Andersen Corporation · 3 months ago
Tax Director - Private Client Services
Andersen is a professional services organization that specializes 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 provide innovative tax planning and consulting expertise to a diverse clientele.
Building MaterialHome DecorManufacturingWindowsWood Processing
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
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 160 hours of paid time off annually, along with twelve paid holidays each calendar year.
Company
Andersen Corporation
For more than 121 years, Andersen has designed, manufactured, and marketed premium windows and doors.
Funding
Current Stage
Late StageLeadership Team
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