Tax Manager - 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 RoleManagers 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; andReceive 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 Requirements4+ 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; andProficient 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
- ...- 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
- EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services team. The role emphasizes overseeing multiple client engagements, leadership, and business development while maintaining exceptional service standards. The position offers flexibility in office...Private clientRemote jobWork at office
- EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services practice with flexibility on office location and the option to be fully remote. The role focuses on overseeing multi-engagement tax work for ultra-high-net-worth individuals, including planning...Private clientRemote jobPrivate practiceWork at office
$146k - $200k
Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch... ...well as other people with complicated tax and financial structures. The Private... ...life insurance planning. A Tax Senior Manager, Private Client Services (PCS) is responsible...Private clientPrivate practiceWork at office- ...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... ...firms in the industryYou will have the flexibility to manage your days in support of our commitment to work/life balanceYou...Private clientFull timeWork experience placementPrivate practiceLocal areaRemote work
- ...Boundless Horizons of Tax, Valuation, and Business... ...presence among professional services organizations. You'll... ...with extraordinary clients spanning every industry... ...RoleAs a member of the Private Client Services practice... ...communication with clients to manage expectations, ensure...Private clientFull timeWork experience placementPrivate practiceH1bWork at officeLocal areaWork visa
- ...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... ...in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance...Private clientWork experience placementPrivate practiceLocal area
$150k - $210k
...industry You will have the flexibility to manage your days in support of our commitment... ...for:Review of international tax compliance forms such as Forms 3520, 35... ...treaty based positionsCollaborate with the Private Client Services and Trust & Estate groups on cross-border...Private clientFull timeFixed term contractLocal area- Alvarez & Marsal is seeking a Senior Director in Private Client Services, Tax, to establish long-term relationships with private companies, owners, and high-net-worth individuals. You will lead tax compliance for partnerships, S-corps, trusts, and individuals, and review...Private client
- Andersen Tax is seeking a Tax Director to lead Private Client Services engagements for wealthy families, family offices, and owner-operated businesses in the United States. You will guide complex tax planning, coordinate cross-disciplinary teams, and ensure top-tier client...Private client
- BDO is seeking a Tax Senior Manager, Private Client Services (PCS) to lead tax compliance and consulting for high net-worth clients, including families, family offices, executives, and related structures. The role emphasizes leadership, client contact, tax planning, and...Private client
$170k - $220k
...Trusts, Estates, Gift tax Salary: $170,000 - $220... ...an integrated suite of services customized to fit the needs... ...to provide exceptional client services. Our... ..., payroll, and expense management, philanthropic advising... ...position is part of our Private Client Services group and...Private clientWork at officeLocal area- Jobot is seeking a seasoned Private Client Services professional to manage UHNW clients in a growing CPA firm in Florida. The role focuses on estates, trusts and gift tax for high-net-worth individuals and owner entities. A CPA is required, with 7+ years serving UHNW clients...Private client
- Andersen Tax LLC is seeking a Manager in our Private Client Services (PCS) practice to oversee multiple engagement teams serving high-net-worth clients, family offices, and owner-operated entities. The role includes client communication, tax return reviews, and strategy...Private clientPrivate practice
- Alvarez & Marsal seeks a Manager in Private Client Services, Tax to provide tax planning and compliance for high net worth clients. You will lead tax projects, supervise Associates, and contribute to business development with a client-focused, collaborative team. You will...Private client
$110k - $140k
...hands-on approach to solving our clients' problems and assisting them in reaching... ...growing one of our Federal Tax specialty areas, Our Private Client Services (PCS) practice. PCS works with private... ...growth, we're seeking a Manager to join our team. How you will contribute...Private clientPart timePrivate practiceWork at officeFlexible hours- Alvarez & Marsal in the United States seeks a Director for Private Client Services, Tax to guide tax strategy for high net worth individuals and... ...trusted client relationships. You will supervise Associates and Managers, manage budgets and deadlines, and contribute to business...Private client
- ...Marsal in West Palm Beach, FL seeks a Director to join our Private Client Services (PCS) practice. You will lead client engagements, oversee accounting... ...relationships with high net worth clients. Role focuses on managing teams, ensuring timely financial reporting, and delivering...Private clientPrivate practice
- Andersen Tax LLC is seeking a Tax Director-level professional for its Private Client Services group in the US. You will oversee complex income tax returns, guide client communications, and mentor senior staff while directing tax projects for high-net-worth families and...Private client
$170k
A leading financial services firm is seeking a Tax Manager/Sr. Tax Manager in Florida, focusing on managing client relationships and complex tax matters. The role requires a CPA and offers a salary of $170,000 plus bonuses. Responsibilities include preparing and reviewing...Work at office- ...your goals.We are seeking a Tax Senior Manager to join our team, with a specialized... ...-profit tax, particularly private foundations. This is a... ...the firm’s private foundation client base by delivering deep... ...practiceCollaborate across service lines to support cross-functional...Private clientFull timeWork at officeLocal area
$130k - $175k
...‑on approach to solving our clients' problems and assisting them... ...We’re currently growing Our Private Client Services (PCS) practice. PCS works with... ...reports Oversee and manage the accounting functions for... ...Assist in preparation of annual tax package and supporting documents...Private clientPart timePrivate practiceWork at officeFlexible hours- Company: Description: Account Manager- Private Client Services HNW Yacht Practice Our not-so-secret sauce Established as one of the premier insurance agencies in the USA, Marsh & Mclennan Agency (MMA) is meeting the needs of mid-sized businesses across the country....Private clientLocal areaFlexible hours
- ...are continuously growing and are looking to hire a Senior Tax Manager HNW/Private client and Private Equity industry specific. The position will... ...individual tax returns Provide tax planning and compliance services to high net worth and private equity clients Assisting...Private clientWork at office
- BDO USA is seeking a Tax Experienced Senior in Private Client Services to deliver tax compliance and consulting for high net-worth clients. The role emphasizes leadership, communication, and business development within a fast-paced, client-focused environment. You'll work...Private clientWork at office
- ...timePosted: 2026-10-05Closes: 2027-10-05Job Summary:The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business... ...tax experience and/or public accounting, private industry accounting or consulting/professional services...Work at officeLocal area
- EisnerAmper seeks a Tax Senior Manager specializing in not-for-profit tax, with a focus on private foundations. The role combines technical leadership with the opportunity... ...compliance and consulting engagements across client teams while partnering with firm leadership. This...Private clientWork at officeFlexible hours
- ...2026-10-03Closes: 2027-10-03Job Summary:The Core Tax Services Senior Manager is responsible for advising clients on the tax implications of their business objectives... ...tax experience and/or public accounting, private industry accounting or consulting/professional services...Work at officeLocal area
$150k - $190k
...to doing what’s right for our clients.At CIBC, we embrace your... ....comWhat you'll be doingAs a Private Wealth Business Development Officer... ...closely with Relationship Managers, Investment and Wealth Specialists... ...space.Collaboration & Service Excellence: Establish and maintain...Private clientFull timeRemote work- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch... ...well as other people with complicated tax and financial structures. The Private... ...as well as their communication, time management, leadership, technical, business...Private clientPrivate practiceWork at office
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