Senior Tax Manager, Private Client Advisory

Andersen; Greenwich (CT); Hybrid; USD 145,000 - 248,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401(k) Plan

Paid Time Off 200 hours/year

12 paid holidays

Job summary

Andersen is seeking a Senior Manager in its Private Client Services practice to oversee multiple engagement teams serving wealthy families, family offices, and related entities. You will lead client communications, ensure deadlines, and review complex federal and state tax returns, while drafting memoranda and training junior staff.

Candidates should have 6+ years in accounting with Private Client experience, a CPA or JD, and strong technological proficiency to support a fast-paced advisory

Qualifications

• 6+ years of accounting firm experience with Private Client work.
• Strong business development and client-satisfaction focus.
• Ability to mentor and supervise junior staff.

Responsibilities

• Oversee multiple engagement teams for sophisticated clients in PCS.
• Maintain client communications to ensure satisfaction and deadlines.
• Review complex tax returns (federal/state) and draft memoranda.
• Draft technical tax memoranda for complex matters.
• Supervise and train Intern, Associate, and Senior Associates.
• Receive PCS-specific training to stay current on wealth-transfer strategies.

Skills

Private Client experience

Business development

Mentoring

Tax knowledge

Education

Accounting/Finance/Economics degree

Job description

Andersen is seeking a Senior Manager in its Private Client Services practice to oversee multiple engagement teams serving wealthy families, family offices, and related entities. You will lead client communications, ensure deadlines, and review complex federal and state tax returns, while drafting memoranda and training junior staff.

Candidates should have 6+ years in accounting with Private Client experience, a CPA or JD, and strong technological proficiency to support a fast-paced advisory