Tax Partner- Financial Services - Sacramento, United States - EisnerAmper

EisnerAmper Sacramento, United States

3 weeks ago

Description

Job Description

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 has experienced significant growth and is seeking a Partner for their Financial Services tax team in our San Francisco office.

In this role you will be involved both in new business opportunities as well as servicing existing long standing clients in a compliance/consulting role.

You will also be involved in thought leadership opportunities, technology initiatives, as well as developing and mentoring staff.
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:

Perform Partner level compliance review and tax return signoff

Handle client consultations on planning opportunities and changes in tax law

Working on proposals and assisting in developing new business

Meeting prospective clients and developing relationships with new and existing clients

Expanding services to existing clients

Supervising engagements and special projects undertaken by the firm

Overseeing all aspects of the client engagement

Supervising, training and evaluating advanced level staff

Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax function

Maintaining knowledge of new tax issues and general business trends that affect the client

Basic Qualifications:
Bachelor's degree in Accounting or equivalent field

CPA or JD

10+ years of progressive tax experience

5+ years of supervisory experience, mentoring and counseling associates

Master's degree in Accounting or equivalent field

Experience acquiring new clients and growing a book of business

Experience working with venture capital and private equity funds is highly preferred.

We strongly believe in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, EisnerAmper is proud to be an Equal Opportunity Employer.

We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or protected veteran status, citizenship, or other protected characteristics under federal, state, or local law.

About our Tax Team:

As the largest service line within the firm, EisnerAmper's Tax Group doesn't 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 nearly 4,000 employees including 400 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.
Should you need any accommodations to complete this application please email:
#LI-JB1

Preferred Location:
San Francisco
#J-18808-Ljbffr

Financial Services Officer

1 week ago

Sacramento Credit Union Sacramento, United States

Job Description · Job DescriptionTITLE: FINANCIAL SERVICES OFFICER (BANKER) · STATUS: NON-EXEMPT · DEPARTMENT: H-STREET BRANCH · REPORTS TO: BRANCH MANAGER · PAY SCALE: $ $31.37 PER HOUR · We are seeking a candidate who enjoys being of service to customers and possesses excellen ...
Director, Patient Financial Services

2 weeks ago

UC Davis Health Sacramento, United States

Job Summary The Director, Patient Financial Services is responsible for strategic leadership and direction for the overall operations of the technical/facility back-end revenue cycle for the Health System enterprise. Provides overall strategy and impacts processes and financial d ...
Tax Partner- Financial Services

15 hours ago

EisnerAmper Sacramento, United States

Job Description · 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. Yo ...
Financial Services Officer

1 week ago

Sacramento Credit Union Sacramento, United States

TITLE: FINANCIAL SERVICES OFFICER (BANKER) · STATUS: NON-EXEMPT · DEPARTMENT: H-STREET BRANCH · REPORTS TO: BRANCH MANAGER · PAY SCALE: $ $31.37 PER HOUR · We are seeking a candidate who enjoys being of service to customers and possesses excellent communication skills for o ...
Manager of Financial Services

2 weeks ago

Destiny Christian Academy (DCA) Sacramento, United States

Job Description · Job DescriptionDescription:Under the general supervision and direction of the Chief Business Officer, the Manager of Financial Services provides leadership and management of the daily operations in the Financial Services Department; assists in leading the planni ...
Financial Services Analyst 2

1 week ago

UC Davis Health System Sacramento, United States

Job Summary This position is in the operations unit for the Department of Internal Medicine, which is based on the UC Davis Health System Sacramento Campus. This position is one part of a unit of 4 Financial Services Analyst IIs and provides a variety of operational and financial ...
Financial Services Analyst 2

2 weeks ago

UC Davis Health System Sacramento, United States

Job Summary This position is in the operations unit for the Department of Internal Medicine, which is based on the UC Davis Health System Sacramento Campus. This position is one part of a unit of 4 Financial Services Analyst IIs and provides a variety of operational and financial ...
Financial Service Representative

4 weeks ago

Travis Credit Union Woodland, United States Full time

M-F 9:30-6:00, Sat 9:30-2:30, weekday off TBD · 37 hours/week · Summary: Travis Credit Union's (TCU) Financial Service Representative (FSR) is the face of the credit union TCU's FSRs manage member relationships by helping members achieve their financial goals. The TCU FSR is a ...
Financial Center Client Service Representative

1 week ago

Bank of America Sacramento, United States Full time

Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...
Financial Services Officer

2 weeks ago

Sacramento Credit Union Fair Oaks, United States

TITLE: FINANCIAL SERVICES OFFICER (BANKER) · STATUS: NON-EXEMPT · DEPARTMENT: MADISON BRANCH · REPORTS TO: BRANCH MANAGER · PAY SCALE: $ $31.37 PER HOUR · We are seeking a candidate who enjoys being of service to customers and possesses excellent communication skills for ou ...
Financial Services Officer

2 weeks ago

Sacramento Credit Union Elk Grove, United States

TITLE: FINANCIAL SERVICES OFFICER (BANKER) · STATUS: NON-EXEMPT · DEPARTMENT: ELK GROVE BRANCH · REPORTS TO: BRANCH MANAGER · PAY SCALE: $ $31.37 PER HOUR · We are seeking a candidate who enjoys being of service to customers and possesses excellent communication skills for ...
Financial Services Professional

2 days ago

Valley Strong Credit Union Vacaville, United States

Job Description · Job DescriptionOUR CORE VALUES · The Credit Union is a values-driven organization. They guide our behavior as they create our desired culture. · Everyone Counts We promise a diverse and fair workplace to better serve our Members, Team Members and Communities, f ...
Financial Services Analyst 2

2 weeks ago

University of California Agriculture and Natural Resources Woodland, United States

County Location : Yolo County · Location : UC ANR - Davis · Date Posted : February 8, 2024Closing Date :Until Filled · Position Summary: · The analyst will be part of several teams supporting the units within ANR. The position requires detailed knowledge and understanding of ...
Insurance and Financial Services Position

2 weeks ago

Jd Snead - State Farm Agent Rancho Cordova, United States

Job Description · Job DescriptionPosition Overview · Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. We seek an energetic professional interested i ...
Financial Services Officer

2 weeks ago

Sacramento Credit Union Elk Grove, United States

TITLE: FINANCIAL SERVICES OFFICER (BANKER) · STATUS: NON-EXEMPT · DEPARTMENT: ELK GROVE BRANCH · REPORTS TO: BRANCH MANAGER · PAY SCALE: $ $31.37 PER HOUR · We are seeking a candidate who enjoys being of service to customers and possesses excellent communication skills for ...
Financial Services Officer

3 weeks ago

Sacramento Credit Union Elk Grove, United States

TITLE: FINANCIAL SERVICES OFFICER (BANKER)STATUS: NON-EXEMPTDEPARTMENT: ELK GROVE BRANCHREPORTS TO: BRANCH MANAGERPAY SCALE: $ $31.37 PER HOUR - We are seeking a candidate who enjoys being of service to customers and possesses excellent commun Financial, Officer, Banker, Service, ...
Financial Services Officer

3 weeks ago

Sacramento Credit Union Fair Oaks, United States

Job Description · Job DescriptionTITLE: FINANCIAL SERVICES OFFICER (BANKER) · STATUS: NON-EXEMPT · DEPARTMENT: MADISON BRANCH · REPORTS TO: BRANCH MANAGER · PAY SCALE: $ $31.37 PER HOUR · We are seeking a candidate who enjoys being of service to customers and possesses excellent ...
Financial Center Client Service Representative

2 weeks ago

Bank of America Vacaville, United States

Financial Center Client Service Representative · Vacaville, California · **Job Description:** · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how ...
Financial Services Administrator

2 weeks ago

Allworth Financial Folsom, United States

Allworth Financial ) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutio ...
Financial Services Officer

5 days ago

Sacramento Credit Union Fair Oaks, United States

**TITLE**:FINANCIAL SERVICES OFFICER (BANKER) · **STATUS**:NON-EXEMPT · **DEPARTMENT**: MADISON BRANCH · **REPORTS TO**:BRANCH MANAGER · **PAY SCALE**:$ $31.37 PER HOUR · Our FSOs work a fixed schedule, which allows you the work/life balance you need. The selected individual will ...

Tax Partner- Financial Services - Sacramento, United States - EisnerAmper

Description

Financial Services Officer

Director, Patient Financial Services