Senior Associate – Private Client Services jobs in United States
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Andersen Corporation · 1 day ago

Senior Associate – Private Client Services

Andersen is a leading firm in Tax, Valuation, and Business Advisory, offering a unique career experience. The Senior Associate in Private Client Services will manage and support teams on various engagements for high-profile clients, focusing on tax planning, compliance, and mentoring junior staff.

Building MaterialHome DecorManufacturingWindowsWood Processing
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Growth Opportunities
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Responsibilities

Review 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 experienceCPAJDAdvanced degreeProject managementProficient use of technologySelf-starterMentoring

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

Preferred

Accounting, Finance, Economics or related

Benefits

Medical
Dental
Vision
Basic life insurance coverage
401(k) plan
160 hours of paid time off annually
Twelve paid holidays each calendar year

Company

Andersen Corporation

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For more than 121 years, Andersen has designed, manufactured, and marketed premium windows and doors.

Funding

Current Stage
Late Stage

Leadership Team

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Chris Galvin
Chairman and Chief Executive Officer (CEO)
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George Bandy
VP and Chief Sustainability Officer
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Company data provided by crunchbase