Tax Director - Private Client Services

About the role

Tax Directors oversee the efforts of and work collaboratively with multiple client service teams on engagements for a variety of clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.

Responsibilities

• Conduct secondary review of and have ultimate responsibility for complex income tax returns, including federal and multi-state filings.
• Maintain active communication with clients to manage expectations, ensure excellent client service, ensure deadlines are met, and lead change efforts effectively.
• Manage, develop, train, and mentor Associates, Senior Associates, and Managers, and assess performance for engagement reviews.
• Participate in and help lead local office and firm-wide initiatives.
• Plan, execute, direct, and complete tax projects; provide innovative tax planning, consulting, and compliance expertise to clients; design and implement tax-planning strategies for clients and manage to budget.
• 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.
• 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.) collaboratively and independently.

Requirements

• At least 8 years relevant work experience with an accounting firm, including at least 6 years of Private Client experience;
• Bachelor’s and/or Master’s degree – Accounting, Finance, Economics or related degree (Preferred);
• Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA, JD, or EA);
• Demonstrated project management experience with strong organization skills and multi-tasking abilities.
• Strong technical knowledge of complex Private Client related tax issues;
• Proven leadership and strong interpersonal skills;
• Excellent communication skills, both written and verbal;
• Proven high integrity and care to do the right thing;
• Excellent problem solving and analytical skills;
• Proficient use of technology.

Benefits

Our firm offers a competitive base salary and comprehensive benefits package designed to support the well-being, growth, and long-term success of our people. We are committed to recognizing individual contributions and providing resources that enable our employees to thrive both personally and professionally.

• Medical, dental, vision, and basic life insurance coverage.
• Enrollment in the firm’s 401(k) plan upon hire.
• 200 hours of paid time off annually, along with twelve paid holidays each calendar year.

For a full listing of benefit offerings, please visit https://www.andersen.com/careers.