Private Client Tax Manager for Wealth & Family Offices

Andersen; Dallas (TX); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Paid time off (200 hours annually)

Job summary

Andersen is seeking a Manager in Private Client Services to oversee multiple engagement teams serving high-net-worth clients, family offices, owner-operated businesses, and trusts. You will lead business development, maintain strong client communication, and ensure timely delivery of complex tax returns.

The role requires 4+ years in private client work, a CPA or JD, and strong technology skills. This on-site Dallas-based position offers a competitive base salary and comprehensive benefits as

Qualifications

• 4+ years of relevant work experience in accounting with Private Client exposure
• Bachelor’s and/or advanced degree in Accounting, Finance, Economics or related field (preferred)
• Credential allowing IRS client representation (CPA or JD) preferred
• Self-starter with ability to thrive in a fast-paced, high-pressure environment
• Proficient use of technology in tax advisory work

Responsibilities

• Oversee multiple engagement teams for sophisticated clients, including wealthy families and family offices
• Engage in business development activities and client proposals
• Maintain client communication to ensure satisfaction and deadlines
• Conduct primary and secondary review of complex federal/state tax returns
• Draft technical tax memoranda
• Supervise and mentor interns and associates; provide PCS training

Skills

Client relationship management

Business development

Leadership

Communication

Education

Bachelor's degree or higher

CPA or JD preferred

Tools

Tax software

MS Office

Job description

Andersen is seeking a Manager in Private Client Services to oversee multiple engagement teams serving high-net-worth clients, family offices, owner-operated businesses, and trusts. You will lead business development, maintain strong client communication, and ensure timely delivery of complex tax returns.

The role requires 4+ years in private client work, a CPA or JD, and strong technology skills. This on-site Dallas-based position offers a competitive base salary and comprehensive benefits as