Tax Manager - Private Client Services
About The Position
Managers in our Private Client Services (PCS) practice 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. Managers can expect to maintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectively. They will conduct primary and secondary review of complex tax returns – including federal and state filings, draft technical tax memoranda, and assist with tax audits and notices, including preparation of responses for IDR requests. Managers will manage resources and coordinate for scheduling needs, demonstrating strong ownership and commitment to our people and clients. They will supervise, train, mentor, and evaluate Intern, Associate and Senior Associates. Additionally, they will 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, and buy/sell agreement planning. Managers will also engage in business development activities such as preparing proposals, presenting in webinars, and collaborating with other service lines to present a comprehensive tax strategy to prospective and current clients.
Requirements
- 4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience
- Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred)
- Advanced credential allowing for IRS client representation (i.e. CPA or JD)
- Strong organizational and leadership skills to enhance project management and client service
- Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment
- Proficient use of tax software and relevant 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
- Accounting, Finance, Economics or related degree
Responsibilities
- 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
- Assist with tax audits and notices, including preparation of responses for IDR requests
- Manage resources and coordinate for scheduling needs
- 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.
- 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 cleints. etc.
Benefits
- medical
- dental
- vision
- basic life insurance coverage
- 401(k) plan
- 200 hours of paid time off annually
- twelve paid holidays each calendar year
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
