Senior Tax Manager - Private Client Services

Andersen Tax Llc

$145K — $248K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 6+ years of experience in an accounting firm, with 5 years in Private Client services.
  • Bachelor's or advanced degree in Accounting, Finance, Economics or related fields.
  • Advanced credential for IRS representation (CPA or JD required).
  • Self-starter with initiative and ability to adapt in a fast-paced environment.
  • Proficient in technology relevant to tax and client services.

Responsibilities

  • Lead multiple engagement teams for high-net-worth clients and entities.
  • Drive business development by preparing proposals and conducting webinars.
  • Maintain ongoing client communication to ensure satisfaction and compliance.
  • Review complex tax returns, including federal and state submissions.
  • Draft technical tax memoranda to support client strategies.
  • Mentor, supervise, and evaluate junior staff members.
  • Engage in ongoing training with top tax leaders on legislative and strategic trends.

Benefits

  • Comprehensive medical, dental, and vision insurance coverage for employees and families.
  • 401(k) plan available for enrollment upon hire.
  • 200 hours of paid time off annually, plus 12 paid holidays.
  • Focus on personal and professional growth with resources for employee development.
Full Job Description
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.

The Role

Senior 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 US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.

Senior 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 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

  • 6+ years relevant work experience in an accounting firm, with at least 5 years of Private Client experience.
  • Bachelor's and/or advanced degree - Accounting, Finance, Economics or related degree (Preferred).
  • Advanced credential allowing for client representation before the Internal Revenue Service required (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 Greenwich, the expected salary range for this role is $145,000 to $248,200. 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).

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