Andersen · 7 hours ago
Tax Manager - Private Client Services
Des Moines, IA
Full-time
Onsite
Senior Level
5+ years expAndersen is a leading firm in Tax, Valuation, and Business Advisory. The Tax Manager in Private Client Services will oversee multiple engagement teams, focusing on providing tax strategies and services to high-net-worth clients and family offices.
Financial Services
No H1B
U.S. Citizen Only
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
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
Bachelor's and/or Master's degree required
Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD)
At least 5 years relevant work experience with an accounting or law firm, including at least 3 years of PCS experience
Leadership and organizational skills
Excellent communication skills, both written and verbal
Exceptional interpersonal skills and a natural facilitator
Excellent problem solving and analytical skills
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 including MS Excel
Applicants must be currently authorized to work in the United States on a full-time basis upon hire
Preferred
Accounting, Finance, Economics or related degree preferred, minimum GPA of 3.0
Benefits
Employees (and their families) are eligible for medical, dental, vision, and basic life insurance coverage.
Employees may enroll in the firm’s 401(k) plan upon hire.
We offer 200 hours of paid time off annually, along with 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.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Mark Vorsatz
Global Chairman and CEO
Steven Guidice
Managing Director, Chief Financial Officer
Company data provided by crunchbase