Senior Tax Associate Private Client Services

4 days ago


Old Greenwich, Connecticut, United States Andersen Full time
About Andersen

At Andersen, we're a trailblazing force in the world of Tax, Valuation, and Business Advisory. With the most extensive global presence among professional services organizations, we offer a thrilling expedition into the world of tax, valuation, and business expertise. Our focus is on your development, helping you flourish as leaders, colleagues, and trusted advisors.

The Role

We're seeking a Senior Associate in our Private Client Services practice to manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the wealthiest families in the US, family offices, owner-operated business entities, alternative investment fund principals, trusts, and estates.

Key Responsibilities
  • Review and prepare complex tax returns
  • Engage in the tax planning and consulting process
  • Collaborate with the engagement team to identify and research complex client issues and recommend solutions
  • Draft technical tax memoranda
  • Provide regular updates to clients
  • Assist in project management of compliance and consulting engagements
  • Supervise, train, and mentor associates and interns
  • 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.
Requirements
  • 2+ years of relevant tax experience
  • Bachelor's and/or relevant advanced degree (MAcc, MST, JD)
  • Accounting, finance, economics, or related (preferred)
  • Minimum GPA: 3.0
  • Advanced credential or desire to obtain 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
What We Offer

We offer competitive base compensation, benefits package, and a discretionary employee bonus program for eligible employees based on individual and firm performance metrics per the defined program guidelines. For individuals hired to work in Greenwich, the expected salary range for this role is $90,000 to $155,400; the actual salary offer can vary based upon employee qualifications.

We provide a comprehensive benefits package, including medical, dental, vision, and basic life insurance, as well as the opportunity to enroll in our firm's 401(k) plan upon hire. We also offer paid time off, beginning at 160 hours annually, and 12 paid holidays throughout the calendar year.

In addition to competitive base compensation, our firm offers annual discretionary bonuses based on firm and individual performance, a discretionary long-term cash incentive program, and other forms of discretionary compensation that would be offered to the hired applicant in addition to their established salary range scale.


  • Senior Tax Associate

    4 weeks ago


    Greenwich, Connecticut, United States Andersen Full time

    {"The OpportunityAt Andersen, we're seeking a highly skilled Senior Tax Associate to join our Private Client Services practice. This role offers a unique blend of challenge and opportunity, with a focus on managing and supporting teams on complex engagements for high-net-worth individuals and families, family offices, and owner-operated businesses.**Key...

  • Tax Expert Associate

    2 weeks ago


    Old Greenwich, Connecticut, United States Andersen Full time

    About AndersenAt Andersen, we're a trailblazing force in the world of Tax, Valuation, and Business Advisory. With the most extensive global presence among professional services organizations, we offer a thrilling expedition into the world of tax, valuation, and business expertise.The RoleAs an Experienced Associate in Private Client Services (PCS), you'll...

  • Tax Expert Associate

    2 weeks ago


    Old Greenwich, Connecticut, United States Andersen Full time

    The Firm:Unlock the full potential of your career with Andersen, a global leader in Tax, Valuation, and Business Advisory services. Our firm is built on a foundation of excellence, innovation, and a passion for delivering exceptional results. With a presence in every major market, we offer a unique opportunity to work with clients from diverse industries and...

  • Tax Expert Associate

    18 hours ago


    Old Greenwich, Connecticut, United States Andersen Full time

    The Firm:At Andersen, we're a trailblazing force in the world of Tax, Valuation, and Business Advisory. With the most extensive global presence among professional services organizations, we offer a thrilling expedition into the world of Tax, Valuation, and Business Expertise.We're more than just a company; we're a community that thrives on diversity,...

  • Tax Senior Manager

    4 weeks ago


    Greenwich, Connecticut, United States Marcum LLP Full time

    Senior Tax Manager Opportunity at Marcum LLPMarcum LLP is a leading national accounting and advisory services firm seeking an experienced Senior Tax Manager to join our growing team in our Greenwich office.This is a unique opportunity to work with a highly respected firm and contribute to the success of our clients. As a Senior Tax Manager, you will be...

  • Tax Senior Manager

    4 weeks ago


    Greenwich, Connecticut, United States Marcum LLP Full time

    Senior Tax Manager Opportunity at Marcum LLPMarcum LLP is a leading national accounting and advisory services firm seeking an experienced Senior Tax Manager to join our growing team in our Greenwich office.This is a unique opportunity to work with a highly respected firm and contribute to the success of our clients. As a Senior Tax Manager, you will be...


  • Greenwich, Connecticut, United States Marcum LLP Full time

    Job Title: Tax SeniorMarcum LLP is a leading national accounting and advisory services firm seeking experienced Tax Seniors to join our growing and well-established team in our Greenwich, CT office.Job SummaryWe are looking for high-energy, experienced tax professionals with strong interpersonal and supervisory skills to provide innovative tax planning,...

  • Tax Senior Manager

    3 weeks ago


    Greenwich, Connecticut, United States Marcum LLP Full time

    Senior Tax Manager Job DescriptionMarcum LLP is a leading national accounting and advisory services firm seeking an experienced Senior Tax Manager to join our growing and well-established Greenwich office.ResponsibilitiesSupervise and drive the success of multiple tax engagements, ensuring high-quality results and client satisfaction.Manage staff utilization...

  • Client Advisor

    3 weeks ago


    Greenwich, Connecticut, United States Phaxis Full time

    Job Summary:Phaxis, a leading Asset Management firm, is seeking an experienced Client Advisor to join our team. As a Client Advisor, you will be responsible for developing and maintaining client relationships through proactive communication and the coordinated delivery of services to individuals, families, trusts, and foundations.The ideal candidate will act...


  • Greenwich, Connecticut, United States Tandym Group Full time

    Closed-end Funds Tax Senior RoleA financial services firm in Connecticut is seeking a diligent professional to join their staff as their new Closed-end Funds Tax Senior. In this role, the Closed-end Funds Tax Senior will be responsible for investment partnerships and SPVs' tax compliance work.Key ResponsibilitiesPrepare quarterly income tax projections for...


  • Greenwich, Connecticut, United States Tandym Group Full time

    Closed-end Funds Tax SeniorA financial services firm in Connecticut is seeking a self-motivated and diligent professional to join their staff as their new Closed-end Funds Tax Senior. In this role, the Closed-end Funds Tax Senior will be responsible for investment partnerships and SPVs' tax compliance work.ResponsibilitiesPrepare quarterly income tax...

  • Tax Professional

    4 weeks ago


    Greenwich, Connecticut, United States Marcum LLP Full time

    Job SummaryMarcum LLP is seeking a highly skilled Tax Senior to join our team in our Greenwich, CT office. As a Tax Senior, you will play a key role in providing innovative tax planning, consulting, and compliance services to our clients.Key ResponsibilitiesInteract closely with clients to provide timely and effective tax planning, consulting, and compliance...

  • Client Advisor

    4 days ago


    Greenwich, Connecticut, United States Phaxis Full time

    Job Summary:Our company, Phaxis, is seeking an experienced Client Advisor to join our team. As a Client Advisor, you will be responsible for developing and maintaining client relationships through proactive communication and the coordinated delivery of services to individuals, families, trusts, and foundations.Responsibilities:Client Service:Communicate with...

  • Tax Senior

    4 weeks ago


    Greenwich, Connecticut, United States Tandym Group Full time

    Senior Tax Professional - Closed-end FundsA leading financial services firm in Connecticut is seeking a highly skilled and detail-oriented Senior Tax Professional to join their team as a Closed-end Funds Tax Senior. In this role, you will be responsible for ensuring the tax compliance of investment partnerships and SPVs.Key Responsibilities:Prepare quarterly...


  • Greenwich, Connecticut, United States SLT LLC Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Client Service Team Member to join our team at SLT LLC. As a key member of our studio team, you will be responsible for delivering exceptional client service and ensuring a seamless experience for our clients.Key ResponsibilitiesClient Engagement: Greet and engage clients in a positive and...


  • Greenwich, Connecticut, United States Phaxis Full time

    Job Summary:Phaxis, a leading Asset Management firm, is seeking an experienced Client Advisor to join our team. As a Client Advisor, you will be responsible for developing and maintaining client relationships through proactive communication and the coordinated delivery of services to individuals, families, trusts, and foundations.Key Responsibilities:Client...

  • Tax Professional

    3 weeks ago


    Greenwich, Connecticut, United States Marcum LLP Full time

    Job SummaryMarcum LLP is seeking a highly skilled Tax Senior to join our team in our Greenwich, CT office. As a Tax Senior, you will play a key role in providing innovative tax planning, consulting, and compliance services to our clients.Key ResponsibilitiesInteract closely with clients to provide timely and effective tax planning, consulting, and compliance...


  • Old Greenwich, Connecticut, United States Tandym Group Full time

    Tax Manager for Mortgage REIT ComplianceA leading professional services firm in Connecticut is seeking an experienced Tax Manager to join their team. The ideal candidate will have a strong background in tax compliance for Mortgage REITs and a proven track record of success in a similar role.Key Responsibilities:Prepare and monitor income tax provisions and...

  • Tax Director

    1 week ago


    Greenwich, Connecticut, United States Marcum LLP Full time

    Join Our Tax TeamMarcum LLP is a leading public accounting and advisory services firm seeking an experienced Tax Director to join our team in our Greenwich, CT office.This is a high-energy, leadership role that requires a strong professional with excellent interpersonal and supervisory skills. Our growing practice provides tremendous career opportunities in...

  • Tax Director

    3 days ago


    Greenwich, Connecticut, United States Marcum Search Full time

    Job Title: Tax DirectorMarcum LLP is seeking an experienced Tax Director to join our growing and well-established national firm in our Greenwich, CT office.Job SummaryWe are looking for a highly skilled and experienced Tax Director to lead our taxation team and drive the success of multiple engagements in all facets of taxation. The ideal candidate will have...