Tax Manager - Private Client Services

Andersen • Des Moines, IA

117d

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

• Bachelor’s and/or Master's degree required; Accounting, Finance, Economics or related degree preferred, minimum GPA of 3.0.
• Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD).
• At least 5 years relevant work experience with an accounting or law firm, including at least 3 years of PCS experience.
• Leadership and organizational skills.
• Excellent communication skills, both written and verbal.
• Exceptional interpersonal skills and a natural facilitator.
• Excellent problem solving and analytical skills.
• 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 including MS Excel.
• Applicants must be currently authorized to work in the United States on a full-time basis upon hire.

Responsibilities

• Engage in business development activities such as preparing proposals and presenting in webinars.
• Maintain communication with clients to ensure satisfaction and meet deadlines.
• Conduct primary and secondary review of complex tax returns including federal and state filings.
• Draft technical tax memoranda.
• Supervise, train, mentor, and evaluate Interns, Associates, and Senior Associates.
• Receive formal PCS and on-the-job training in daily interactions with top tax leaders.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: Bachelor's degree