Overview In this Senior Manager role within Andersen's Private Client Services, you lead multiple engagement teams serving high-net-worth clients, family offices, and related entities. You'll drive tax strategy, oversee complex federal and state filings, and mentor junior staff while collaborating with cross-functional teams. The position blends client development, high-level tax work, and leadership in a fast-paced advisory environment. You will shape client outcomes through strategic planning on wealth transfer, charitable planning, and buy/sell arrangements. ResponsibilitiesLead and oversee multiple engagement teams on sophisticated client mattersEngage in business development activities: proposals, webinars, and cross-service line collaborationMaintain client communications to ensure satisfaction, deadlines, and awareness of legislative changesPerform primary and secondary reviews of complex federal and state tax returnsDraft technical tax memoranda for complex planning issuesSupervise, train, mentor, and evaluate Intern, Associate, and Senior Associate staffReceive formal PCS and on-the-job training on wealth transfer techniques, charitable giving strategies, and buy/sell planning Key requirements6+ years of accounting firm experience with at least 5 years in Private ClientBachelor's and/or advanced degree in Accounting, Finance, Economics or related fieldAdvanced credential allowing client representation before the IRS (CPA or JD)Self-starter with ability to work in a fast-paced, high-pressure environmentProficient use of technologyAuthorized to work in the United States on a full-time basis; sponsorship not provided now or in the futurestrong communication with clientsleadership and mentoring abilitiesinitiative and self-motivationtax compliance and review of complex returnsdrafting technical tax memorandatax planning for wealth transfer and charitable giving
Not specified in the original listing.
Not specified in the original listing.
