Private Client Tax Director — Lead & Innovate Wealth Tax

Andersen; Dallas (TX); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Paid holidays

Job summary

Andersen is seeking a Senior Tax Director within Private Client Services to oversee complex income tax returns for high-net-worth individuals and families. You will mentor junior staff, manage client expectations, and lead tax planning and compliance engagements.

The role emphasizes leadership, technical tax expertise, and collaboration with multiple service lines. The position requires 8+ years in accounting, CPA/JD/EA credentials, and strong communication skills.

Qualifications

• 8+ years relevant work experience in accounting/firm environment, including private client experience
• Advanced credential for IRS representation required (CPA, JD, or EA)
• Strong leadership and interpersonal skills
• Excellent written and verbal communication skills
• Proven project management with ability to multi-task

Responsibilities

• Conduct secondary review and ultimate responsibility for complex income tax returns (federal and multi-state)
• Maintain active client communication to manage expectations and deadlines
• Mentor Associates, Senior Associates and Managers; participate in performance reviews
• Lead local office and firm-wide initiatives
• Plan and execute tax projects; design tax planning strategies and manage to budget
• Receive formal PCS and on-the-job training from top tax leaders
• Engage in business development activities with cross-line collaboration

Skills

Project management

Private client tax

Leadership

Communication

Education

Accounting/Finance degree

CPA/JD/EA credential

Job description

Andersen is seeking a Senior Tax Director within Private Client Services to oversee complex income tax returns for high-net-worth individuals and families. You will mentor junior staff, manage client expectations, and lead tax planning and compliance engagements.

The role emphasizes leadership, technical tax expertise, and collaboration with multiple service lines. The position requires 8+ years in accounting, CPA/JD/EA credentials, and strong communication skills.