Tax Manager - Private Client Services

Andersen; New York (NY); On-site; USD 115,000 - 197,000; Full time

Benefits offered by this job

Salary competitiveness

Job summary

Andersen in New York City is hiring for a role in Tax, Valuation, and Business Advisory with 4+ years of accounting firm experience, including private client work. Role includes client engagement, reviews of complex tax returns, mentoring junior staff, and ongoing tax strategy development.

The position offers strong development opportunities, mentorship from top tax leaders, and a comprehensive benefits package. Salary ranges from $115,000 to $197,100, commensurate with qualifications.

Qualifications

• 4+ years of 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 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.

Responsibilities

• 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 Intern, Associate and Senior Associates; and
• 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.

Skills

Self-starter

Proficient with technology

Client communication

Education

Bachelor’s or higher degree in Accounting/Finance/Economics

CPA or JD (IRS representation credential)

Job description

The Firm

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'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.

But that's not all; we're more than just a company; we're a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top.

We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success!

The Role

• 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 Intern, Associate and Senior Associates; and
• 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; Accounting, Finance, Economics or related degree (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; and
• Proficient use of technology.

Compensation And Benefits

Our firm offers a competitive base salary and comprehensive benefits package designed to support the well-being, growth, and long-term success of our people. We are committed to recognizing individual contributions and providing resources that enable our employees to thrive both personally and professionally.

Salary Range: For individuals hired to work in New York City, the expected salary range for this role is $115,000 to $197,100. Actual compensation will be determined based on the candidate’s qualifications, experience, and skill set.

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 200 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 for this position 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 and to individuals with sincerely held religious beliefs, practices, or observances as required by law.