Associate – Private Client Services – 2026

Andersen • Tampa, FL

100d

About The Position

Private Client Services (PCS) Associates 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. Associates receive both formal Private Client Services and on-the-job training through daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell agreement planning, and more. In addition to the preparation of tax returns, associates also engage in the tax planning and consultation process for multiple complex clients. Associates will work as part of a team of problem solvers with vast consulting and industry experience, helping our clients solve complex business issues.

Requirements

• Bachelor's degree in Accounting, Finance, Economics, or related degree and/or an advanced degree in Accounting, Taxation, JD or LLM
• A minimum GPA of 3.0
• Strong leadership, multitasking and organizational skills
• Self-starter with initiative to seek out opportunities in a fast-paced environment
• Strong interpersonal skills
• Ability to interact with various levels of client and firm management through both written and verbal communication
• Applicants must be currently authorized to work in the United States on a full-time basis upon hire

Responsibilities

• Researching tax laws, rules, and regulations and analyzing their application to specific situations resulting in drafting memorandums to defend decisions and/or outlining solutions to those issues
• Participating in select phases of tax compliance engagements
• Proactively seeking guidance, clarification, and feedback
• Supporting select projects demonstrating creative thinking and individual initiative while working as a team member
• Demonstrating flexibility in prioritizing and completing tasks while exercising professional skepticism

What This Job Offers

• Education Level: Bachelor's degree