Senior Tax Associate – Private Client Services

Andersen

Dallas (TX)

On-site

USD 112,000 - 159,000

Full time

14 days+

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Job summary

Andersen seeks a Senior Tax Associate to join their Private Client Services team in Dallas. This role involves managing complex tax engagements for high-net-worth clients and leading a team to deliver exceptional advisory services. With ongoing training and development, you will gain insights into industry trends and client strategies, making a significant impact in a collaborative environment.

Qualifications

2+ years of relevant tax experience required.
Minimum GPA of 3.0 in the related field.
Desire to obtain CPA or JD credential.

Responsibilities

Review and prepare complex tax returns.
Engage in tax planning and consulting processes.
Supervise, train and mentor Associates and Interns.

Skills

Tax Planning

Consulting

Project Management

Proficiency in Technology

Education

Bachelor's degree in Accounting, Finance, or related field

Relevant advanced degree (MAcc, MST, JD)

Job description

Senior Tax Associate – Private Client Services

Direct message the job poster from Andersen

National Talent Acquisition - Experienced Hire Team at Andersen

Application Notice

We encourage you to apply thoughtfully by selecting one position that best matches your qualifications and interests. You may submit up to two active applications at a time. Please consider your location choice carefully—we recommend applying where you envision building your future.

The Firm

Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!

At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.

But that's not all; we're more than just a company; we're a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top.

We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success!

The Role

Senior Tax Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.

Senior Associates Can Expect To

Review and prepare complex tax returns;
Engage in the tax planning and consulting process;
Collaborate with engagement team to identify and research complex 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; and
Receive formal PCS and on the job training in daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell agreement planning, etc.

The Requirements

2+ years of relevant tax experience;
Bachelor’s and/or relevant advanced degree (MAcc, MST, JD);

Accounting, Finance, Economics or related (Preferred).
Minimum GPA: 3.0.

Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA or JD);
Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and
Proficient use of technology.

Applicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status).

Andersen Tax welcomes and encourages workforce diversity. We are an equal opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to race, color, national origin, ancestry, religion, sexual orientation (including gender identity and gender expression), mental disability, physical disability, sex/gender (including pregnancy, childbirth, and related medical conditions), age, marital status, military status, veteran status, genetic information, or any other characteristic protected by federal, state or local laws or regulations. All qualified individuals, including those with criminal histories, will be considered in a manner consistent with the requirements of applicable state and local laws. Additionally, we make every effort to provide reasonable accommodations to qualified individuals with disabilities.

ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS

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