Senior Tax Manager, Private Client & Wealth Strategy

Andersen

Melville (NY)

On-site

USD 145,000 - 248,200

Full time

14 days+

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Benefits offered by this job

Medical, dental, vision insurance
401(k) plan
200 hours paid time off annually
Twelve paid holidays each year

Job summary

Andersen in Melville, NY is seeking a Senior Manager to oversee multiple engagement teams for a variety of sophisticated clients including wealthy families and business entities. Key responsibilities include business development, client communication, and reviewing complex tax returns.

The ideal candidate has over 6 years of experience in accounting with a strong focus on Private Client services, along with a relevant advanced degree and CPA or JD credential. The role is competitive with a salary range of $145,000 to $248,200.

Qualifications

  • 6+ years relevant work experience in an accounting firm, with at least 5 years of Private Client experience.
  • Self-starter with initiative, able to work in a fast-paced, high-pressure environment.
  • Ability to supervise, train, mentor Interns, Associates, and Senior Associates.

Responsibilities

  • Oversee multiple engagement teams for a wide range of clients.
  • Conduct primary and secondary review of complex tax returns.
  • Maintain communication with clients to ensure satisfaction.

Skills

Business development activities
Client communication
Technical tax memoranda drafting
Mentorship
Proficient technology use

Education

Bachelor’s and/or advanced degree in Accounting, Finance, Economics or related degree
CPA or JD credential

Job description

Andersen in Melville, NY is seeking a Senior Manager to oversee multiple engagement teams for a variety of sophisticated clients including wealthy families and business entities. Key responsibilities include business development, client communication, and reviewing complex tax returns.

The ideal candidate has over 6 years of experience in accounting with a strong focus on Private Client services, along with a relevant advanced degree and CPA or JD credential. The role is competitive with a salary range of $145,000 to $248,200.

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