Tax Manager - Private Client Services

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

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 (. prepare proposals, present in webinars, collaborate with other service lines to present a comprehensive tax strategy 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 Intern, Associate and Senior Associates; 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.

The Requirements

• Bachelor’s and / or Master's degree required; Accounting, Finance, Economics or related degree preferred, minimum GPA of 3.0;
• Advanced credential allowing for client representation before the Internal Revenue Service required (. CPA or JD);
• At least 5 years relevant work experience with an accounting or law firm, including at least 3 years of PCS experience;
• Leadership and organizational skills;
• Excellent communication skills, both written and verbal;
• Exceptional interpersonal skills and a natural facilitator;
• Excellent problem solving and analytical skills;
• Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and
• Proficient use of technology including MS Excel.

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

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.

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