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Tax Senior Associate - Private Client Services jobs in United States
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Andersen · 1 day ago

Tax Senior Associate - Private Client Services

Andersen is a leading firm specializing in Tax, Valuation, and Business Advisory services. The Senior Associate in the Private Client Services practice will manage and support their team on various engagements for high-net-worth clients, focusing on tax planning, compliance, and client communication.
Financial Services
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Growth Opportunities
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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 representationAccounting degreeProficient in technologyProject managementMentoringSelf-starter

Required

2+ years of relevant tax experience
Bachelor's and/or relevant advanced degree (MAcc, MST, JD)
Accounting, Finance, Economics or related (Preferred)
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

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

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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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