Senior Private Client Tax Leader

Andersen; West Palm Beach (FL); On-site; USD 125,000 - 190,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

160 hours paid time off annually

Twelve paid holidays each year

Job summary

A leading tax services firm is seeking a Senior Tax Manager for their Private Client Services. This role involves overseeing engagement teams and interacting with some of the wealthiest families in the US. Responsibilities include conducting reviews of tax returns, engaging in business development, and providing mentorship to junior staff. The ideal candidate has over 6 years of relevant experience, a degree in Accounting or related fields, and advanced credentials such as CPA or JD.

Qualifications

• 6+ years relevant work experience in an accounting firm, especially in Private Client Services.
• Strong understanding of tax legislation and wealth transfer techniques.
• Experience in supervising and mentoring junior staff.

Responsibilities

• Oversee multiple engagement teams for sophisticated clients.
• Engage in business development activities and maintain client communication.
• Conduct reviews of complex tax returns and draft technical memoranda.

Skills

Self-starter

Proficient use of technology

Education

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

Advanced credential (CPA or JD)

Job description

A leading tax services firm is seeking a Senior Tax Manager for their Private Client Services. This role involves overseeing engagement teams and interacting with some of the wealthiest families in the US. Responsibilities include conducting reviews of tax returns, engaging in business development, and providing mentorship to junior staff. The ideal candidate has over 6 years of relevant experience, a degree in Accounting or related fields, and advanced credentials such as CPA or JD.