Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Tax Manager - Private Client Services

$115k - $197.1k

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

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

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; and
  • 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.

Salary Range : For individuals hired to work in New York City, the expected salary range for this role is $115,000 to $197,100. Actual compensation will be determined based on the candidate’s qualifications, experience, and skill set.

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

Vacancy posted 10 days ago
Similar jobs that could be interesting for youBased on the Tax Manager - Private Client Services in New York, NY vacancy
  • $125k - $191k

     ...Tax Manager - Private Client Services Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse... 
    Private client
    Flexible hours

    Weaver

    New York, NY
    4 days ago
  •  ...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 client
    Temporary work
    Private practice
    Work at office
    Local area

    EisnerAmper

    New York, NY
    4 days ago
  • $112k - $150k

    Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach,...  ...well as other people with complicated tax and financial structures. The Private Client...  ..., and life insurance planning. A Tax Manager, Private Client Services is responsible... 
    Private client
    Private practice
    Work at office

    BDO USA, Llp

    New York, NY
    3 days ago
  •  ...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...  ...in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance... 
    Private client
    Work experience placement
    Private practice
    Local area

    EisnerAmper

    New York, NY
    2 days ago
  •  ...Job Summary The Private Client Services Senior Manager is responsible for providing tax and consulting services to our high net worth clients. Job Duties Performs Tax planning, preparation and research for high net worth individuals and related business, trusts, estates... 
    Private client
    Work at office

    BDO Capital Advisors LLC

    New York, NY
    2 days ago
  •  ...compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!We are looking for a Supervisor in our Private Client Services Tax (PCS) Department. As a Supervisor in PCS, you will be... 
    Private client

    Citrin Cooperman

    New York, NY
    4 days ago
  • Mercer Advisors is seeking a Relationship Manager to join their Wealth Management Team in New York. This role involves delivering exceptional client service to ultra-high-net-worth clients, managing operational issues, and facilitating growth strategies. The ideal candidate... 
    Private client

    Mercer Advisors

    New York, NY
    4 days ago
  • EisnerAmper is seeking a Tax Director to join the Private Client Services practice. In this role, you will manage tax engagements, oversee the tax return process, and mentor staff accountants. The position requires strong public accounting experience and 10+ years in tax... 
    Private client
    Private practice
    Flexible hours

    Dormont Manufacturing Co

    New York, NY
    15 hours ago
  •  ...Job Description Job Description Tax Manager- PCG New York, NY / Palm Beach Gardens...  ...strong relationships with high-net-worth clients. Review complex tax filings Understand...  ...personalized tax planning and advisory services tailored to each client needs.... 
    Private client

    Spartan Placements, LLC

    New York, NY
    24 days ago
  •  ...Job Description Job Description Tax Senior Manager, Private Client Group  Role Type: Hybrid (flexible 2 days in office)        Location:...  ...delivering comprehensive tax planning, compliance, and advisory services to high-net-worth individuals, family offices, and... 
    Private client
    Work at office
    Flexible hours

    Spartan Placements, LLC

    New York, NY
    13 days ago
  • $140k - $180k

     ...Job Description Job Description Title: Tax Manager, Private Client Group Department: Private Client Group Supervises: Supervisors...  ...integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis... 
    Private client
    Full time
    Local area

    Anchin

    New York, NY
    23 days ago
  • $160k - $220k

     ...Job Description Job Description Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers...  ...accounting, consulting and business management services from tax planning and audits to the most detailed analysis... 
    Private client
    Full time

    Anchin

    New York, NY
    23 days ago
  • Citrin Cooperman in New York is seeking a Supervisor for its Private Client Services Tax Department. The role involves preparing and reviewing federal and state tax returns, with a focus on high-net-worth individuals. You will provide tax consulting and compliance services... 
    Private client

    Citrin Cooperman

    New York, NY
    4 days ago
  • Cresset Capital is seeking a Regional Managing Director, Private Wealth Client Services with experience managing the administrative and operational needs of Advisor and Client Associate teams. The candidate will serve as a primary point of contact within a region to manage... 
    Private client

    Cresset Capital

    New York, NY
    15 hours ago
  • $90k - $150k

    A nationwide accounting firm is seeking an experienced Tax Manager to lead tax compliance engagements and act as the primary contact for clients. Candidates must possess a Bachelor's Degree in Accounting, CPA certification, and at least 5 years of relevant experience, particularly... 
    Flexible hours

    Wipfli LLP

    New York, NY
    4 days ago
  •  ...Job Description Job Description Tax Manager: UHNW/Private Client Services New York, NY We're looking for an experienced Tax Manager to advise ultra-high-net-worth individuals, families, and investment professionals on complex tax planning and compliance matters... 
    Private client
    Work at office
    3 days per week

    Spartan Placements, LLC

    New York, NY
    15 days ago
  • Reed Smith LLP is seeking a Project Management Coordinator in New York to enhance operational excellence and support project management...  ...tasks, while working collaboratively with internal teams and clients. Candidates should have a college degree and 3-5 years of relevant... 
    Private client
    Remote work
    Flexible hours

    Reed Smith

    New York, NY
    5 days ago
  • $276k - $357k

     ...LLP seeks a Director of Business Development responsible for driving strategic initiatives in Tax, Employee Benefits, and Private Client Services. The role requires management of the Business Development team and oversight of strategic plans to enhance revenue generation... 
    Private client

    McDermott Will & Schulte LLP

    New York, NY
    4 days ago
  • $85k - $100k

    Job Description: Title: Private Client Group Supervisor - Personal Lines Work Mode: Fully remote...  ...and ensuring exceptional client service. This role drives operational efficiency...  ...goals. Key Responsibilities: Account Management: Manage a small book of business while... 
    Private client
    Work at office
    Remote work
    Shift work

    Insurance Office of America

    New York, NY
    2 days ago
  • Jobtailor is seeking an experienced tax professional to lead complex individual and fiduciary tax work, with knowledge of partnerships...  .... You will consult, plan and ensure compliance for diverse clients while mentoring staff and maintaining strong client relationships... 

    Jobtailor

    New York, NY
    1 day ago
  • MDAEdge seeks a Corporate Tax Manager to join their team in New York. You will manage clients' corporate tax planning and compliance while overseeing tax projects, mentoring your team, and ensuring quality service delivery. The ideal candidate has a Bachelor’s in accounting... 
    Relocation package

    MDAEdge

    New York, NY
    1 day ago
  •  ...in New York City is seeking an experienced Manager, Tax to join our team in a hybrid role. This position is perfect for a client-facing tax professional who excels in a collaborative...  ...while providing high-quality advisory services. Responsibilities include preparing tax... 

    Reid Accountants + Advisors

    New York, NY
    4 days ago
  •  ...inspired, to craft experiences and experience the best in craftsmanship, this is where you’ll flourish. As the Sr. Manager of Client Development for the Private Sales Region, you will be instrumental in shaping our client development strategy for your Region. Your mission... 
    Private client
    Full time
    Work at office
    Local area

    Moët Hennessy

    New York, NY
    4 days ago
  •  ...Responsibilities Kforce's client, a well-established single-...  ...is seeking a highly skilled Tax Manager to oversee a complex, hands-on...  ...with external advisors and tax service providers Identify and...  ...tax experience, ideally within private client services, family office... 
    Private client
    Hourly pay
    Contract work
    Work at office
    Local area

    Kforce

    New York, NY
    1 day ago
  • $175k - $250k

    Job Details Level: Management Location: New York Office -...  ...Cresset is a firm built by clients, for clients. As an...  ...multi-family office and private investment firm, we are...  ...Private Wealth Client Services with experience managing...  ...insurance, and pre‑tax parking and transportation... 
    Private client
    Full time
    Temporary work
    Work at office
    Local area

    Cresset Capital

    New York, NY
    15 hours ago
  • $132.1k - $301.6k

     ...serving the global financial services marketplace and the only...  ...side by side with a range of clients from our most venerable institutions...  ...Markets, Wealth and Asset Management, Insurance, and Real Estate,...  ...our dynamic FSO team! Private Tax is a growing practice within... 
    Private client
    Work experience placement
    Summer holiday
    Local area
    Immediate start
    Flexible hours

    Ernst & Young

    New York, NY
    22 days ago
  • $127.9k - $291.9k

     ...serving the global financial services marketplace and the...  ...side with a range of clients from our most venerable...  ...Markets, Wealth and Asset Management, Insurance, Real Estate...  ...providing dedicated tax technical services to both...  .... EY's FSO EDGE Private practice provides... 
    Private client
    Private practice
    Summer holiday
    Local area
    Flexible hours

    Ernst & Young

    New York, NY
    25 days ago
  •  ...Relationship Manager, Tax & Family Office Services | NYC An established New York-based family office serving...  ...serve as a trusted point of contact for clients, coordinating across tax, estate,...  ...family offices, single-family offices, private client services groups, tax... 
    Private client
    Work at office

    ECG Resources, Inc.

    New York, NY
    1 day ago
  •  ...Capital Partners is seeking an experienced accounting professional based in New York, NY. This role includes overseeing client financial statements, managing tax preparations, and building strong client relationships. The ideal candidate will possess a Bachelor’s degree in... 

    Silversmith Capital Partners

    New York, NY
    3 days ago
  • $120k - $350k

     ...Open roles: Senior Manager, Senior Tax Director and Partner Benefits Pulled from the full...  ...tax planning and consulting services to clients - Manage and oversee tax compliance...  ...Expertise in tax planning strategies for private equity and corporate clients - Proven... 
    Private client
    Full time
    Relocation
    Monday to Friday
    Shift work
    Weekend work
    Day shift

    RightWorks Inc

    New York, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax Manager - Private Client Services. Be the first to apply!