Tax Manager - Private Client Services

Andersen • Southborough, MA

2d

About The Position

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, trusts, and estates. The role combines client service, complex tax return review, technical tax work, team leadership, and business development.

Managers maintain client communications to support satisfaction and deadlines, stay current on legislative changes, and lead change effectively. They conduct primary and secondary reviews of complex federal and state tax filings, draft technical tax memoranda, and supervise, train, mentor, and evaluate interns, associates, and senior associates. They also participate in business development, including preparing proposals, presenting webinars, and collaborating with other service lines on tax strategies for prospective and current clients.

The position includes formal PCS and on-the-job training through daily interactions with tax leaders, covering legislative changes, wealth transfer techniques, charitable giving strategies, and buy/sell agreement planning. The firm describes a comprehensive benefits package, professional development, and a collaborative, inclusive workplace.

Requirements

• At least 4 years of relevant work experience in an accounting firm, including at least 3 years of Private Client experience.
• An advanced credential allowing IRS client representation, such as a CPA or JD.
• Self-starter who takes initiative to seek opportunities and can work successfully in a fast-paced, high-pressure environment.
• Proficiency using technology.
• Applicants must be authorized to work in the United States full-time upon hire; the firm will not consider candidates who require employment visa sponsorship now or in the future.

Nice To Haves

• Bachelor’s and/or advanced degree in Accounting, Finance, Economics, or a related field (preferred).

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 on tax strategies.
• Maintain client communications 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.
• Participate in formal PCS and on-the-job training on legislative changes, wealth transfer techniques, charitable giving strategies, and buy/sell agreement planning.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Basic life insurance
• 401(k) plan available upon hire
• 200 hours of paid time off annually
• Twelve paid holidays each calendar year
• Formal and on-the-job training
• Professional development and mentorship

What This Job Offers

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