Private Client Tax Manager - Lead High-Impact Tax Strategy

Andersen Tax LLC

West Palm Beach (FL)

On-site

USD 120,000 - 180,000

Full time

10 days ago

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Benefits offered by this job

Medical/Dental/Vision
401(k) plan
Paid time off & holidays

Job summary

Andersen Tax LLC is seeking a Manager in our Private Client Services (PCS) practice to oversee multiple engagement teams serving high-net-worth clients, family offices, and owner-operated entities. The role includes client communication, tax return reviews, and strategy development.

You will mentor interns and associates, lead proposals, and collaborate across lines to deliver comprehensive tax planning and compliance solutions while benefiting from PCS-specific training and mentorship.

Qualifications

  • 4+ years in accounting with 3+ years in Private Client.
  • Bachelor’s degree; CPA or JD preferred.
  • Fast-paced environment; self-starter.
  • Proficient with technology.

Responsibilities

  • Lead multiple engagement teams for Private Client matters.
  • Engage in business development and client proposals.
  • Review complex tax returns (federal and state).
  • Draft technical tax memoranda.
  • Supervise and mentor junior staff.
  • Receive PCS and on-the-job training.

Skills

Private Client experience
Leadership
Communication
Tax knowledge

Education

Bachelor's degree
Advanced degree (preferred)

Tools

Tax software
MS Office

Job description

Andersen Tax LLC is seeking a Manager in our Private Client Services (PCS) practice to oversee multiple engagement teams serving high-net-worth clients, family offices, and owner-operated entities. The role includes client communication, tax return reviews, and strategy development.

You will mentor interns and associates, lead proposals, and collaborate across lines to deliver comprehensive tax planning and compliance solutions while benefiting from PCS-specific training and mentorship.

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