Tax Director - Private Client Services jobs in United States
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Andersen · 11 hours ago

Tax Director - Private Client Services

Andersen is a leading firm in Tax, Valuation, and Business Advisory. As a Tax Director in the Private Client Services practice, you will oversee client service teams, manage complex tax returns, and engage in business development activities while mentoring junior staff.

Financial Services
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Growth Opportunities
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Responsibilities

Conduct secondary review of and have ultimate responsibility for complex income tax returns, including federal and multi-state filings
Maintain active communication with clients to manage expectations, ensure excellent client service, ensure deadlines are met, and lead change efforts effectively
Responsible for managing, developing, training, and mentoring Associates, Senior Associates, and Managers, and assessing performance for engagement reviews
Participate in and help lead local office and firm-wide initiatives
Plan, execute, direct, and complete tax projects; provide innovative tax planning, consulting, and compliance expertise to clients; design and implement tax-planning strategies for clients and manage to budget
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
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.) collaboratively and independently

Qualification

Private Client experienceCPAJDEAComplex tax knowledgeProject managementTechnology proficiencyLeadership skillsCommunication skillsProblem solving

Required

At least 8 years relevant work experience with an accounting firm, including at least 6 years of Private Client experience
Bachelor's and/or Master's degree - Accounting, Finance, Economics or related degree (Preferred)
Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA, JD, or EA)
Demonstrated project management experience with strong organization skills and multi-tasking abilities
Strong technical knowledge of complex Private Client related tax issues
Proven leadership and strong interpersonal skills
Excellent communication skills, both written and verbal
Proven high integrity and care to do the right thing
Excellent problem solving and analytical skills
Proficient use of technology

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.

Company

Andersen

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Andersen is the founding member of Andersen Global, an international association of legally separate, independent member firms with more than 50,000 professionals worldwide, over 3,000 global partners, and a presence in over 1,000 locations in more than 180 countries worldwide.

Funding

Current Stage
Late Stage

Leadership Team

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Mark Vorsatz
Global Chairman and CEO
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Steven Guidice
Managing Director, Chief Financial Officer
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