Tax Manager

4 weeks ago

Greenwich, Connecticut, United States Andersen Full time

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.

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.

As a Manager in our Private Client Services (PCS) practice, you will oversee multiple engagement teams 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:

  • Engage in business development activities, including preparing proposals, presenting in webinars, and collaborating with other service lines to present a comprehensive tax strategy to prospective and current clients.
  • 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 Interns, Associates, and Senior Associates.
  • 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:

  • 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.
  • 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.
  • Proficient use of technology.

Andersen welcomes and encourages workforce diversity. We are an equal opportunity employer.

Applicants and employees are considered for positions and are evaluated without regard to race, color, national origin, ancestry, religion, sexual orientation (including gender identity and gender expression), mental disability, physical disability, sex/gender (including pregnancy, childbirth, and related medical conditions), age, marital status, military status, veteran status, genetic information, or any other characteristic protected by federal, state, or local laws or regulations.

All qualified individuals, including those with criminal histories, will be considered in a manner consistent with the requirements of applicable state and local laws.

Additionally, we make every effort to provide reasonable accommodations to qualified individuals with disabilities.

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