Tax Experienced Associate - Private Client Services (Hybrid)

Andersen Tax LLC
Greenwich, CT, US
$75K-$115.1K a year
Full-time

The Firm

Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!

At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory.

We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.

But that's not all; we're more than just a company; we're a community that thrives on diversity, inclusivity, and collaboration.

Our focus is on your development helping 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.

We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best.

Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success!

The Role

Experienced Associates in Private Client Services (PCS) support a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.

Experienced Associates can expect to :

  • Engage in the Tax Preparation, Planning, Consulting and Research processes; and
  • 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.

Compensation and Benefits

Our firm offers competitive base compensation, benefits package, and a discretionary employee bonus program for eligible employees based on individual and firm performance metrics per the defined program guidelines.

For individuals hired to work in Greenwich, the expected salary range for this role is $75,000 to $115,100; the actual salary offer can vary based upon employee qualifications.

Benefits : Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our firm’s 401(k) plan upon hire.

We offer paid time off, beginning at 160 hours annually and provides twelve paid holidays throughout the calendar year. For a full listing of benefit offerings, please visit .

Compensation : In addition to competitive base compensation, our firm offers annual discretionary bonuses based on firm and individual performance, a discretionary long-term cash incentive program, and other forms of discretionary compensation that would be offered to the hired applicant in addition to their established salary range scale.

The Requirements

  • 1+ year of relevant tax experience;
  • Bachelor’s and / or relevant advanced degree;Accounting, Finance, Economics or related (Preferred)Minimum GPA : 3.0.
  • Strong organizational skills and ability to manage competing priorities;
  • Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment;
  • Ability to interact with various levels of client and firm management through both written and verbal communication; and
  • Proficient use of technology.

Applicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (., H-1B status).

Andersen Tax welcomes and encourages workforce diversity. We are an equal opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to race, color, national origin, ancestry, religion, sexual orientation (including gender identity and gender expression), mental disability, physical disability, sex / gender (including pregnancy, childbirth, and related medical conditions), age, marital status, military status, veteran status, genetic information, or any other characteristic protected by federal, state or local laws or regulations.

All qualified individuals, including those with criminal histories, will be considered in a manner consistent with the requirements of applicable state and local laws.

Additionally, we make every effort to provide reasonable accommodations to qualified individuals with disabilities.

LI-CB1

30+ days ago
Related jobs
Andersen Tax LLC
Greenwich, Connecticut

Experienced Associates in Private Client Services (PCS) support a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Experienced Associates can expect ...

BDO
Stamford, Connecticut

A Private Client Services (PCS) Experienced Senior Associate is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting ...

Andersen Tax LLC
Greenwich, Connecticut

Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, T...

BDO
Stamford, Connecticut

A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high n...

Coda Search│Staffing
Stamford, Connecticut

Our client, a boutique wealth manager in Westchester, is looking to add a Client Services/Operations Associate to their growing team. The role will be a mix of new client onboarding, client correspondence and inquiries, wire transfers, audits, and ad hoc projects. The ideal candidate will have 3-8 y...

PwC US Tax LLP
Stamford, Connecticut

SummaryA career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. Our team hel...

BDO
Stamford, Connecticut

The Global Employer Services Associate is responsible for performing basic research to prepare tax returns, tax equalizations, completing assignment cost projections, work project reviews, and analyses that assist in serving clients. The STS Global Employer Services (GES) Associate will be responsib...

KPMG-UnitedStates
Stamford, Connecticut

Senior Associate, NYFS Real Estate Tax Services. KPMG is currently seeking a Senior Associate to join our Business Tax Services practice. Provide tax compliance and advisory services to real estate businesses that are operating as REITs, partnerships and corporations. Manage teams of tax professiona...

Andersen Tax LLC
Greenwich, Connecticut

Senior Associates in our Alternative Investment Funds practice, Senior Associates work directly with Management as they engage in the tax planning, consulting, and compliance process for a variety of complex clients, including hedge funds, private equity, real estate, fund of funds and venture capit...

DaVita Inc.
Stamford, Connecticut

KPMG is currently seeking a Tax Associate to join our Global Mobility Services (GMS) practice. Prepare miscellaneous tax, payroll and international assignment cost projection calculations; prepare tax returns, equalization calculations and other miscellaneous tax forms for expatriate, foreign nation...