Andersen · 1 day ago
Manager - Private Client Services
Tampa, FL
Full-time
Onsite
Mid, Senior Level
4+ years expAndersen is a leading professional services organization specializing in Tax, Valuation, and Business Advisory. The role of Manager in the Private Client Services practice involves overseeing multiple engagement teams, managing client relationships, and ensuring the delivery of comprehensive tax strategies to high-net-worth individuals and families.
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
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
Benefits
Medical, dental, vision, and basic life insurance coverage
401(k) plan
200 hours of paid time off annually
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
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