Senior Tax Associate Private Client Services

1 day 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 unique opportunity to work with extraordinary clients across various industries. 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.

The Role:


Senior Associates in our Private Client Services practice 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.

Compensation and Benefits:
Our firm offers competitive base compensation, a 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 on employee qualifications.

Requirements:
• 2+ years of relevant tax experience;
• Bachelors 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;
• 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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