Senior Tax Manager - Private Client Services

Andersen•Tampa, FL

18d•Onsite

About The Position

Andersen is a trailblazing force with the most extensive global presence among professional services organizations, offering a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We work with extraordinary clients spanning every industry, regardless of their size, because Andersen is free from independence-related constraints that may hinder other firms. We are 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. We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Join us at Andersen, and together, let's write the story of your success!

Requirements

6+ years relevant work experience in an accounting firm, with at least 5 years of Private Client experience.
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 and ability to work successfully in a fast-paced, high-pressure environment.
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 (e.g., H-1B status).

Nice To Haves

Bachelor’s and/or advanced degree – Accounting, Finance, Economics or related degree (Preferred).

Responsibilities

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.
Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.).
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.
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.