Tax Senior Associate – Private Client Services

Min 2 yrs required

Full-time

No

Tax Senior Associate – Private Client Services: Salary, Job Title, and Experience Information

Salary Information:
- Competitive salary based on experience and qualifications
- Opportunity for bonuses and other incentives
- Comprehensive benefits package including health, dental, and vision insurance, 401(k) matching, and more

Job Title:
- Tax Senior Associate – Private Client Services

Experience Information:
- 2+ years of relevant tax experience
- Bachelor’s and/or relevant advanced degree (MAcc, MST, JD)
- Advanced credential or desire to obtain advanced credential (. CPA or JD)
- Self-starter with the initiative to seek out opportunities
- Ability to work successfully in a fast-paced, high-pressure environment

Job Description:

The Tax Senior Associate – Private Client Services role at Andersen Tax LLC offers a rewarding career path for exceptional, motivated, and entrepreneurial individuals. As a member of our team, you will have the opportunity to work on a variety of projects and make a difference from day one. With a favorable Managing Director to Associate ratio, you will receive hands-on mentoring from firm leaders who prioritize your growth and development.

This role involves managing and supporting a 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. As a Senior Associate, you can expect to review and prepare complex tax returns, engage in tax planning and consulting, collaborate with the engagement team to identify and research complex client issues, and draft technical tax memoranda. You will also have the opportunity to provide regular updates to clients, assist in project management, and supervise, train, and mentor Associates and Interns.

In this role, you will also receive formal PCS and on-the-job training from top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell agreement planning, and more. We are looking for candidates with 2+ years of relevant tax experience, a Bachelor’s and/or relevant advanced degree, and an advanced credential or desire to obtain one (. CPA or JD). The ideal candidate will also be a self-starter with the initiative to seek out opportunities and the ability to work successfully in a fast-paced, high-pressure environment. Proficiency in technology is also required.

At Andersen Tax, we value diversity and are committed to providing equal employment opportunities to all individuals regardless of race, color, national origin, ancestry, religion, sexual orientation, gender identity and expression, mental disability, physical disability, sex/gender, age, marital status, military status, veteran status, genetic information, or any other characteristic protected by federal, state, or local laws or regulations. We also make every effort to provide reasonable accommodations to qualified individuals with disabilities.

Join our team at Andersen Tax and become a part of a growing and exciting organization with substantial long-term career opportunities. Apply now to take the first step towards a rewarding career as a Tax Senior Associate – Private Client Services.

Not specified

Not specified

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Tax planning, Consulting, Project management, Compliance, Training, Mentoring, Technology proficiency

Bachelor's and/or advanced degree in Accounting, Finance, Economics or related field

Interested candidates should apply through the company's website.

Qualification and Experience Bachelor's and/or advanced degree in Accounting, Finance, Economics or related field

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