship teams.
Basic Qualifications:
* 6+ years of commercial audit and/or financial due diligence experience at a major accounting firm
* 2+ years of supervisory experience
* Bachelor's or Master's degree in Accounting and/or Business Administration
Preferred Qualifications:
* Certified Public Accountant (CPA) or in the process of successfully completing CPA certification
* Strong technical knowledge of US GAAP (revenue recognition - ASC 606, inventory, accrual-based accounting)
* High proficiency in Excel and PowerPoint
* Knowledge in Power BI and/or similar financial modeling analytical tools
* Excellent interpersonal and team building skills
* Proficient written and oral communication skills
* Strong project management skills and ability to multi-task on several simultaneous transactions
* Strong organizational skills
* Flexibility to work as both a team member and as an individual contributor
* Flexibility to be "on call" at select critical times during the transaction process when the client and EA team requires the Manager's active participation in the time-sensitive transaction
* Ability to thrive and be effective, responsive, and decisive in fast-paced settings
About our Transaction Advisory Services Team:
The TAS Practice assists financial and strategic investors and lenders in connection with evaluating complex acquisition and divestiture transactions. Our professionals have decades of experience advising clients in every aspect of the transaction, from pre-LOI stage through closing. We are looking for professionals in selected geographic and functional markets to add to the continued growth and expansion of our TAS practice.
Our SWAT Team process, backed by the institutional knowledge and established reputation of the firm, enables us to be flexible and always evaluate what can take our team and clients to the next level. Whether it's a new internal process, digital platform, or service offering, we believe that innovative ideas come from all levels and every employee should have the opportunity to make an impact on the business, our clients, and their careers.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. 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, PE firms, 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 attorneys, financial professionals, bankers, and investors who serve these clients.
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state or local law.
Should you need any accommodations to complete this application please email: *********************************
Preferred Location:
New York
For NYC and California, the expected salary range for this position is between
85000
and
150000
The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
Auto-ApplyInternal Audit & Risk Advisory Manager
Eisneramper job in Minneapolis, MN
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
EisnerAmper is seeking an Internal Audit Consulting Manager to join our Risk & Compliance Services practice for our clients. Focusing on Internal Audit, Internal Controls and Regulatory Compliance, we are seeking someone who thrives in a growing environment and providing clients with exceptional services.
What it Means to Work for EisnerAmper:
You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
You will have the flexibility to manage your days in support of our commitment to work/life balance
You will join a culture that has received multiple top “Places to Work” awards
We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
We understand that embracing our differences is what unites us as a team and strengthens our foundation
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
What Work You Will be Responsible For:
Oversee internal audit and risk management engagements within the Risk and Compliance Services practice primarily focused on broker/dealer, fin tech, PE and RIA clients. Could also get involved in life sciences and national security engagements.
Project manage SOX 404 engagements including conducting walkthroughs, designing and leading internal control testing with periodic status updates to client's management
Prepare scoping and risk assessments or Internal Audit using a risk base methodology
Prepare Audit Committee presentations and attend Audit Committee meetings, when necessary
Lead other types of consulting engagements such as Internal Audit Co-Sourcing/Outsourcing, SOX Management Assist, Risk Assessments, Segregation of Duties Reviews, Internal Controls Reviews, and Special Projects as necessary
Maintain client relationship and tailor the engagement to meet the client's needs and expectation and maintain overall responsibility for the profitability of engagements within the client portfolio, track budget to actual results
Demonstrate knowledge and experience through ability to identify and solve issues with the client and Partner
Review work from both big picture and detail perspectives, and work product requires little to no updates from senior colleagues after submission
Take full ownership of the client relationship, beyond the lifecycle of the current project and anticipate changing demands for resources and staffing, removing barriers when necessary
Basic Qualifications:
Professional Certification, such as CIA or CPA required
Bachelor's degree in relevant discipline (e.g., Accounting, Auditing, or Related Field) required
5+ years working in internal audit, consulting, advisory services, or a related field, either in professional services or combination professional service organization/industry
3+ years management experience
Preferred/Desired Qualifications:
Strong financial services exposure including broker dealer, fin tech, RIA, PE, and wealth advisors
Firm understanding of accounting and audit experience as well as controls
Demonstrate and apply multi-tasking skills, teamwork and responsibility with engagement team members, and use current technology and tools to enhance the effectiveness of deliverables and services
Seek and offers developmental feedback; provide positive as well as constructive feedback on an ongoing basis in real time, both verbal and written
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.
About our Risk & Compliance (RCS) Team:
Specializing in services such as risk advisory and technology risk, RCS employees aren't just passionate about technology, but we see it as our driving force for innovation and forward thinking. We're committed to serving as advocates to our clients, enabling them to navigate, transform, secure, and maintain processes, and controls they need to reach their unique goals. Whether it's complying with a new regulatory requirement or automating controls within a process, providing peace of mind for those “what's next” moments is our mantra and unique promise to clients.
Risk & Compliance Services employees are encouraged to think like an owner when supporting clients. Through this entrepreneurial and business-first mindset, we're pushed to take a step outside of our comfort zones and deliver solutions that both create a lasting business impact for our clients and allow us to grow as professionals.
Our core values of trust, integrity and accountability allow us to act as strategic innovators. Because when we build trust with each other, we can bring new ideas to the table and execute them without fear of failure.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. 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.
Should you need any accommodations to complete this application please email: *********************************.
#LI-LH1
#LI-Hybrid
Preferred Location:New York
For NYC and California, the expected salary range for this position is between
85000
and
150000
The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
Auto-Apply