Senior Tax Manager - Private Client Services

Andersen; Melville (NY); On-site; USD 145,000 - 248,200; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

200 hours paid time off annually

Twelve paid holidays each year

Job summary

Andersen in Melville, NY is seeking a Senior Manager to oversee multiple engagement teams for a variety of sophisticated clients including wealthy families and business entities. Key responsibilities include business development, client communication, and reviewing complex tax returns.

The ideal candidate has over 6 years of experience in accounting with a strong focus on Private Client services, along with a relevant advanced degree and CPA or JD credential. The role is competitive with a salary range of $145,000 to $248,200.

Qualifications

• 6+ years relevant work experience in an accounting firm, with at least 5 years of Private Client experience.
• Self-starter with initiative, able to work in a fast-paced, high-pressure environment.
• Ability to supervise, train, mentor Interns, Associates, and Senior Associates.

Responsibilities

• Oversee multiple engagement teams for a wide range of clients.
• Conduct primary and secondary review of complex tax returns.
• Maintain communication with clients to ensure satisfaction.

Skills

Business development activities

Client communication

Technical tax memoranda drafting

Mentorship

Proficient technology use

Education

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

CPA or JD credential

Job description

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 Role

Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.

Senior Managers Can Expect To

• Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.).
• Maintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectively.
• Conduct primary and secondary review of complex tax returns – including federal and state filings.
• Draft technical tax memoranda.
• Supervise train, mentor, and evaluate Intern, Associate and Senior Associates.
• 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

• 6+ years relevant work experience in an accounting firm, with at least 5 years of Private Client experience.
• Bachelor’s and/or advanced degree – Accounting, Finance, Economics or related degree (Preferred).
• Advanced credential allowing for client representation before the Internal Revenue Service required (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.
• Proficient use of technology.

Compensation And Benefits

Our firm offers a competitive base salary and comprehensive benefits package designed to support the well-being, growth, and long-term success of our people. We are committed to recognizing individual contributions and providing resources that enable our employees to thrive both personally and professionally.

Salary Range: For individuals hired to work in Long Island, the expected salary range for this role is $145,000 to $248,200. Actual compensation will be determined based on the candidate’s qualifications, experience, and skill set.

Benefits: Employees (and their families) are eligible for medical, dental, vision, and basic life insurance coverage. Employees may enroll in the firm’s 401(k) plan upon hire. We offer 200 hours of paid time off annually, along with twelve paid holidays each calendar year. For a full listing of benefit offerings, please visit https://www.andersen.com/careers.

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 is an equal opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities and to individuals with sincerely held religious beliefs, practices, or observances as required by law.