Senior Tax Manager, Private Client Services — Elite Wealth Advisory
$154k - $219kAndersen
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 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 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; 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.); 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 Illinois, the expected salary range for this role is $154,000 to $219,000. 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
#J-18808-Ljbffr Andersen- ...you an experienced tax professional with... ...exceptional service to high-net-worth... ...and family office clients? As a Senior Manager on our Family Office... ..., financial, and wealth planning needs.... ...tax compliance and advisory engagements,... ...partnerships, LLCs, private investments, and...SeniorPrivate clientFull timeContract workWork at office
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$130k - $160k
Our team has been engaged by a top accounting, tax, and advisory firm to find a high quality Tax Manager in the Chicago, IL area. This firm works with very significant local and regional business clients as well as high profile VIP personal clients for a variety of tax...Private clientSummer workLocal areaFlexible hours$110k - $250k
...Ruby Voight. Salary $110,000 - $250,000 per year. If you are a Tax Manager with at least 3 years experience in High Net Worth (HNW)... ...Why join us? Do you want to work with some of the nation's best clients and enjoy a GREAT work/life balance? We do too. Details Fully...SeniorPrivate clientLocal areaRemote workFlexible hours$130k - $200k
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...firm built by clients, for clients. As... ...family office and private investment firm... ...the way wealth is experienced.... ...Wealth Client Services with 5+ years of experience managing the administrative... ...(FO) Manage tax document facilitation... ...also conducts advisory business under...Private clientFull timeTemporary workWork at officeLocal area- BDO USA in Chicago seeks a Core Tax Services Senior Manager to advise clients on tax implications, devise strategies to minimize tax burdens, and navigate complex federal/state tax issues. The role encompasses leadership within the office and active participation in business...SeniorWork at office
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...of professional services to the middle market... ..., empowering our clients and people to... ...nowhere like RSM.RSM’s Private Company team is... ...for a dynamic Tax Senior Manager to join our expanding... ..., business advisory and compliance workA... ...succession planning, wealth transfer planning...SeniorPrivate clientFull timeWork experience placementInternshipPrivate practiceLocal area$120k - $215k
...Excellence . Both our client service and culture are second... ...ll MakeAs a full-time Senior Vice President within... ...our growing Transaction Advisory practice, this role... ...diligence engagements for private equity and corporate... ...Partnering closely with management teams and their...SeniorPrivate clientFull timeLocal areaFlexible hours$166k - $280k
...Horizons of Tax, Valuation, and... ...and Business Advisory. We stand as... ...professional services organizations... ...extraordinary clients spanning... ...member of the Private Client Services... ...with clients to manage expectations,... ...Associates, Senior Associates,... ...legislative changes, wealth transfer...Private clientFull timeWork experience placementPrivate practiceH1bWork at officeLocal areaWork visa- PwC Private is seeking a Senior Manager to lead large projects within the Tax Compliance team, delivering innovative solutions from strategy to execution for private clients. You will interact with clients at a senior level and drive project success while leveraging your...SeniorPrivate client
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...professional services to the middle... ...empowering our clients and people to... ...along their wealth journey and... ...education, risk management, privacy/data... ...to strategic tax planning, business advisory and... ...growthAs a Tax Senior Manager, you... ...emphasis on private client taxation...SeniorPrivate clientFull timeWork experience placementInternshipWork at officeLocal area$127.7k - $269.3k
...delivering excellent service through innovation... ...across our audit, tax, and consulting... ...Local Tax (SALT) Senior Manager within our M&A Tax Transaction Advisory practice, you will... ...trusted advisor to clients navigating complex... ...departments, and private equity stakeholders...SeniorWork at officeLocal areaRemote workWorldwide- PwC Private is seeking a Manager to lead and develop teams focused on private client service. You will supervise, manage client engagements, and deliver complex analysis to craft... ...service. The position offers a path to senior leadership within PwC Private, with a competitive...Private client
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- ...ambitious and curious tax professional... ...interest in private client taxation,... ...exemplary client service. Do you... ...As the Tax Senior Associate within... ...members, company management and regulatory... ...accounting and advisory services firm... ...outsourced accounting, wealth management,...SeniorPrivate clientImmediate startRemote work
$80k - $100k
...firm built by clients, for clients. As... ...family office and private investment firm... ...the way wealth is experienced.... ...Wealth Client Services to support a collaborative... ...role in managing day-to-day client... ..., including tax and legal materials... ...in providing advisory and planning services...Private clientFull timeTemporary workWork at officeLocal area- Prosperity Partners in Chicago seeks a Senior Tax Manager to oversee complex tax compliance and planning engagements while leading client advisory and team development. You will work directly with business owners, executives, trusts, estates, and family offices, shaping...Senior
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...global leader in innovative wealth management, asset servicing, asset management and... ...partners, and to provide to our clients and the communities we... ...trust, estate, guardian and Advisory services and products,... ...organization is encouraged, senior leaders are accessible, and...SeniorFull timeWork experience placementH1bWorldwideFlexible hours$76k - $174k
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OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to... ...) provide professional services through an alternative... ...Tilly is looking for a Senior Manager to join our Real Estate... ..., work with public and private sector clients...SeniorPrivate clientFull timeLocal areaWorldwide- First Financial Bank is seeking a Wealth Regional Market President to drive sales generation and top-tier client service across Wealth Advisors, Private Bankers, and Wealth Associates in a... ...business leaders to grow Yellow Cardinal Advisory Group and Private Client services....Private client
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...Job Title: Tax Manager/Sr. Manager – Direct Succession... ...busy seasons, private equity disruptions... ...independent full-service CPA firm in the... ...Due to upcoming senior partner retirements... ...businesses and private clients. There is zero... ...strategy, client advisory, engagement delivery...SeniorPrivate clientFull timeSummer workWork at officeRemote workWork from homeFlexible hoursWeekend work2 days per week3 days per week
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