Tax Manager - Private Client Services
Andersen
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 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 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. 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 4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience; Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for IRS client representation (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; Proficient use of technology. Compensation And Benefits Our firm offers a competitive base salary and comprehensive benefits package designed to support the well‑being, growth, and long‑term success of our people. We are committed to recognizing individual contributions and providing resources that enable our employees to thrive both personally and professionally. 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 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
#J-18808-Ljbffr Andersen- ...80‑year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That’s why we... ...of our industry. Job Description: As a Private Client Service Tax Manager involved in both compliance and consulting...Private clientWork at officeLocal areaRemote work
- ...Unlock the Boundless Horizons of Tax, Valuation, and Business... ...presence among professional services organizations. You'll embark... ...working with extraordinary clients spanning every industry, regardless... ...success! The Role Managers in our Private Client Services (PCS)...Private clientWork experience placementInternshipPrivate practiceLocal area
- A global professional services firm in Houston is seeking a Tax Manager for its International Tax and Transaction Services team. The role involves managing complex tax issues for private companies and high-net-worth individuals. The ideal candidate will have at least 5...Private clientFlexible hours
$85k - $201k
...history, delivering excellent service through innovation has... ...DNA across our audit, tax, and consulting groups.... ...and review of client tax projections and calculations, management of client tax relationships... ...services to public and private entities while also helping...Private clientRemote jobWork at officeLocal areaWorldwide$200k - $300k
...Tax Director - Private Client Services Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals... ...in Accounting or related field Proven ability to manage, mentor, and develop staff Strong relationship management...Private clientImmediate startFlexible hours- PKF Texas, a Houston-based CPA firm, is seeking a high-performing Private Client Services Tax Manager/Senior Manager. Responsibilities include overseeing tax compliance for high net-worth clients, managing client engagements, and developing tailored tax planning strategies...Private clientFlexible hours
- ...timely assistance to ensure accuracy and client satisfaction and will be responsible... ...to-day operation of Hotaling Insurance Services’ Private Client Division clients. MAJOR RESPONSIBILITIES... ...to client questions in a timely manner Manages client accounts receivables to ensure...Private clientPrivate practice
- Private Client Services Tax Manager/Senior Manager Full-time Pannell Kerr Forster of Texas, P.C. (PKF Texas) is a Houston‑based CPA firm of forward‑thinking entrepreneurs and business advisors with Big 4 backgrounds who creatively integrate traditional values, practical...Private clientFull timeWork at officeLocal area
$95.5k - $195.4k
...history, delivering excellent service through innovation has been a... ...of our DNA across our audit, tax, and consulting groups. That'... .... Job Description: As a Private Client Service Tax Managerinvolved in... ...implementing special projects. The Tax Manager is responsible for the...Private clientWork at officeLocal areaWorldwide- ...Private Client Services – Director / Partner A nationally recognized accounting firm is actively seeking... .../ Partner will oversee complex tax engagements, provide strategic tax planning... ...Key Responsibilities Oversee and manage all aspects of multiple client engagements...Private clientPrivate practiceLocal area
- ...Wealth in Houston, Texas is seeking a Part-Time Tax Manager with 5-7 years of experience in public accounting to manage client relationships and provide comprehensive tax... ...commitment to high standards and responsive client service. #J-18808-Ljbffr Willis Johnson WealthPart time
- Jobot is seeking a Tax Manager in Houston, Texas, to manage federal and state tax compliance for various clients. The successful candidate will oversee tax planning and advisory services, ensuring high-quality standards and fostering long-term client relationships. Ideal...Private client
- Jobot is seeking a Tax Manager located in Houston, Texas, to manage and review federal and state tax compliance. This role requires overseeing tax planning and working closely with privately held clients to build trusted relationships. The successful candidate will also...Private client
- Withum’s Tax Services Group is made up of a brilliant team of tax specialists that work to... ...Tax Credit, as well as International and Private Client services. This Tax Supervisor role... ...outstanding client relationships Ability to manage multiple engagements and competing...Private clientWork at officeLocal area
- ...Sorren Tax Leadership Position Our Firm Sorren is a top 50 national advisory... ...accounting, assurance, tax, advisory, and private client services. At Sorren, we believe that success... ..., and build strong relationships. By managing responsibilities effectively and...Private clientFull timeLocal area
$125k - $165k
Willis Johnson Wealth in Houston is seeking a passionate Tax Manager with a CPA license and 5-7 years of public accounting experience. The role emphasizes strong client relationships and tax planning for a diverse clientele, including international asset reporting. You...- A global professional services firm seeking a Tax Manager to coordinate client engagements and manage a diverse team. You'll provide tailored federal tax advice, maintain knowledge of ongoing taxation trends, supervise junior staff, and enhance client relations. The role...Flexible hours
- The Hotaling Group Inc. is seeking an experienced client service representative for its Private Client Division in Houston, Texas. The role demands a high level of organizational skills and client management, providing timely support and ensuring client satisfaction. Prospective...Private client
- ...Job Description ABGi is hiring on behalf of one of our clients -- a full-service tax, accounting, and business consulting firm headquartered in... ...focused approach. Summary This individual will lead and manage multiple tax engagements to deliver quality tax services...Local area
- A leading advisory firm is seeking a Manager - Sales/Use Tax in Houston, Texas. Responsibilities include identifying tax savings opportunities, managing day-to-day operations, and mentoring staff. The ideal candidate will have a Bachelor's degree in Accounting/Finance,...
- TwinThread seeks a Head of U.S. Private Bank Client Service to lead Client Service teams across Delaware, Chicago, Houston, and Scottsdale. You will manage a team of around 500 professionals aimed at delivering high-touch experiences for high-net-worth families. Qualified...Private client
- ...delivering strategic solutions in accounting, assurance, tax, advisory, and private client services. At Sorren, we believe that success is a shared... ...development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their...Private clientFull time
$146k - $200k
Job Summary The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners. Job Duties... ...tax experience and/or public accounting, private industry accounting or consulting/...Private clientWork at office$116.2k - $212.9k
...serving the global financial services marketplace and the... ...side with a range of clients from our most venerable... ...Markets, Wealth and Asset Management, Insurance, and Real... ...!? The International Tax and Transaction Services... ...advising corporate and private equity clients on all...Private clientWork experience placementSummer holidayFlexible hours- ...Join to apply for the Oil & Gas Tax Manager role at Withum Withum is a place where... ...the Power in the Plus! Withum’s Tax Services Group is made up of a brilliant team of... ...Tax Credit, as well as International and Private Client services. We are currently looking for...Private clientFull timeWork at officeLocal area
- ...Overview Job Description As the Corporate Tax Senior Manager, you’ll be a member of our Corporate... ...the primary tax relationship with the client, and you will help with the engagement... ...management for multiple clients for your service line – all with the resources, environment...InternshipSeasonal workWork at officeLocal areaFlexible hours2 days per week
- ...Insurance is seeking a relationship‑driven Private Client Account Executive to grow our personal... ...of Influence relationships with wealth managers, estate attorneys, family office... ...passion for delivering exceptional client service. Qualifications Active Property & Casualty...Private clientWork at office
$146k - $200k
The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners. Job Duties: Performs... ...tax experience and/or public accounting, private industry accounting or consulting/...Private clientWork at office- ...point of contact for all online related needs of our Private Banking clients, advisors, and client service specialists. He/she is responsible for assisting... ...Concierge Specialist and work closely with the LatAm & GFG Management team. Handle operational, technology,...Private client
- ...US TAX MANAGER – WAM – CAYMAN ISLANDS – 0% TAX – HR253 About this opportunity Our client’s financial services tax practice provides comprehensive and specialized tax support for the... ..., covering all aspects of hedge fund, private equity fund, and mutual fund taxation....Local area
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