Tax Manager - Private Client Services Job at Andersen Tax in dallas
andersen taxDallas, TX
Tax Manager - Private Client Services Job at Andersen Tax in dallas
APPLY NOW (opens in a new tab)About the role
Overview:
As a Manager in Andersen’s Private Client Services, you lead engagement teams serving sophisticated clients, including wealthy families, family offices, and trusts. You drive tax strategy, ensure timely deliverables, and mentor junior staff while collaborating across service lines. You’ll engage in business development and stay current on legislative changes to protect and grow client wealth. This role offers mentorship, world-class education, and a chance to influence wealth planning on a global platform. Compensation / Benefits medical, dental, vision, and basic life insurance 401(k) plan available 200 hours of paid time off annually twelve paid holidays per year
Responsibilities:
Oversee multiple engagement teams for a range of high-net-worth clients Engage in business development activities, including proposals and webinars, and coordinate with other service lines on tax strategies Maintain client communication to ensure satisfaction, deadlines, and awareness of legislative changes; lead change management Conduct primary and secondary reviews of complex federal and state tax returns Draft technical tax memoranda Supervise, train, mentor, and evaluate Intern, Associate, and Senior Associates Receive PCS training and exposure to wealth transfer techniques, charitable giving strategies, and related planning areas
Key requirements:
4+ years of experience in an accounting firm with at least 3 years in Private Client Bachelor’s and/or advanced degree Accounting, Finance, Economics or related degree (Preferred) Advanced credential enabling IRS representation (CPA or JD) Self-starter with initiative; able to thrive in a fast-paced, high-pressure environment Proficient use of technology Client relationship management Leadership and mentoring abilities Strong communication and collaboration Proactive problem-solving and initiative Adaptability in a fast-paced environment Proficient use of technology
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JOB OVERVIEW
Experience level
Senior
Location
Dallas, TX
Occupation
Tax Preparers
Industry
Offices of Certified Public Accountants
Posted
today
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