Tax Manager - Private Client Services jobs in United States
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Andersen ยท 1 day ago

Tax Manager - Private Client Services

Andersen is a leading professional services organization specializing in Tax, Valuation, and Business Advisory. The Tax Manager in the Private Client Services practice will oversee multiple engagement teams, ensuring client satisfaction and managing complex tax returns for high-net-worth individuals and families.

Financial Services
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Growth Opportunities
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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

Private Client experienceCPAJDAccounting degreeFinance degreeProficient use of technologySelf-starter

Required

4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience
Bachelor's and/or advanced degree; Accounting, Finance, Economics or related degree
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

Bachelor's and/or advanced degree; Accounting, Finance, Economics or related degree

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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