Private Client Tax Manager — Wealth Advisory Leader

Andersen; Southborough (MA); Presencial; USD 105 000 - 198 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan

Paid time off (200 hours)

12 paid holidays

Resumo da oferta

Andersen is seeking a Private Client Services (PCS) Manager to oversee multiple engagement teams serving high-net-worth clients, family offices, owner-operated businesses, and trusts. The role emphasizes delivering sophisticated tax strategies, client relationship management, and mentorship of junior staff within a fast-paced, high-stakes environment.

Responsibilities include business development, client communications, complex tax return reviews, drafting memoranda, and training interns and

Qualificações

• 4+ years of relevant work experience in an accounting firm, with at least 3 years in Private Client services.
• Bachelor’s and/or advanced degree in Accounting, Finance, Economics or related field (Preferred).
• Advanced credential allowing for IRS client representation (CPA or JD).
• Self-starter with initiative to seek opportunities and ability to work in a fast-paced, high-pressure environment.
• Proficient use of technology.

Responsabilidades

• Engage in business development activities (proposals, webinars, cross-line collaboration).
• Maintain communication with clients to ensure satisfaction and deadlines; stay current on legislative changes; lead change effectively.
• Conduct primary and secondary review of complex tax returns (federal and state).
• Draft technical tax memoranda.

Conhecimentos

Self-starter

Technology proficiency

Formação académica

Bachelor’s and/or advanced degree

Advanced credential: CPA or JD

Descrição da oferta de emprego

Andersen is seeking a Private Client Services (PCS) Manager to oversee multiple engagement teams serving high-net-worth clients, family offices, owner-operated businesses, and trusts. The role emphasizes delivering sophisticated tax strategies, client relationship management, and mentorship of junior staff within a fast-paced, high-stakes environment.

Responsibilities include business development, client communications, complex tax return reviews, drafting memoranda, and training interns and