Andersen Corporation · 8 hours ago
Manager - Private Client Services
Tampa, FL
Full-time
Onsite
Mid, Senior Level
4+ years expAndersen is a leading firm in Tax, Valuation, and Business Advisory services, offering a unique career journey. The Manager in Private Client Services oversees engagement teams for high-net-worth clients, focusing on business development, client communication, and tax return reviews while mentoring junior staff.
Building MaterialHome DecorManufacturingWindowsWood Processing
No H1B
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
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 (Preferred)
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 200 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.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Chris Galvin
Chairman and Chief Executive Officer (CEO)
George Bandy
VP and Chief Sustainability Officer
Recent News
Company data provided by crunchbase