Senior Tax Manager, Private Client Services

Andersen; Southborough (MA); On-site; USD 153,000 - 249,000; Full time

Benefits offered by this job

Medical, dental, vision, and basiclife

401(k) plan enrollment

200 hours PTO + 12 holidays

Job summary

Andersen, a leading global professional services firm, seeks a Senior Manager in Private Client Services (PCS) to oversee multiple engagement teams serving wealthy families, family offices, and owner-operated entities.

Responsibilities include developing tax strategies, supervising staff, reviewing complex returns, and mentoring associates. The role offers substantial client exposure and ongoing training in wealth transfer techniques and charitable giving strategies.

Qualifications

• 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).

Responsibilities

• 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; 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.

Education

Bachelor’s or advanced degree – Accounting, Finance, Economics or related degree (Preferred)

Tools

CPA or JD credential

Job description

Andersen, a leading global professional services firm, seeks a Senior Manager in Private Client Services (PCS) to oversee multiple engagement teams serving wealthy families, family offices, and owner-operated entities.

Responsibilities include developing tax strategies, supervising staff, reviewing complex returns, and mentoring associates. The role offers substantial client exposure and ongoing training in wealth transfer techniques and charitable giving strategies.