Tax Manager - Private Client Services

Andersen • Dallas, TX

3d • Onsite

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:
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; and
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.

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)
• 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
• 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 (Preferred)

Responsibilities

• 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.

Benefits

• medical
• dental
• vision
• basic life insurance coverage
• 401(k) plan
• 200 hours of paid time off annually
• twelve paid holidays each calendar year

What This Job Offers

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