Andersen ยท 3 hours ago
Senior Tax Manager - Private Client Services (Hybrid)
Andersen is a leading firm in Tax, Valuation, and Business Advisory, offering a dynamic career path. The Senior Tax Manager in Private Client Services will oversee engagement teams for a diverse range of high-profile clients, ensuring their satisfaction and compliance with tax regulations.
Financial Services
Responsibilities
Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.)
Maintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectively
Conduct primary and secondary review of complex tax returns - including federal and state filings
Draft technical tax memoranda
Supervise train, mentor, and evaluate Intern, Associate and Senior Associates; and
Receive formal PCS and on the job training in daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell agreement planning, etc
Qualification
Required
6+ years relevant work experience in an accounting firm, with at least 5 years of Private Client experience
Bachelor's and/or advanced degree - Accounting, Finance, Economics or related degree (Preferred)
Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD)
Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment
Proficient use of technology
Benefits
Medical, dental, vision, and basic life insurance coverage
401(k) plan upon hire
160 hours of paid time off annually
Twelve paid holidays each calendar year
Company
Andersen
Andersen is the founding member of Andersen Global, an international association of legally separate, independent member firms with more than 50,000 professionals worldwide, over 3,000 global partners, and a presence in over 1,000 locations in more than 180 countries worldwide.