Tax Manager - Private Client Services

About the role

Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated 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.

Managers can expect to engage in business development activities, maintain communication with clients, conduct primary and secondary review of complex tax returns, draft technical tax memoranda, supervise, train, mentor, and evaluate team members, and receive formal PCS and on-the-job training.

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.

Requirements

• 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 (Preferred)
• 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

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.

• Medical, dental, vision, and basic life insurance coverage for employees and their families
• 401(k) plan available to employees 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.

Applicants must be currently authorized to work in the United States on a full-time basis upon hire.