Senior Tax Strategist, Private Client Services

Andersen; Boston (MA); On-site; USD 82,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, vision, basic life

401(k) plan

160 hours PTO + 12 holidays

Job summary

Andersen Tax LLC in Massachusetts is seeking Senior Associate to support Private Client Services engagements for high-net-worth clients and complex estates. You will review tax returns, perform planning, and advise on wealth-transfer strategies, buy/sell agreements, and charitable giving with mentorship from leaders.

Role emphasizes collaboration, timely updates to clients, and leadership of junior staff in a fast-paced tax practice. Strong academic credentials and CPA/JD prospects preferred.

Qualifications

• 2+ years of relevant tax experience.
• Bachelor’s and/or relevant advanced degree (MAcc, MST, JD).
• Advanced credential or desire to obtain advanced credential (CPA or JD).
• Self-starter with initiative to seek opportunities in a fast-paced, high-pressure environment.
• Proficient use of technology.

Responsibilities

• Review and prepare complex tax returns.
• Engage in tax planning and consulting processes.
• Collaborate with engagement team to identify and research client issues and recommend solutions.
• Draft technical tax memoranda.
• Provide regular updates to clients.
• Assist in project management of compliance and consulting engagements.
• Supervise, train and mentor Associates and Interns.
• Receive PCS and on-the-job training from top tax leaders.

Skills

Tax experience 2+ years

Self-starter

Fast-paced environment

Technology proficiency

Education

Bachelor’s degree or higher (MAcc, MST, JD)

GPA 3.0 minimum

Job description

Andersen Tax LLC in Massachusetts is seeking Senior Associate to support Private Client Services engagements for high-net-worth clients and complex estates. You will review tax returns, perform planning, and advise on wealth-transfer strategies, buy/sell agreements, and charitable giving with mentorship from leaders.

Role emphasizes collaboration, timely updates to clients, and leadership of junior staff in a fast-paced tax practice. Strong academic credentials and CPA/JD prospects preferred.