Private Client Tax Manager — Wealth and Estate Advisory

Andersen; West Palm Beach (FL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, vision, and basic life insurance

401(k) plan enrollment

160 hours of paid time off annually

Twelve paid holidays each calendar year

Job summary

A leading tax advisory firm in West Palm Beach is seeking a Manager for their Private Client Services. The role involves overseeing multiple engagement teams and managing sophisticated clients, including high-net-worth families. Candidates should have over 4 years of relevant experience with a focus on tax services, strong qualifications with at least a bachelor’s degree, and the initiative to work in a dynamic environment. Competitive salary and comprehensive benefits are offered.

Qualifications

• 4+ years relevant work experience in an accounting firm, with at least 3 years in Private Client services.
• Experience in business development and maintaining client relationships.
• Ability to work in a fast-paced, high-pressure environment.

Responsibilities

• Oversee multiple engagement teams for sophisticated clients.
• Conduct primary and secondary review of complex tax returns.
• Engage in business development activities.
• Draft technical tax memoranda.

Skills

Self-starter

Initiative to seek out opportunities

Proficient use of technology

Education

Bachelor’s or advanced degree in Accounting, Finance, Economics or related field

Advanced credential (CPA or JD)

Job description

A leading tax advisory firm in West Palm Beach is seeking a Manager for their Private Client Services. The role involves overseeing multiple engagement teams and managing sophisticated clients, including high-net-worth families. Candidates should have over 4 years of relevant experience with a focus on tax services, strong qualifications with at least a bachelor’s degree, and the initiative to work in a dynamic environment. Competitive salary and comprehensive benefits are offered.