Tax Director - Private Client Services
Andersen Tax, LLC
Application NoticeWe 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 FirmUnlock 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 RoleAs a member of the Private Client Services practice, Tax Directors oversee the efforts of and work collaboratively with multiple client service teams on engagements for a variety of 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.• Conduct secondary review of and have ultimate responsibility for complex income tax returns, including federal and multi-state filings. • Maintain active communication with clients to manage expectations, ensure excellent client service, ensure deadlines are met, and lead change efforts effectively. • Responsible for managing, developing, training, and mentoring Associates, Senior Associates, and Managers, and assessing performance for engagement reviews.• Participate in and help lead local office and firm-wide initiatives.• Plan, execute, direct, and complete tax projects; provide innovative tax planning, consulting, and compliance expertise to clients; design and implement tax-planning strategies for clients and manage to budget. • 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.• 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.) collaboratively and independently.The Requirements• At least 8 years relevant work experience with an accounting firm, including at least 6 years of Private Client experience;• Bachelor’s and/or Master’s degree – Accounting, Finance, Economics or related degree (Preferred);• Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA, JD, or EA);• Demonstrated project management experience with strong organization skills and multi-tasking abilities.• Strong technical knowledge of complex Private Client related tax issues;• Proven leadership and strong interpersonal skills;• Excellent communication skills, both written and verbal;• Proven high integrity and care to do the right thing;• Excellent problem solving and analytical skills; and• Proficient use of technology.Compensation and BenefitsOur 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 . 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 and to individuals with sincerely held religious beliefs, practices, or observances as required by law.ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS#LI-ZS1
- ...to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment...Private clientFull timeWork experience placementPrivate practiceLocal areaRemote work
- ...bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple...Private clientFull timeTemporary workPrivate practiceWork at officeLocal area3 days per week
- ...- we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client...Private clientFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
- ...FirmUnlock the Boundless Horizons of Tax, Valuation, and Business... ...presence among professional services organizations. You'll embark on... ...ordinary, working with extraordinary clients spanning every industry,... ...!The RoleManagers in our Private Client Services (PCS) practice...Private clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa
- ...Job Description Job Description CPA firm seeking an experienced Tax Manager or Director to join our team. This role will focus on managing complex tax engagements for professional services clients, as well as high net worth individuals, families, and related entities...Private client
- ...SUMMARY The Private Client Sales Manager is responsible for developing and managing a portfolio of affluent and high-net-worth client... ...aligned with First Horizon’s commitment to excellence in client service. ESSENTIAL DUTIES AND RESPONSIBILITIES Drive sales...Private clientFull timeWork at office
- ...Job Description Job Description CPA firm a Tax Manager or Director to join our growing Private Client Services practice. This role will focus on providing tax compliance, planning, and consulting services to high-net-worth individuals, families, and closely held businesses...Private clientPrivate practice
- ...and the autonomy to reach your goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering integrated tax... ...within public accountingMinimum of 2 years in a Partner or Director-level role at a public accounting firmExtensive...Private clientFull timePrivate practiceLocal area
$150k - $190k
...dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your... ...visit CIBC.comWhat you'll be doingAs a Private Wealth Business Development Officer (BDO)... ...wealth management space.Collaboration & Service Excellence: Establish and maintain effective...Private clientFull timeRemote work$120k - $150k
Job Title: Tax Manager Location: West Palm Beach, FL AND Fort Lauderdale, FL Salary: $... ...management role designed for accomplished, client-focused professionals ready to make a... ...tax consultation, and ensuring exceptional service delivery that strengthens client loyalty....Work at officeLocal area- ...’ll Work With Bernstein Senior Administrative Assistants are client service professionals who exhibit drive, ambition, and exceptional communication... ...Advisors and Management, help propel the growth of our Private Wealth Management Platform. This is an exciting and...Private clientWork at officeWorldwideFlexible hours
- Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is... ...and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth...Private clientTemporary workWork at officeLocal areaImmediate start
- ...Description Position Summary The Tax Senior Manager will oversee... ..., and estate taxation, strong client relationship management skills... ...opportunities for additional services Oversee and mentor Tax... ...strategic growth initiatives for the private client/HNWI practice...Private clientPrivate practiceWork at office
- ...projects. This team helps our clients transform their organizations... ...payments to applicable taxing organizations.Manages month end... ...between Outsourced Accounting Services and other Eisner Amper service... ...Informs engagement Senior Manager, Director, or Partner of the status and...Full timeWork at officeLocal areaRemote work
$195k - $275k
...Job Description Job Description Private Client & Wealth Management | Trusts & Estates Associate Attorney § Practice Area: Estate Planning... ...trusts, dynasty trusts, generation-skipping transfer tax planning structures, and charitable entities. ⨖ Directing complex...Private clientFull timePrivate practiceWork at officeImmediate start- ...infrastructure, roadway, site development, electrical, planning, landscape architecture, and construction engineering services for both private and public sector clients. ChenMoore prides itself on working to be part of the fabric of the community. We are leaders in community...Private clientTemporary workWork at officeLocal areaFlexible hours
- JPMorgan Chase & Co. through Chase Wealth Management seeks a Private Client Advisor to provide comprehensive financial planning and personalized investment solutions to individuals and families in Florida. You will build trusted client relationships and coordinate with...Private client
- ...infrastructure, roadway, site development, electrical, planning, landscape architecture, and construction engineering services for both private and public sector clients. ChenMoore prides itself on working to be part of the fabric of the community. We are leaders in community...Private clientContract workTemporary workWork at officeLocal areaFlexible hours
- ...infrastructure, roadway, site development, electrical, planning, landscape architecture, and construction engineering services for both private and public sector clients. ChenMoore prides itself on working to be part of the fabric of the community. We are leaders in community...Private clientTemporary workWork at officeLocal areaFlexible hours
- ...Job Description A reputable Public Accounting firm in the area is looking to add a Tax Director/Senior Manager to their team. This stable and growing firm offers clients valuable knowledge and expertise in tax. Due to the recent growth of the firm, there is an...Local area
$40 - $45 per hour
...Description The Client Advisory Intern will work alongside Client Advisory and... ...management, wealth planning, tax and estate planning, client service, and new business development. The... ...in financial services; exposure to Private Wealth Management, Investment Management...Hourly payWork experience placementInternshipSummer internshipWork at office$75k - $85k
...that attorneys fight to work with? Do you thrive in high-pressure, high-conflict, high-stakes cases? Do you deliver world-class client service even when emotions run hot? Do you do whatever it takes — no excuses, ever? If yes — keep reading. We're a fast-growing South...Work from home- ...ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment... ...Apply knowledge of financial markets, core products and services, and Glenmede requirements when interacting with...Private clientWork at office3 days per week
$150k - $250k
...goals. EisnerAmper is seeking a Senior Manager to join our State and Local Tax (SALT) practice. We are seeking someone who thrives in a growing environment and provides clients with exceptional services. What it Means to Work for EisnerAmper: You will get to be part of one...Full timeLocal area- ...Jobot is seeking a tax professional in West Palm Beach on a hybrid schedule. You will work with high-net-worth clients, handling complex tax research and compliance, and enjoy a better work-life balance. This role offers competitive pay, 75% paid benefits, PTO, and a culture...
- ...We are a growing private wealth management firm seeking a highly diligent, ambitious, and detail-oriented Certified... ...supporting complex financial planning strategies, tax compliance, and advisory services for our clients. You will collaborate closely with advisors, clients...Work at office
- ...Hinterland Group is a premier pipeline services and technologies contractor, servicing the... ...wastewater industries in both municipal and private sectors. Since 2006, we have proudly... ...water and sewer needs, building lasting client relationships through top-rated customer...Private clientOngoing contractFull timeFor contractorsFreelance
$120k - $160k
...What it Means to Work for EisnerAmper: As a Tax Controversy Manager, you will get to be... ...of federal tax issues. Contact the IRS Service Center and correspond on various tax account... ...and innovative tax solutions to its clients, but it creates new opportunities for employees...Full timeWork at officeLocal area- ...Responsibilities Kforce's client, a growing regional public accounting firm in Juno Beach, Florida (FL) is seeking a Tax Director. This role reports to the Tax Partners. This firm... ...required by law. Hourly employees on a Service Contract Act project are eligible for...Hourly payContract workWork experience placementSummer work
- Client Service Associate At MMA Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary... ...insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals...Private clientLocal areaFlexible hoursNight shift
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