Private Client Tax Manager – Wealth & Estates

Andersen; Dallas (TX); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Medical/dental/vision insurance

401(k) plan

Paid time off 200 hours + 12 holidays

Job summary

Andersen, a leading tax and advisory firm in the United States, is seeking a Managers in Private Client Services to oversee multiple engagement teams for sophisticated clients, including wealthy families and family offices. The role emphasizes tax strategy, client stewardship, and leadership within a dynamic environment.

You will supervise staff, contribute to business development, and perform complex tax return reviews while maintaining high service standards and regulatory compliance.

Qualifications

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

Responsibilities

• Engage in business development activities (proposals, webinars, collaboration across service lines to present tax strategies).
• Maintain communication with clients to ensure satisfaction and deadlines; keep current on legislative changes; lead change effectively.
• Conduct primary and secondary review of complex tax returns – federal and state filings.
• Draft technical tax memoranda.
• Supervise, mentor, and evaluate interns and associates; receive PCS and on-the-job training.

Skills

4+ years experience

Self-starter

Proficient use of technology

Education

CPA or JD credential

Bachelor's or advanced degree in accounting/finance/economics

Job description

Andersen, a leading tax and advisory firm in the United States, is seeking a Managers in Private Client Services to oversee multiple engagement teams for sophisticated clients, including wealthy families and family offices. The role emphasizes tax strategy, client stewardship, and leadership within a dynamic environment.

You will supervise staff, contribute to business development, and perform complex tax return reviews while maintaining high service standards and regulatory compliance.