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

Senior Tax Manager - Private Client Services

$145k - $248.2k

Andersen

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
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Tax Manager - Private Client Services in Old Greenwich, CT vacancy
  • $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 client
    Full time
    Private practice
    Local area
    3 days per week

    PKF O’Connor Davies

    Stamford, CT
    2 days ago
  • 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 client
    Private practice
    Work at office

    BDO International

    Stamford, CT
    2 days ago
  • 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... 
    Senior
    Private client
    Private practice

    Andersen

    Greenwich, CT
    5 days ago
  • $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/... 
    Senior
    Private client
    Work at office

    BDO

    Stamford, CT
    4 days ago
  • $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 client
    Private practice
    Work at office

    BDO

    Stamford, CT
    17 hours ago
  • $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... 
    Senior
    Private client
    Private practice
    Local area
    Flexible hours
    3 days per week

    CohnReznick

    Stamford, CT
    4 days ago
  • $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... 
    Senior
    Private client
    Private practice
    Work at office

    BDO

    Stamford, CT
    4 days ago
  • 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... 
    Senior
    Private client

    Insite US

    White Plains, NY
    3 days ago
  • $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 client
    Private practice

    Talnt

    Harrison, NY
    3 days ago
  • $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 client
    Private practice
    Work at office
    Local area
    Flexible hours
    3 days per week

    CohnReznick

    White Plains, NY
    14 hours ago
  • $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... 
    Senior
    Private client
    Work at office
    Flexible hours

    Insite US

    White Plains, NY
    3 days ago
  •  ...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

    Bankwell

    New Canaan, CT
    4 days ago
  •  ...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... 
    Senior
    Private client
    Local area
    Night shift

    Oliver Wyman, LLC

    Norwalk, CT
    1 day ago
  •  ...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... 
    Senior
    Work experience placement
    Work at office
    Immediate start
    Flexible hours

    VanBrunt, DuBiago & Company

    Stamford, CT
    5 days ago
  • £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 client
    Permanent employment
    Contract work
    Work at office
    2 days per week

    Clark Wood

    Stamford, CT
    2 days ago
  •  ...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

    Focus Financial Partners

    White Plains, NY
    4 days ago
  •  ...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’... 
    Senior
    Full time
    Contract work
    Summer work
    Work at office
    Immediate start
    Monday to Friday

    ORENDA

    Greenwich, CT
    5 days ago
  •  ...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

    BCG Attorney Search

    Greenwich, CT
    2 days ago
  • $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 office
    Local area

    Deloitte

    Stamford, CT
    1 day ago
  • $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 client
    Private practice

    Talnt

    Harrison, NY
    3 days ago
  •  ...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... 
    Senior
    Private client
    Remote work

    BCG Attorney Search

    Greenwich, CT
    5 days ago
  •  ...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... 
    Senior
    Private client
    Remote work

    BCG Attorney Search

    Greenwich, CT
    5 days ago
  •  ...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

    EY

    Stamford, CT
    1 day ago
  •  ...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

    BCG Attorney Search

    Greenwich, CT
    2 days ago
  •  ...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,... 
    Senior
    Private client

    Next Frontier Capital

    Greenwich, CT
    3 days ago
  • 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... 
    Senior
    Private client

    JPMorganChase

    Greenwich, CT
    2 days ago
  •  ...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... 
    Senior
    Local area
    Relocation package

    GE Vernova

    Stamford, CT
    17 hours ago
  • $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 client
    Private practice
    Work at office

    Verrill Dana

    Greenwich, CT
    4 days ago
  • $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... 
    Senior
    Private client

    PwC (US)

    Stamford, CT
    2 days ago
  • $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... 
    Senior
    Full time
    Work experience placement
    Internship
    Local area

    RSM International

    Stamford, CT
    1 day ago

Do you want to receive more vacancies?

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