Senior Tax Manager - Private Client Services

Andersen

West Palm Beach (FL)

On-site

USD 125,000 - 190,000

Full time

14 days+

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Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

160 hours paid time off annually

Twelve paid holidays each year

Job summary

A leading tax services firm is seeking a Senior Tax Manager for their Private Client Services. This role involves overseeing engagement teams and interacting with some of the wealthiest families in the US. Responsibilities include conducting reviews of tax returns, engaging in business development, and providing mentorship to junior staff. The ideal candidate has over 6 years of relevant experience, a degree in Accounting or related fields, and advanced credentials such as CPA or JD.

Qualifications

6+ years relevant work experience in an accounting firm, especially in Private Client Services.
Strong understanding of tax legislation and wealth transfer techniques.
Experience in supervising and mentoring junior staff.
Self-starter with the initiative to seek opportunities and ability to work in a fast-paced environment.
Proficient use of technology.

Responsibilities

Oversee multiple engagement teams for sophisticated clients.
Engage in business development activities and maintain client communication.
Conduct reviews of complex tax returns and draft technical memoranda.
Draft technical tax memoranda.
Supervise, train, mentor, and evaluate Interns, Associates and Senior Associates.
Receive formal PCS and on-the-job training in daily interactions with top tax leaders.

Skills

Self-starter

Proficient use of technology

Education

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

Advanced credential (CPA or JD)

Job description

Senior Tax Manager - Private Client Services

Join to apply for the Senior Tax Manager - Private Client Services role 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 envisage 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 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 Interns, Associates 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.

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.

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 160 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 as required by law.

Seniority Level