Senior Tax Associate – Private Client Services jobs in United States
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Andersen · 2 weeks ago

Senior Tax Associate – Private Client Services

Andersen is a leading professional services organization specializing in Tax, Valuation, and Business Advisory. The Senior Tax Associate will manage and support their team on multiple engagements for a wide range of sophisticated clients, including wealthy families and family offices, focusing on tax planning, preparation, and consulting.

Financial Services
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Growth Opportunities
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Hiring Manager
Greg Frick, SHRM-TASC
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Responsibilities

Review and prepare complex tax returns
Engage in the tax planning and consulting process
Collaborate with engagement team to identify and research complex client issues and recommend solutions
Draft technical tax memoranda
Provide regular updates to clients
Assist in project management of compliance and consulting engagements
Supervise, train and mentor Associates and Interns
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

Tax planningTax return preparationIRS client representationAdvanced degreeProficient use of technologyProject managementMentoringSelf-starter

Required

2+ years of relevant tax experience
Bachelor's and/or relevant advanced degree (MAcc, MST, JD)
Minimum GPA: 3.0
Advanced credential or desire to obtain advanced credential allowing for IRS client representation (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
Applicants must be currently authorized to work in the United States on a full-time basis upon hire

Preferred

Accounting, Finance, Economics or related

Benefits

Medical, dental, vision, and basic life insurance coverage
401(k) plan
160 hours of paid time off annually
Twelve paid holidays each calendar year

Company

Andersen

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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.

Funding

Current Stage
Late Stage

Leadership Team

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Mark Vorsatz
Global Chairman and CEO
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Steven Guidice
Managing Director, Chief Financial Officer
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Company data provided by crunchbase