Senior Tax Manager - Private Client Services

Andersen; Greenwich (CT); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan

Paid time off (160 hours annually)

Twelve paid holidays

Job summary

A prominent tax and advisory firm is seeking a Senior Tax Manager for its Private Client Services (PCS) practice in Greenwich, CT. This hybrid role involves overseeing teams, engaging in business development, and managing client communications with wealthy families and organizations. Candidates should have a minimum of 6 years' experience, a relevant degree, and an advanced credential like CPA or JD. A commitment to diversity and professional growth is at the firm's core, offering competitive compensation and comprehensive benefits.

Qualifications

• 6+ years of relevant work experience in an accounting firm, specifically in Private Client services.
• Must have advanced credential for IRS representation (e.g., CPA or JD).
• Strong self-starter with the ability to function in a fast-paced environment.

Responsibilities

• Engage in business development and client relationship management.
• Conduct reviews of complex tax returns and drafts technical memoranda.
• Supervise and mentor junior associates.

Skills

Business development

Client communication

Tax return preparation

Technical writing

Leadership and mentoring

Adaptability

Proficient use of technology

Education

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

Tools

Tax software

Job description

Senior Tax Manager – Private Client Services (Hybrid)

Join to apply for the Senior Tax Manager – Private Client Services (Hybrid) 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 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 are a trailblazing force with the most extensive global presence among professional services organizations. You’ll work with extraordinary clients spanning every industry, and we are free from independence‑related constraints that may hinder other firms.

We thrive on diversity, inclusivity, and collaboration. Our focus is on your development, helping you flourish as a leader, colleague, and trusted advisor. We equip you with world‑class education, immersive experiences, and invaluable mentorship to support your rise to the top.

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
• 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.

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 field (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 & 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).

Equal Opportunity & EEO Statement

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.