Tax Manager - Private Client Services

Andersen; McLean (VA); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan

160 hours of paid time off annually

Twelve paid holidays each calendar year

Paid time off

Paid holidays

Job summary

A leading tax advisory firm is seeking a Tax Manager in McLean, Virginia. The role involves overseeing multiple engagement teams, communicating with clients, and conducting reviews of complex tax returns. Candidates should have 4+ years in accounting with experience in Private Client services and hold a relevant degree. This position offers competitive compensation, benefits, and a focus on professional growth.

Qualifications

• 4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience.
• Self-starter initiative to seek out opportunities in a fast-paced environment.
• Advanced credential allowing for IRS client representation.
• Proficient use of technology.
• 4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience.

Responsibilities

• Oversee engagement teams for sophisticated clients.
• Conduct primary and secondary review of complex tax returns.
• Draft technical tax memoranda.
• Draft technical tax memoranda.
• Supervise, train, mentor, and evaluate interns and associates.
• Receive formal PCS and on-the-job training from top tax leaders.

Skills

Business development

Client communication

Tax return review

Mentoring

Proficient use of technology

Proficiency in technology

Education

Bachelor’s degree in Accounting, Finance, or Economics

Advanced credential for IRS client representation (CPA or JD)

Tools

Tax software

Job description

Tax Manager - Private Client Services at Andersen

Application Notice: 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. Please consider your location choice carefully—we recommend applying where you envision building your future.

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 will work with extraordinary clients spanning every industry, as we are free from independence-related constraints that hinder other firms. We foster a community that thrives on diversity, inclusivity, and collaboration, provide world‑class education, immersive experiences, and invaluable mentorship to help you grow into a leader, colleague, and trusted advisor. We invest in your potential and help build a legacy beyond your wildest dreams.

The Role

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 United States, Family Offices, Owner‑Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.

Managers Can Expect To

• 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 Interns, Associates, 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.

The Requirements

• 4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience.
• Bachelor’s and/or advanced degree in Accounting, Finance, Economics or a related field (Preferred).
• Advanced credential allowing for IRS client representation (i.e., CPA or JD).
• Self‑starter with the initiative to seek out opportunities and ability to work successfully in a fast‑paced, high‑pressure environment.
• Proficient use of technology.

Compensation And Benefits

Our firm offers a competitive base salary and a comprehensive benefits package designed to support your well‑being, growth, and long‑term success. We recognize individual contributions and provide resources that enable employees to thrive both personally and professionally.

Benefits

Employees (and their families) are eligible for medical, dental, vision, and basic life insurance coverage. Employees may enroll in the firm’s 401(k) plan upon hire. We offer 160 hours of paid time off annually, along with twelve paid holidays each calendar year. For a full listing of benefit offerings, please visit https://www.andersen.com/careers.

Applicants must be currently authorized to work in the United States on a full‑time basis upon hire. Andersen will not consider candidates who require sponsorship for employment visa status now or in the future (e.g., H‑1B status).

Andersen Tax is an equal‑opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants—including those with criminal histories—will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities as required by law.