Tax Manager, Private Client Services – Wealth Focus

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

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Paid time off and holidays

Job summary

Andersen Tax LLC in New York City seeks a Manager in Private Client Services to oversee multiple engagement teams serving wealthy families, family offices, owner-operated businesses, and trusts.

You will develop proposals, present tax strategies, mentor junior staff, and stay current on federal/state changes. The role offers a competitive salary, comprehensive benefits, and opportunities to grow as a trusted advisor.

Qualifications

• 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 related field.
• Advanced credential allowing for IRS client representation (CPA or JD).
• Self-starter with initiative to seek opportunities in a fast-paced, high-pressure environment.
• Proficient use of technology.

Responsibilities

• Engage in business development activities (proposals, webinars, cross-service line collaboration).
• Maintain communication with clients to ensure satisfaction and deadlines; stay current on legislative changes.
• Conduct primary and secondary review of complex tax returns – federal and state filings.
• Draft technical tax memoranda.
• Supervise, mentor, and evaluate Intern, Associate and Senior Associates.
• Receive formal PCS and on-the-job training in daily interactions with top tax leaders.

Education

Bachelor's or Advanced degree in Accounting/Finance/Economics

CPA or JD credential

Job description

Andersen Tax LLC in New York City seeks a Manager in Private Client Services to oversee multiple engagement teams serving wealthy families, family offices, owner-operated businesses, and trusts.

You will develop proposals, present tax strategies, mentor junior staff, and stay current on federal/state changes. The role offers a competitive salary, comprehensive benefits, and opportunities to grow as a trusted advisor.