Andersen Corporation · 1 week ago
Senior Tax Manager - Private Client Services (Hybrid)
Andersen is a leading firm in Tax, Valuation, and Business Advisory services, offering a dynamic career environment. The Senior Tax Manager in Private Client Services will oversee engagement teams for a diverse clientele, including wealthy families and business entities, while engaging in business development and ensuring client satisfaction.
Building MaterialHome DecorManufacturingWindowsWood Processing
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
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
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
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 160 hours of paid time off annually, along with twelve paid holidays each calendar year.
Company
Andersen Corporation
For more than 121 years, Andersen has designed, manufactured, and marketed premium windows and doors.
Funding
Current Stage
Late StageLeadership Team
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