Senior Tax Manager - Private Client Services

Andersen • Southborough, MA

4d

About The Position

Senior Managers in Andersen’s Private Client Services (PCS) practice oversee multiple engagement teams serving sophisticated clients, including wealthy families, family offices, owner-operated business entities, alternative investment fund principals, and trusts and estates. The role combines complex tax review, client relationship management, team leadership, and business development.

Senior Managers receive formal PCS and on-the-job training through daily interactions with tax leaders, including learning about legislative changes, wealth transfer techniques, charitable giving strategies, and buy/sell agreement planning.

Requirements

• At least 6 years of relevant work experience in an accounting firm, including at least 5 years of Private Client experience.
• An advanced credential permitting client representation before the Internal Revenue Service, such as a CPA or JD.
• Initiative as a self-starter and the ability to work successfully in a fast-paced, high-pressure environment.
• Proficiency using technology.

Nice To Haves

• A bachelor's and/or advanced degree in Accounting, Finance, Economics, or a related field.

Responsibilities

• Oversee multiple engagement teams serving sophisticated private clients.
• Participate in business development, including preparing proposals, presenting in webinars, and collaborating with other service lines to present tax strategies to prospective and current clients.
• Communicate with clients to support satisfaction, meet deadlines, stay current on legislative changes, and lead change effectively.
• Conduct primary and secondary reviews of complex federal and state tax returns.
• Draft technical tax memoranda.
• Supervise, train, mentor, and evaluate interns, associates, and senior associates.

Benefits

• Medical, dental, vision, and basic life insurance coverage for employees and their families.
• Eligibility to enroll in the firm's 401(k) plan upon hire.
• 200 hours of paid time off annually.
• Twelve paid holidays each calendar year.
• Competitive base salary and a comprehensive benefits package.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior