Senior Tax Manager - Private Client Services

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

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan

Paid time off starting at 160 hours annually

Twelve paid holidays

Discretionary employee bonus program

Job summary

A global professional services firm in New York is seeking a Senior Manager in Private Client Services. The role involves overseeing engagement teams for affluent clients, including family offices and trusts, with responsibilities in business development, client communication, and tax return review. Candidates should have over 6 years of relevant experience and strong technical skills. Competitive salary and benefits are offered.

Qualifications

• 6+ years relevant work experience in an accounting firm including at least 5 years of Private Client experience.
• Advanced credential allowing for client representation before the IRS (e.g., CPA or JD).
• Proficient use of technology required.

Responsibilities

• Engage in business development activities and maintain communication with clients.
• Conduct primary and secondary review of complex tax returns.
• Supervise, train, and mentor interns and associates.

Skills

Business development

Client communication

Tax return review

Mentoring

Technical drafting

Utilization of technology

Education

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

Advanced credential for client representation before IRS

Job description

Overview

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. 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 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. We\'re a community that thrives on diversity, inclusivity, and collaboration, with a focus on your development to help 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.

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.


• 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.

Compensation And Benefits

Our firm offers competitive base compensation, benefits package, and a discretionary employee bonus program for eligible employees based on individual and firm performance metrics. For individuals hired to work in New York City, the expected salary range for this role is $145,000 to $248,200; actual offers vary based on qualifications.

Benefits: Medical, dental, vision, and basic life insurance. 401(k) plan. Paid time off starting at 160 hours annually and twelve paid holidays. For full benefit listings, visit the Andersen careers FAQ.

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 in Accounting, Finance, Economics or related field (Preferred).


• Advanced credential allowing for client representation before the IRS (e.g., CPA or JD).


• Self-starter with initiative to seek opportunities in a fast-paced environment.


• Proficient use of technology.

Applicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates requiring sponsorship now or in the future.

EEO statement: Andersen Tax welcomes and encourages workforce diversity. We are an equal opportunity employer. Applicants and employees are considered for positions without regard to race, color, national origin, religion, sexual orientation, gender identity, disability, age, marital status, veteran status, or genetic information. Reasonable accommodations are provided as needed.