Tax Manager - Private Client Services

The Firm

Unlock the boundless horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. As a trailblazing force with the most extensive global presence among professional services organizations, you'll work with extraordinary clients spanning every industry, regardless of their size. We foster a community that thrives on diversity, inclusivity, and collaboration, focusing on your development to help you flourish as leaders, colleagues, and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top.

About the Role

Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, including some of the wealthiest families in the U.S., family offices, owner-operated business entities, alternative investment fund principals, trusts, and estates.

• Engage in business development activities (e.g., prepare proposals, present in webinars, collaborate with other service lines to present comprehensive tax strategies to prospective and current clients).
• 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 interns, associates, and senior associates.
• Receive formal PCS and on-the-job training in daily interactions with top tax leaders to learn about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell agreement planning, etc.

Requirements

• 4+ years of relevant work experience in an accounting firm, with at least 3 years of Private Client experience.
• Bachelor’s and/or advanced degree in Accounting, Finance, Economics, or a related field (preferred).
• Advanced credential allowing for IRS client representation (e.g., 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 for employees and their families.
• Eligibility to enroll in the firm’s 401(k) plan upon hire.
• 200 hours of paid time off annually, plus twelve paid holidays each calendar year.

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

Applicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates requiring sponsorship for employment visa status now or in the future.