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
- ...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
- A prominent accounting firm in West Palm Beach is looking for a Tax Manager to oversee multiple client engagements. Responsibilities include preparing and reviewing tax returns for individuals and entities, building client relationships, and managing staff. Candidates...Private client
- EisnerAmper LLP is seeking a dedicated Tax Manager to join their Private Client Services (PCS) practice in West Palm Beach. This hybrid role requires overseeing client engagements, reviewing complex tax returns, and fostering staff development. The ideal candidate has at...Private clientPrivate practice
- Job Overview We are seeking a Tax Manager to join the Private Client Services (PCS) practice. The role involves overseeing multiple client engagements, reviewing complex tax returns, managing staff, and conducting research. The manager should demonstrate strong leadership...Private clientPrivate practiceWork at officeLocal area3 days per week
- ...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
$170k - $220k
...Details This position is part of our Private Client Services group and is focused on UHNW clients!... ...held businesses Experience mentoring and managing staff and senior staff Active CPA... ...range of family office services including tax compliance, bill pay, payroll, and expense...Private clientWork at office- A leading tax advisory firm in West Palm Beach is seeking a Manager for their Private Client Services. The role involves overseeing multiple engagement teams and managing sophisticated clients, including high-net-worth families. Candidates should have over 4 years of relevant...Private client
- LeoForce is seeking a Senior Private Client Services professional for our West Palm Beach office to serve UHNW clients with complex tax and estate planning needs. Role emphasizes leadership, mentoring, and high-touch service in a private client setting. The candidate should...Private clientWork at office
- ...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 seeks a seasoned Tax Director for its Private Client Services. The role oversees complex federal and multi-state returns, leading client service teams... ...family offices. You will mentor Associates and Managers, coordinate cross-team engagements, and contribute...Private clientLocal 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$185k
...Position Summary The Tax Senior Manager will oversee tax compliance and... ...and estate taxation, strong client relationship management... ...opportunities for additional services Oversee and mentor Tax Managers... ...growth initiatives for the private client/HNWI practice...Private clientPrivate practiceWork at office- ...CPA firm in West Palm Beach, FL, to hire a Senior Tax Manager focused on high-net-worth and private equity clients. The role is hybrid with three in-office days in... ...and HNW returns, provide planning and compliance services, mentor staff, and interact with federal and state...Private clientWork at office
- ...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... ...firms in the industryYou will have the flexibility to manage your days in support of our commitment to work/life balanceYou...Private clientFull timePrivate practiceLocal area
- Alvarez & Marsal seeks an Intern in Private Client Services, Tax, for Summer 2027 to work with high-net-worth individuals and domestic/international... ...rigorous research, effective communication, and the ability to manage multiple projects. #J-18808-Ljbffr Alvarez & MarsalPrivate clientSummer workInternship
- ...is a high-touch point of client contact accountable to serve... ...net worth segment. The Private Client Relationship Manager II will serve as the central... ...provide proactive client service to achieve greater share of... ...coordinates specialists (Taxes, Trust and Estate) to provide...Private clientFull timeLocal areaWork from homeFlexible hours
- ...building and maintaining high-net-worth client relationships across banking, lending, and... ...investments? This is a unique opportunity to manage and maintain relationships with clients... ...client relationships through exceptional service and targeted advice, providing a path for...Private clientTemporary workWork at officeLocal areaImmediate start
$40 per hour
Description High Net Worth (Private Client Services Tax) - Summer 2027 Start Season & Year: Summer 2027 About Alvarez & Marsal Alvarez & Marsal... ...to simultaneously work on several projects and effectively manage deadlines High motivation to learn and grow Detail-oriented...Private clientHourly paySummer workInternshipPrivate practiceWork at officeVisa sponsorshipWork visa- ...Bowen LLP in West Palm Beach, FL is seeking a full‑time Estate and Probate Paralegal to support the Private Client Services group. You will handle drafting, filing, and managing probate documents across Florida counties, ensuring accuracy and timeliness. The ideal candidate...Private clientFull time
$110k - $140k
...year A bit about us Are you someone who prefers to focus on client service vs worrying about billable hours or business development? Are... ...in accounting or related field 4+ years in public accounting tax role Experience with strong tax compliance and research background...Summer workLocal areaFlexible hours- A leading tax services firm is seeking a Senior Tax Manager for their Private Client Services. This role involves overseeing engagement teams and interacting with some of the wealthiest families in the US. Responsibilities include conducting reviews of tax returns, engaging...Private client
- Shutts & Bowen LLP, a full service AmLaw 200 law firm, seeks an associate for its West Palm Beach office. Candidates should have 2 to... ...member of the Florida Bar, contributing to a team that emphasizes individual value and client service. #J-18808-Ljbffr Shutts & Bowen LLPPrivate clientWork at office
$60k - $75k
...West Palm Beach, FL is seeking an Associate, Client Advisor to support ultra-high-net-worth clients by implementing and managing strategic financial plans. Responsibilities include... ..., and collaborating with professionals in tax and estate planning. The ideal candidate has...Private client- Firm Overview Shutts & Bowen LLP is a full service, AmLaw 200 law firm that has provided... ...services in more than 30 practice areas to its clients locally, nationally and internationally.... ...2 to 4 years of experience to join its Private Client Services Practice Group. The...Private clientPrivate practiceWork at office
- TD Wealth seeks a Private Client Relationship Manager II to serve as the central contact for high-net-worth clients across banking, lending, and wealth... ...Advisors and Trust Advisors to deliver proactive service, manage day-to-day accounts, and grow client relationships...Private client
$170k - $225k
...Commercial Bank (the “Bank”) is a full-service commercial bank based in New... ..., small businesses, private and public middle-market and corporate... ...banking centers and private client offices in Manhattan, Boro... ...Credit Committee requirements. Manage existing commercial real...Private clientLocal area- ...We are seeking an Accounting Manager to join our Outsourced Accounting... .... This team helps our clients transform their organizations... ...appropriate payments to applicable taxing organizations.Manages month... ...Outsourced Accounting Services and other Eisner Amper service...Full timeWork at officeLocal areaRemote work
- ...Risk Partners is seeking a Commercial Lines Account Manager to support the Acentria team in developing and servicing accounts. You will market new business, review... ...negotiate carrier placement. You will build strong client and carrier relationships, manage endorsements,...
$195k - $275k
...Job Description Job Description Private Client & Wealth Management | Trusts & Estates Associate Attorney § Practice Area: Estate Planning, Wealth... ...trusts, dynasty trusts, generation-skipping transfer tax planning structures, and charitable entities. ⨖ Directing...Private clientFull timePrivate practiceWork at officeImmediate start
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