Senior Tax Manager - Private Client Services
$145k - $248.2kAndersen
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
Senior 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.
Senior 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
- 6+ years relevant work experience in an accounting firm, with at least 5 years of Private Client experience.
- Bachelor's and/or advanced degree Accounting, Finance, Economics or related degree (Preferred).
- Advanced credential allowing for client representation before the Internal Revenue Service required (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 Greenwich, the expected salary range for this role is $145,000 to $248,200. 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$100k - $150k
...is a top-ranked accounting, tax, and advisory firm with offices... ...delivering real value to our clients.Our mission is to provide exceptional service while fostering long-term... ...are seeking an experienced Tax Manager to join our growing Private Client Services practice. This...Private clientFull timePrivate practiceLocal area3 days per week- Job Summary:Private Client Services at BDO is a boutique practice within our firm... ...people with complicated tax and financial structures. The... ...life insurance planning.A Tax Manager, Private Client Services is... ...Responsibilities:Supervises associates and senior associates on all...Private clientPrivate practiceWork at office
- A prominent tax and advisory firm is seeking a Senior Tax Manager for its Private Client Services (PCS) practice in Greenwich, CT. This hybrid role involves overseeing teams, engaging in business development, and managing client communications with wealthy families and...SeniorPrivate clientPrivate practice
$162k - $190k
...Senior Tax Manager The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners. Job Duties... ...experience and/or public accounting, private industry accounting or consulting/...SeniorPrivate clientWork at office$120k - $140k
...Private Client Services Tax Manager Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have... ...Responsibilities: Supervises associates and senior associates on all projects Reviews work prepared by associates...Private clientPrivate practiceWork at office$85k - $140k
...style */ Department Tax /*generated inline... ...top professional services firms, CohnReznick... ...performance, manage risk, and maximize... ...solutions to address clients’ unique business... ...opportunity for a Tax Senior Associate to join... ...rooted within the Private Client Services...SeniorPrivate clientPrivate practiceLocal areaFlexible hours3 days per week$105k - $117k
...Private Client Services Tax Experienced Senior Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach,... ...professional experience as well as their communication, time management, leadership, technical, business development, and...SeniorPrivate clientPrivate practiceWork at office- Insite US in White Plains, NY is seeking a Tax Senior Associate to strengthen its Private Client Services team. You will manage a diverse portfolio of high-net-worth clients, including individuals, family offices, and privately held enterprises, delivering tax compliance...SeniorPrivate client
$130k - $165k
...Description Job Description Most Tax Manager roles give you more returns... ...much broader role in your clients' financial lives. A... ...firm is looking to add a Private Client Services Tax Manager to its growing... ...technical direction to Seniors and Staff Mentor and develop...Private clientPrivate practice$110k - $175k
...inline style */ Department Tax/*generated inline style... ...’s top professional services firms, CohnReznick... ...optimize performance, manage risk, and maximize value... ..., solutions to address clients’ unique business goals... ...Tax Manager to join our Private Client Services Group team...Private clientPrivate practiceWork at officeLocal areaFlexible hours3 days per week$95k - $130k
Tax Senior Associate - Private Client Services Location: White Plains, New York (Hybrid) Join a Growing Public Accounting Firm A nationally recognised public... .... The Opportunity As a Tax Senior Associate, you'll manage a varied portfolio of private clients, delivering high...SeniorPrivate clientWork at officeFlexible hours- ...a Connecticut-based commercial bank, seeks a Portfolio Manager to support the Private Client Team in managing and growing CRE and C&I client relationships... ...relationships while delivering exceptional client service on behalf of the Private Client Team. The successful candidate...Private client
- ...Client Advisor Award-winning, inclusive, Top Workplace culture... ...& benefits, retirement, and private client insurance solutions to... ...we combine the personalized service model of a local consultant with... ...information about their risk management needs and financial loss...SeniorPrivate clientLocal areaNight shift
- ...established and growing tax and accounting firm with... ...second in command to the managing partner. A true leadership... ...fostering strong personal client relationships, directing project services and resources, leading... ...success to join the firm as a senior-level collaborator. This...SeniorWork experience placementWork at officeImmediate startFlexible hours
£55k - £68k per year
...that is looking to appoint an experienced Private Tax Manager to join its successful team in Stamford... ...Sector: Tax, Personal Tax, Private Client Tax Contract Type: Permanent Salary: £5... ...career progression. Work closely with senior management on complex client matters. Qualifications...Private clientPermanent employmentContract workWork at office2 days per week- ...Partners in White Plains is seeking an experienced Operations Manager to strengthen operational infrastructure and enhance workflow scalability. This position involves managing a four-person client service and operations team, overseeing day-to-day operations, and playing...Senior
- ...Friday) onsite role in our Greenwich, CT headquarters. The Senior Finance Manager, Client Relations, is responsible for managing financial... ...prospective clients and vendors, representing ORENDA’s financial services with accuracy, responsiveness, and professionalism. You’...SeniorFull timeContract workSummer workWork at officeImmediate startMonday to Friday
- ...Attorney Search is seeking a Trusts and Estates Associate for its Private Client Services Department located in New Haven, Stamford, or Greenwich, CT.... ...of experience in estate planning, trust administration, and tax compliance. This role involves engaging high-net-worth...Private client
$105.38k - $215.38k
...Are you a delivery-focused tax leader who thrives on... ...ability to interact with clients on their personal tax matters... ...If so, this Tax Delivery Manager role in Global Employer Services (GES) Delivery may be a great... ...entry-level employees to senior leaders, we believe there’...Work at officeLocal area$190k - $250k
...Description At the Director level, Private Client Services should be about more than... ...to add a Private Client Services Tax Director to work with high-net-worth... ...and their families Serve as a senior technical resource for Managers, Seniors, and other members of the...Private clientPrivate practice- ...Attorney Search is looking for an experienced Private Client International Tax and Estate Planning Associate/Senior Associate to join their team in Greenwich, CT.... ...includes advising on international tax strategies, managing planning matters, and collaborating with...SeniorPrivate clientRemote work
- ...law firm seeks an experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join their team in... ...restructuring solutions. Manage complex international planning... ...technical, professional, and client service skills. Excellent written and...SeniorPrivate clientRemote work
- ...EY is seeking a Senior Manager in Customer Tax Operations and Reporting to drive regulatory tax reporting... ...verify documents under FATCA/CRS, update client records, and provide guidance on WHT,... ...compliant tax solutions and client service excellence, with regular travel to...Senior
- ...Trusts and Estates Associate to join its Private Client Services Department in New Haven, Stamford, or... ...estate planning, trust administration, and tax compliance. Duties Engage directly with... ...estate planning. Ability to manage complex client matters independently. Benefits...Private client
- ...in Greenwich, CT seeks a Lending Specialist for the U.S. Private Bank to advise clients on capital structures and tailor credit solutions to client... ...of banking products, and the ability to navigate wealth management concepts. The position involves pitches, client dialogue,...SeniorPrivate client
- JPMorgan Chase is hiring a Private Banker in Greenwich, Connecticut to manage client relationships and provide financial advisory services. The ideal candidate will have over three years of experience in Private Banking and relevant qualifications, ensuring an exceptional...SeniorPrivate client
- ...International Tax Planning LeadLead international tax planning for GE Vernova Financial Services multi-jurisdictional investment vehicles, joint ventures, and project and... ..., and execute programs. Established project management skills.Experience / interest in U.S. renewable...SeniorLocal areaRelocation package
$165k - $170k
...is seeking an Associate to join our Private Clients & Fiduciary Services Group in our Greenwich Connecticut office... ...regarding estate, gift and transfer tax planning. Advising fiduciaries on... ...skills. Experience implementing and managing multiple projects. Experience...Private clientPrivate practiceWork at office$72k - $184.44k
...Senior Associate - Assurance At PwC, our people in... ...assessing governance and risk management processes and related... ...building meaningful client connections, and... ...refer to specific PwC tax and audit guidance), the... ...As part of the PwC Private Generalist team you are...SeniorPrivate client$126.1k - $253k
...are the leading provider of professional services to the middle market globally, our... ...confidence in a world of change, empowering our clients and people to realize their full... ...nowhere like RSM.RSM is looking for a Tax Senior Manager to join our Financial Services Insurance...SeniorFull timeWork experience placementInternshipLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax Manager - Private Client Services. Be the first to apply!
- hedge fund private equity tax manager Old Greenwich, CT
- service manager Old Greenwich, CT
- director surgical services Old Greenwich, CT
- director managed services Old Greenwich, CT
- support services supervisor Old Greenwich, CT
- culinary services director Old Greenwich, CT
- service supervisor Old Greenwich, CT
- toyota service manager Old Greenwich, CT
- manager consulting services Old Greenwich, CT
- manager of environmental services Old Greenwich, CT


