Senior Tax Strategist, Private Client Services

Andersen Tax LLC; Boston (MA); Sur place; USD 82 000 - 150 000; Plein temps

Avantages offerts par ce poste

Medical, dental, vision

Basic life insurance

401(k) plan

PTO 160 hours

12 paid holidays

Résumé du poste

Andersen Tax LLC is seeking Senior Associates for our Private Client Services practice to manage multiple engagements for sophisticated clients, including wealthiest families, family offices, and owner-operated entities. You will engage in planning and consulting, cooperate with teams, and draft tax memoranda.

The role emphasizes mentorship of Associates and Interns, ongoing training, and exposure to wealth transfer strategies, charitable giving, and buy/sell planning in a dynamic environment.

Qualifications

• 2+ years of relevant tax experience.
• Bachelor’s degree and/or advanced degree (MAcc, MST, JD); accounting/finance/economics preferred.
• Advanced credential (CPA or JD) desirable for IRS representation.
• Self-starter with ability to work in a fast-paced environment.
• Proficient with technology.

Responsabilités

• Review and prepare complex tax returns.
• Engage in the tax planning and consulting process.
• Collaborate with engagement team to identify and research client issues.
• Draft technical tax memoranda.
• Provide regular updates to clients.
• Assist in project management of engagements.
• Supervise, train and mentor Associates and Interns.

Connaissances

2+ years tax experience

Self-starter

Proficient with technology

Formation

Bachelor’s degree

Advanced degree (MAcc, MST, JD)

Outils

Accounting software

Description du poste

Andersen Tax LLC is seeking Senior Associates for our Private Client Services practice to manage multiple engagements for sophisticated clients, including wealthiest families, family offices, and owner-operated entities. You will engage in planning and consulting, cooperate with teams, and draft tax memoranda.

The role emphasizes mentorship of Associates and Interns, ongoing training, and exposure to wealth transfer strategies, charitable giving, and buy/sell planning in a dynamic environment.