Senior Tax Associate – Private Client Services

Min 2 yrs required

Full-time

No

The salary range for this position is $60,000 - $90,000.

Senior Tax Associate – Private Client Services:

- Job title: Senior Tax Associate – Private Client Services
- Experience: 2+ years of relevant tax experience
- Salary range: $60,000 - $90,000
- Location: West Palm Beach, FL
- Department: Private Client Services

The Role:

- Review and prepare complex tax returns
- Engage in the tax planning and consulting process
- Collaborate with engagement team to identify and research complex client issues and recommend solutions
- Draft technical tax memoranda
- Provide regular updates to clients
- Assist in project management of compliance and consulting engagements
- Supervise, train and mentor Associates and Interns
- 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.

The Requirements:

- 2+ years of relevant tax experience
- Bachelor’s and/or relevant advanced degree (MAcc, MST, JD)
- Advanced credential or desire to obtain advanced credential allowing for IRS client representation (. CPA or JD)
- Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment
- Proficient use of technology

Responsibilities:

- Review and prepare complex tax returns
- Engage in the tax planning and consulting process
- Collaborate with engagement team to identify and research complex client issues and recommend solutions
- Draft technical tax memoranda
- Provide regular updates to clients
- Assist in project management of compliance and consulting engagements
- Supervise, train and mentor Associates and Interns

Qualifications:

- 2+ years of relevant tax experience
- Bachelor’s and/or relevant advanced degree (MAcc, MST, JD)
- Advanced credential or desire to obtain advanced credential allowing for IRS client representation (. CPA or JD)
- Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment
- Proficient use of technology

Andersen Tax LLC is currently seeking a Senior Tax Associate for our Private Client Services practice in West Palm Beach, FL. This position offers a salary range of $60,000 - $90,000 and requires a minimum of 2 years of relevant tax experience.

As a Senior Tax Associate, you will have the opportunity to work with 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. You will be responsible for reviewing and preparing complex tax returns, engaging in the tax planning and consulting process, and collaborating with the engagement team to identify and research complex client issues and recommend solutions. Additionally, you will have the opportunity to supervise, train, and mentor Associates and Interns, as well as receive formal PCS and on the job training from top tax leaders.

To be considered for this position, you must have a Bachelor’s and/or relevant advanced degree (MAcc, MST, JD), 2+ years of relevant tax experience, and an advanced credential or desire to obtain one allowing for IRS client representation (. CPA or JD). We are looking for a self-starter who is able to work successfully in a fast-paced, high-pressure environment and is proficient in the use of technology.

At Andersen Tax LLC, we value diversity and are an equal opportunity employer. All qualified individuals, including those with criminal histories, will be considered for employment without regard to race, color, national origin, ancestry, religion, sexual orientation (including gender identity and gender expression), mental disability, physical disability, sex/gender (including pregnancy, childbirth, and related medical conditions), 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 LLC and become a part of our growing and exciting organization. Take advantage of substantial long-term career opportunities and the tools necessary to become an emerging leader. Apply now and make a difference with us.

Not specified

Not specified

English

Tax preparation, Tax planning, Tax research, Project management, Training and mentoring, Technology proficiency

Bachelor's and/or advanced degree in relevant field.

Interested candidates should submit their resume and cover letter 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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