Tax Senior Manager - Private Client Services

Andersen Tax   •  

Hartford, CT

Industry: Legal & Accounting


5 - 7 years

Posted 37 days ago

Andersen Tax offers competitive salaries and a comprehensive benefits package including medical, dental, vision, retirement programs, flexible spending accounts, tuition reimbursement, professional accreditation assistance, and other employee incentives.


As a member of the Private Client Services practice, Senior Managers oversee, manage, and complete tax projects; provide innovative tax planning, consulting, and compliance for a variety of clients including entrepreneurs, executives, partnerships, closely-held businesses, estates, and trusts. Senior Managers are involved in the process of marketing, designing, and implementing tax-planning strategies for clients and manage to budget. Senior Managers maintain active communication with clients to ensure satisfaction, meet deadlines, and lead change effectively. Senior Managers conduct primary and secondary review of complex tax returns including federal and state filings. Senior Managers lead their teams in knowledge of software, processes, and workflows. Senior Managers participate in the professional development of Associates, Senior Associates and Managers, which involves supervising, training, mentoring, and evaluating performance.

Knowledge and Skill Requirements

  • Bachelor's and/or Master's degree required;
  • Accounting, Finance, Economics or related degree preferred;
  • Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD);
  • At least 6 years relevant work experience with an accounting firm, including at least 5 years of Private Client experience;
  • Leadership and organizational skills;
  • Excellent communication skills, both written and verbal;
  • Exceptional interpersonal skills and a natural facilitator;
  • Excellent problem solving and analytical skills; and
  • Proficient use of technology including MS Excel.