Full-Time

Director-Transaction Advisory Services

Tas

Confirmed live in the last 24 hours

EisnerAmper

EisnerAmper

1,001-5,000 employees

Tax planning and business consulting services

Consulting
Financial Services

Compensation Overview

$120k - $250kAnnually

Expert

Boston, MA, USA + 5 more

More locations: San Francisco, CA, USA | San Mateo, CA, USA | Dallas, TX, USA | Chicago, IL, USA | New York, NY, USA

Category
Corporate Finance
Investment Banking
Finance & Banking
Required Skills
Financial analysis
Data Analysis
Excel/Numbers/Sheets
Requirements
  • Bachelor’s degree in accounting, finance, economics or related field.
  • 9 + years of transaction advisory and/or combined TAS/audit experience from a public accounting or other professional services firm.
  • Demonstrable network of clients and contacts to leverage new business origination.
  • Significant experience supervising teams in connection with buy-side and sell-side due diligence, including evaluating Quality of Earnings and other deal related financial and operational metrics (e.g., net working capital, indebtedness).
  • Well versed in using databooks and related tools typically used in M&A transactions, as well as having strong working knowledge of MS Excel and emerging data analytics tools.
  • Active in nationally/locally focused organizations where speaking opportunities and networking have high likelihood of expanding professional network.
  • Deep experience in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising staff, and coordinating with other internal and external service providers.
  • Strong working knowledge of US GAAP.
  • Excellent written and verbal communication skills.
  • Ability to travel as needed to service client demands, including internationally.
  • Collaboratively work with TAS leaders and other EisnerAmper professionals to strategically drive growth and bring appropriate resources to opportunities.
  • Masters/advanced degree, CPA, and other professional certifications, a plus.
Responsibilities
  • Play key role in practice administration including talent recruitment, operations, and resource management.
  • Effectively manage engagement economics.
  • Well versed in managing individual and local practice key performance metrics such as utilization, WIP, receivable, and related practice measurements.
  • Mentoring and developing team members to develop, advance, and be positioned as future leaders at EAG.
  • Produce and distribute monthly and quarterly pipeline, closed business, profitability reports, annual practice summaries to leadership.
  • Build upon established client service delivery processes.
  • Actively contribute to practice’s business development process.
  • Assist in creating professional development programs for practice professionals.
  • Participate in marketing and business development programs, including attending and speaking at industry conferences.
  • Develop and maintain relationships and communications with existing clients and prospects.
  • Simultaneously lead, manage, and supervise multiple client engagements and effectively communicate with clients and internal referral sources.
  • Analyze target company financial and operating results to identify non-recurring, unusual or out-of-period transactions that affect reported earnings.
  • Write and review reports to clients.
  • Ability to identify transaction risks and key deal issues.
  • Effectively supervise and acts as a role model for Directors, Senior Managers/Managers, and senior associates.
  • Develop agendas and lead meetings with client/target management.
  • Maintain periodic communications with clients regarding project status, out of scope work, and potential deal issues as they arise.

EisnerAmper provides a variety of tax and business consulting services aimed at large companies, privately owned businesses, government entities, and wealthy individuals. The firm operates with two main branches: EisnerAmper LLP, which focuses on attest services, and Eisner Advisory Group LLC, which offers tax planning and business consulting. Their services help clients deal with complex operational challenges, reduce tax burdens, and improve business strategies. Unlike many competitors, EisnerAmper emphasizes a specialized approach to financial services and maintains a strong alumni network that supports former employees in their professional growth. The company's goal is to assist clients in navigating their financial landscapes effectively while fostering a community for ongoing development.

Company Stage

Growth Equity (Non-Venture Capital)

Total Funding

N/A

Headquarters

New York City, New York

Founded

1963

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • EisnerAmper's expansion into Illinois increases its market share and client base.
  • The firm has earned the 'Best of Accounting' Award for eight consecutive years.
  • Growing demand for digital transformation services among SMBs boosts EisnerAmper's service offerings.

What critics are saying

  • Increased competition from firms like Deloitte and PwC may impact market share.
  • AI-driven tax software could reduce demand for traditional tax planning services.
  • Economic volatility and changing tax regulations could affect consistent advisory services.

What makes EisnerAmper unique

  • EisnerAmper operates under an alternative practice structure, separating attest and advisory services.
  • The firm has a strong alumni network for professional development and networking opportunities.
  • EisnerAmper offers specialized CFO advisory services for the energy sector.

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