Senior Tax Advisor, Private Client Wealth

Andersen Tax LLC; Southborough (MA); On-site; USD 82,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan

Paid time off

Holidays

Job summary

Andersen Tax LLC in Massachusetts is seeking Senior Associates for our Private Client Services practice to lead and support multiple engagements for sophisticated clients, including wealth planning, trusts, and family offices. You will review complex returns, plan strategically, and mentor associates and interns while delivering high-quality tax advisory services.

Join a firm that emphasizes mentorship, world-class education, and client service excellence in a fast-paced environment with

Qualifications

• 2+ years of relevant tax experience.
• Bachelor's or advanced degree (MAcc, MST, JD)
• CPA or JD candidacy desirable.

Responsibilities

• Review and prepare complex tax returns.
• Engage in tax planning and consulting processes.
• Collaborate with engagement team to identify and research client issues and recommend solutions.
• Draft technical tax memoranda.
• Provide regular updates to clients.
• Assist in project management of compliance and consulting engagements.
• Supervise, train and mentor Associates and Interns.
• Receive PCS and on the job training from top tax leaders.

Skills

Tax experience

Strong communication

Self-starter

Education

Bachelor's degree

Advanced degree (MAcc/MST/JD)

Tools

Tax software proficiency

Job description

Andersen Tax LLC in Massachusetts is seeking Senior Associates for our Private Client Services practice to lead and support multiple engagements for sophisticated clients, including wealth planning, trusts, and family offices. You will review complex returns, plan strategically, and mentor associates and interns while delivering high-quality tax advisory services.

Join a firm that emphasizes mentorship, world-class education, and client service excellence in a fast-paced environment with