Tax Senior Associate – Private Client Services

Andersen • Boston, MA

5d

About The Position

Senior Associates in Andersen’s Private Client Services practice manage and support their teams across multiple engagements for sophisticated clients, including wealthy families, family offices, owner-operated business entities, alternative investment fund principals, trusts, and estates. The role includes preparing and reviewing complex tax returns, tax planning and consulting, researching and addressing client issues, drafting technical tax memoranda, client communications, project management, and supervising and mentoring Associates and Interns. Senior Associates also receive formal PCS and on-the-job training from tax leaders on topics such as legislative changes, wealth transfer techniques, charitable giving strategies, and buy/sell agreement planning.

Requirements

• At least 2 years of relevant tax experience.
• Bachelor’s degree and/or a relevant advanced degree, such as an MAcc, MST, or JD.
• Minimum GPA of 3.0.
• An advanced credential, or desire to obtain an advanced credential, that allows IRS client representation, such as a CPA or JD.
• Self-starter with initiative to seek opportunities and the 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; candidates requiring employment visa sponsorship now or in the future will not be considered.

Nice To Haves

• Accounting, Finance, Economics, or a related field is preferred.

Responsibilities

• Review and prepare complex tax returns.
• Engage in tax planning and consulting.
• Collaborate with engagement teams to identify and research complex client issues and recommend solutions.
• Draft technical tax memoranda.
• Provide regular updates to clients.
• Assist with project management of compliance and consulting engagements.
• Supervise, train, and mentor Associates and Interns.
• Participate in formal Private Client Services 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
• 160 hours of paid time off annually
• Twelve paid holidays each calendar year

What This Job Offers

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