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
- ...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 clientWork experience placementPrivate practiceLocal area
- ...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
$170k - $220k
...$220,000 per year Job Details This position is part of our Private Client Services group and is focused on UHNW clients! 7+ years of experience... ...provides a diverse range of family office services including tax compliance, bill pay, payroll, and expense management, philanthropic...Private clientWork at office- ...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
$160k - $199k
...Senior Tax Manager - Private Client Services / HNW $160,000 - $199,000 per year | West Palm Beach, FL | On‑Site | Permanent Take over existing book of clients - 50‑55 hour busy season As Senior Tax Manager, you will take full responsibility for managing an existing book...Private clientPermanent employmentWork at officeLocal area$170k - $220k
Job details UHNW, Trusts, Estates, Gift tax This Jobot Job is hosted by: Albert Simons... ...firm that provides an integrated suite of services customized to fit the needs of high-net-... .... Our mission is to provide exceptional client services. Our professionals help our clients...Private clientWork at officeLocal area- ...The Role As 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...Private clientFull timeWork experience placementPrivate practiceH1bWork at officeLocal areaWork visa
- ...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- 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
- ...for a strategic, operationally minded Director of Client Delivery to lead the delivery function... ...work, client agreements, and recurring service models into actionable internal tasks,... ...EisnerAmper is one of the largest accounting, tax, and business advisory firms, with...Full timeContract workLocal area
$60k - $75k
...SCS Financial in West Palm Beach, FL is seeking an Associate, Client Advisor to support ultra-high-net-worth clients by implementing and... ...client materials, and collaborating with professionals in tax and estate planning. The ideal candidate has a Bachelor's degree...Private client- ...What work you'll be responsible for Review of international tax compliance forms and working with a dedicated international... ...2 elections and treaty-based positions Collaborate with the Private Client Services and Trust & Estate groups on cross-border matters for individuals...Private clientFixed term contractLocal area
- ...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
$90k - $100k
...advisory firm, we specialize in helping our clients navigate the complex landscape of... ...international partners to deliver exceptional service to our clients. Dynamic and Diverse Culture... ...about us, let talk about you! As a Private Client Advisor you'll be an ambassador...Private clientWork at officeFlexible hours$90k - $100k
...we specialize in helping our clients navigate the complex landscape... ...partners to deliver exceptional service to our clients. Dynamic and... ..., let talk about you! As a Private Client Advisor, you will be a... ..., wealth managers, lawyers, tax advisors, and other referral sources...Private clientLocal areaFlexible hours- ...leadership, strategic vision, and client expertise are recognized and... ...day.” Kaufman Rossin is a privately owned, independent public... ...Rossin Alternative Investment Services. Think you have what it takes... ...Kaufman Rossin is seeking a Tax Senior Manager (HNW, Private Client...Private clientWork at office
- ...Registered Client Service Associate (Palm Beach, FL) Join to apply for the Registered Client Service Associate (Palm Beach, FL) role at... ...management services. Job Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service...Private clientFull timeLocal area
$200k - $250k
...Tax Director - Independent Firm $200000 - $250000 per year | Boca Raton, FL | On-site | Permanent... ...A bit about us: Because we're privately owned and independent, we're free to do... ...calling the shots. We invest in lasting client relationships, offer truly objective advice...Permanent employmentLocal areaFlexible hours$29.39 - $48.99 per hour
Overview:Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting... ...Provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others...Private clientHourly payFull timeWork experience placementWork at office- ...Tax Director – Tax Operations & Strategic Transactions About the Opportunity Join a large, publicly traded energy and infrastructure organization with a diverse portfolio of regulated utilities, renewable energy assets, and strategic investments. This leadership...Local areaFlexible hours
- BCG Attorney Search is looking for a Private Client Trusts & Estates Associate/Senior Associate to join its office in West Palm Beach, FL. This role involves complex estate planning and administration, providing opportunities to engage with high-net-worth clients. The...Private clientWork at officeRemote work
- ...Job Description A reputable Public Accounting firm in the area is looking to add a Tax Director/Sr Tax 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 opportunity...Local area
- ...providing customized wealth management and financial planning services. The firm serves high-net-worth families, individuals, businesses... ...and current, in-depth financial expertise to address each client’s unique needs and circumstances. Role Description This is a full...Full time
- ...high-net-worth (UHNW) prospective clients into long-term clients within their... ...knowledge of investments, tax and estate planning and/or banking services. Proven track record of successful... ...employees are singularly focused on private wealth management - disciplined investment...Temporary workWork at officeRemote work
- ...About the Opportunit yOur client is a highly respected professional services firm with a long-standing reputation for excellence, innovation, and client service... ...initiati vesSupport payroll processing, payroll tax filings, and year-end reporting requireme ntsMaintain...
$90k - $100k
A privately held, multi-generational investment organization based in Palm Beach is seeking... ...reporting and supporting schedules for tax and advisory teams ~Assisting with payroll... ...accounting or operations ~Private client services (HNW/UHNW individuals and trusts) ~Private...Private clientWork at office- ...Group (RESIG), the largest real estate private equity fund administrator by funds... ...a growing environment and providing clients with exceptional services. What it Means to Work forEisnerAmper... ...clients, from general accounting and tax planning to outsourced services and...Private clientLocal area
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