Private Client Tax Manager — Strategy & Growth

Andersen; New York (NY); On-site; USD 115,000 - 197,000; Full time

Benefits offered by this job

Salary competitiveness

Job summary

Andersen in New York City is hiring for a role in Tax, Valuation, and Business Advisory with 4+ years of accounting firm experience, including private client work. Role includes client engagement, reviews of complex tax returns, mentoring junior staff, and ongoing tax strategy development.

The position offers strong development opportunities, mentorship from top tax leaders, and a comprehensive benefits package. Salary ranges from $115,000 to $197,100, commensurate with qualifications.

Qualifications

• 4+ years of relevant work experience in an accounting firm, with at least 3 years of Private Client experience.
• Bachelor’s and/or advanced degree in Accounting, Finance, Economics or related field (Preferred).
• Advanced credential allowing for IRS client representation (i.e. CPA or JD).
• 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.

Responsibilities

• 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.

Skills

Self-starter

Proficient with technology

Client communication

Education

Bachelor’s or higher degree in Accounting/Finance/Economics

CPA or JD (IRS representation credential)

Job description

Andersen in New York City is hiring for a role in Tax, Valuation, and Business Advisory with 4+ years of accounting firm experience, including private client work. Role includes client engagement, reviews of complex tax returns, mentoring junior staff, and ongoing tax strategy development.

The position offers strong development opportunities, mentorship from top tax leaders, and a comprehensive benefits package. Salary ranges from $115,000 to $197,100, commensurate with qualifications.