Senior Tax Manager - Private Client Services

Andersen•Boston, MA

12d•Onsite

About The Position

Andersen is a trailblazing force with the most extensive global presence among professional services organizations, offering careers in Tax, Valuation, and Business Advisory. They work with clients of all sizes across every industry, free from independence-related constraints. Andersen fosters a community that thrives on diversity, inclusivity, and collaboration, focusing on employee development through world-class education, immersive experiences, and mentorship to help individuals flourish as leaders, colleagues, and trusted advisors. They invest in employee potential to build a legacy and encourage ambition, entrepreneurial spirit, and a desire to be the best.

Requirements

6+ years relevant work experience in an accounting firm.
At least 5 years of Private Client experience.
Bachelor’s and/or advanced degree in Accounting, Finance, Economics or related degree.
Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD).
Self-starter with the initiative to seek out opportunities.
Ability to work successfully in a fast-paced, high-pressure environment.
Proficient use of technology.
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.

Responsibilities

Oversee multiple engagement teams for a wide range of sophisticated clients, including Wealthiest Families, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Engage in business development activities such as preparing proposals, presenting in webinars, and collaborating with other service lines to present comprehensive tax strategies.
Maintain client communication to ensure satisfaction, meet deadlines, stay 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 about legislative changes, wealth transfer techniques, charitable giving strategies, and buy/sell agreement planning.