Private Client Tax Manager — Wealth & Estates

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

12 holidays

Job summary

Andersen Tax LLC in New York City seeks a Manager in Private Client Services to supervise multiple engagement teams serving wealthy families, family offices, and business owners with sophisticated tax strategies.

You will lead business development, maintain client relationships, review federal and state returns, draft memoranda, mentor staff, and participate in ongoing training to stay ahead of legislative changes and wealth-transfer techniques.

Qualifications

• 4+ years in an accounting firm, with ≥3 years in Private Client work.
• Bachelor’s and/or advanced degree in Accounting, Finance, Economics or related field.
• Advanced credential for IRS representation (CPA or JD).
• Self-starter capable of thriving in a fast-paced environment.
• Proficient with technology.

Responsibilities

• Engage in business development activities (proposals, webinars, cross-line collaboration).
• Maintain communication with clients to ensure satisfaction and deadlines.
• Conduct primary and secondary review of complex federal and state tax returns.
• Draft technical tax memoranda.
• Supervise, train, mentor, and evaluate interns and associates.
• Receive PCS and on-the-job training on wealth transfer and related topics.

Skills

Private client experience

Financial analysis

CPA/JD credential

Fast-paced environment

Technology proficiency

Education

Accounting/Finance/Economics degree

CPA or JD credential

Job description

Andersen Tax LLC in New York City seeks a Manager in Private Client Services to supervise multiple engagement teams serving wealthy families, family offices, and business owners with sophisticated tax strategies.

You will lead business development, maintain client relationships, review federal and state returns, draft memoranda, mentor staff, and participate in ongoing training to stay ahead of legislative changes and wealth-transfer techniques.