Senior Manager - Private Client Services at Andersen

Houston, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

10 Aug, 26

Salary

0.0

Posted On

12 May, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Development, Tax Return Review, Technical Tax Writing, Mentoring, Client Relationship Management, Wealth Transfer Techniques, Charitable Giving Strategies, Buy/Sell Agreement Planning, Federal Tax Filing, State Tax Filing, Project Management, Technology Proficiency

Industry

Financial Services

Description

Application Notice We encourage you to apply thoughtfully by selecting one position that best matches your qualifications and interests. You may submit up to two active applications at a time. Please consider your location choice carefully—we recommend applying where you envision building your future. The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms. But that's not all; we're more than just a company; we're a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top. We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success! The Role Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Senior Managers can expect to: 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.); Maintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectively; Conduct primary and secondary review of complex tax returns – including federal and state filings; Draft technical tax memoranda; Supervise train, mentor, and evaluate Intern, Associate and Senior Associates; and 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 6+ years relevant work experience in an accounting firm, with at least 5 years of Private Client experience. Bachelor’s and/or advanced degree – Accounting, Finance, Economics or related degree (Preferred). Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and 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 200 hours of paid time off annually, along with twelve paid holidays each calendar year. For a full listing of benefit offerings, please visit https://www.andersen.com/careers. Applicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status). Andersen Tax is an equal opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities as required by law. ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS #LI-GF1

Responsibilities

Oversee engagement teams for high-net-worth clients, family offices, and trusts while managing complex federal and state tax filings. Lead business development activities and provide mentorship and training to junior staff members.