Senior Tax Manager - Private Client & Wealth Advisory

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

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.