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

Tax Manager - Private Client Services

Andersen

Andersen Tax LLC

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

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.

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
  • 4+ 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; 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.

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

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.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Tax Manager - Private Client Services in West Palm Beach, FL vacancy
  • $160k - $199k

     ...businesses Experience mentoring and managing staff and senior staff Active...  ...an integrated suite of services customized to fit the needs of...  ...mission is to provide exceptional client services. Our professionals...  ...family office services including tax compliance, bill pay, payroll,... 
    Private client
    Work at office

    Leoforce

    West Palm Beach, FL
    3 days ago
  • $170k - $220k

     ...Trusts, Estates, Gift tax This Jobot Job is hosted...  ...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 client
    Work at office
    Local area

    Jobot

    West Palm Beach, FL
    3 days ago
  • 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 client
    Private practice

    EisnerAmper LLP

    West Palm Beach, FL
    5 days ago
  • Jobot is seeking professionals for a hybrid schedule position focused on providing exceptional client service. Ideal candidates will have at least 4 years in a public accounting tax role and a BS/BA in accounting or a related field. We offer competitive pay, 75% paid... 
    Suggested
    Summer work
    Flexible hours

    Jobot

    West Palm Beach, FL
    1 day ago
  •  ...the autonomy to reach your goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering integrated tax...  ...in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance... 
    Private client
    Private practice
    Local area

    EisnerAmper

    West Palm Beach, FL
    1 day ago
  • $110k - $140k

     ...per 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 work
    Local area
    Flexible hours

    Jobot

    West Palm Beach, FL
    1 day ago
  •  ...Citi Private Bank - Uhnw Private Banker - Director / Md Private...  ...Bankers at Citi develop and deepen client relationships in order to...  ...to develop tailored wealth management strategies. Private Bankers are...  ...relationships (solutions and services) in an intensely competitive... 
    Private client

    Citigroup Inc

    West Palm Beach, FL
    2 days ago
  • $90k - $100k

     ...we specialize in helping our clients navigate the complex landscape...  ...to deliver exceptional service to our clients. Dynamic and...  ...let talk about you! As a Private Client Advisor you'll be an ambassador...  ...with Relationship Managers (RMs) to deliver a world-class... 
    Private client
    Work at office
    Flexible hours

    Henley & Partners

    West Palm Beach, FL
    5 days ago
  • $120k - $150k

     ...Job Description Job Description Tax Manager - Hybrid Job Title: Tax Manager  Location...  ...role designed for accomplished, client-focused professionals ready to make a substantial...  ...consultation, and ensuring exceptional service delivery that strengthens client loyalty... 
    Ongoing contract
    Work at office
    Local area

    Cybercoders

    West Palm Beach, FL
    3 days ago
  •  ...Tax Manager Work location: Garden City, NY or West Palm Beach, FL. Hybrid schedule will...  ...information via phone or email directly to clients Research Federal, state, and cross-...  ...CPA Recent or current experience servicing High Net Worth and/or Family Office clients... 
    Work at office

    Spartan Placements

    West Palm Beach, FL
    4 days ago
  •  ...Senior Client Advisor Our not-so-secret sauce. Award-winning...  ...& 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... 
    Private client
    Local area
    Night shift

    Marsh & McLennan

    Palm Beach Gardens, FL
    4 days ago
  • $133k - $206.9k

     ...largest public accounting firm, seeks a Tax Manager for its National Tax Office (NTO) to provide...  ...members of NTO to provide technical tax services related to a variety of topics such as...  ...Cherry Bekaert professionals and their clients to provide federal tax expertise related... 
    Work experience placement
    Work at office
    Local area
    Remote work

    Cherry Bekaert

    Palm Beach, FL
    3 days ago
  •  ...Job Description A reputable Public Accounting firm in the area is looking to add a Tax Director/Senior Manager to their team. This stable and growing firm offers clients valuable knowledge and expertise in tax. Due to the recent growth of the firm, there is an... 
    Local area

    gpac

    West Palm Beach, FL
    2 days ago
  •  ...Description An excellent CPA firm is adding a TAX MANAGER to their team. This stable and growing firm offers clients valuable knowledge and expertise in tax. Due to...  ...to utilize firm technology to enhance client service High stress tolerance -- thrives in a... 
    Shift work

    gpac

    West Palm Beach, FL
    2 days ago
  • About the Opportunit yOur client is a highly respected professional services firm with a long-standing reputation for excellence...  ..., billing operations, cash flow management, and overall business performance...  ...payroll processing, payroll tax filings, and year-end reporting requireme... 

    Carmen Carbone Leadership Development & Recruiting

    West Palm Beach, FL
    3 days ago
  •  ...goals. EisnerAmper is seeking a Tax Manager in our Affordable Housing Tax...  ...practice serves a wide range of clients with specific needs including real estate private equity funds, public and...  ...provides clients with exceptional services. What it Means to Work for EisnerAmper... 
    Local area

    EisnerAmper

    West Palm Beach, FL
    1 day ago
  • $125k - $175k

    A top accounting, tax, and advisory firm has partnered with our team to find a high quality Tax Manager or Senior Manager in the gorgeous beach town of West Palm Beach, FL....  ...firm works with local and regional business clients as well as high profile personal clients for... 
    Summer work
    Local area
    Flexible hours

    Caliber Recruiting Group

    West Palm Beach, FL
    1 day ago
  •  ...Account Manager TransPerfect is more than just a job Our greatest asset is our people,...  ...securing enterprise-level Travel & Tourism clients from initial prospecting through contract...  ...to structure and close complex, multi-service enterprise agreements Account Growth &... 
    Contract work
    Work at office
    Local area

    TransPerfect

    West Palm Beach, FL
    4 days ago
  • $90k - $100k

    A privately held, multi-generational investment organization based in...  ..., and the ability to manage multiple priorities across a...  ...and supporting schedules for tax and advisory teams ~Assisting...  ...accounting or operations ~Private client services (HNW/UHNW individuals and trusts... 
    Private client
    Work at office

    Solomon Page

    Palm Beach, FL
    5 days ago
  • Castle Wealth Management in West Palm Beach, FL, is seeking a full-time Client Relationship Manager/Financial Planner. In this role, you will work closely with high...  ...financial planning and investment management services. The ideal candidate will have 3-5 years of experience... 
    Full time

    Castle Wealth Management

    West Palm Beach, FL
    4 days ago
  • $52.6k - $98k

     ...Yacht Senior Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top...  ...America, we combine the personalized service model of a local consultant with the global...  ...and propose a variety of solutions to manage the client's risk. You will need to negotiate... 
    Private client
    Minimum wage
    Local area
    Night shift

    Oliver Wyman

    Palm Beach Gardens, FL
    19 days ago
  • $110k - $170k

     ...autonomy to reach your goals. EisnerAmper is seeking a Manager to join our National Tax Office with a focus on M&A Transaction work. We...  ...thrives in a growing environment, while providing clients with exceptional services. This individual will receive training and... 
    Work at office
    Local area

    EisnerAmper

    West Palm Beach, FL
    2 days ago
  •  ...innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable....  ...financial markets, core products and services, and Glenmede requirements when... 
    Private client
    Work at office
    3 days per week

    Glenmede

    West Palm Beach, FL
    19 hours ago
  •  ...leadership, strategic vision, and client expertise are recognized and...  ....” Kaufman Rossin is a privately owned, independent public...  ...Alternative Investment Services. Think you have what it takes...  ...Kaufman Rossin is seeking a Tax Senior Manager (HNW, Private Client, and Private... 
    Private client
    Work at office

    Kaufman Rossin

    Palm Beach Gardens, FL
    3 days ago
  • $65k - $110k

     ...globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. The Account Executive will service an existing private client book of business and interacts with clients on a day-to-... 
    Private client
    Full time
    Work at office
    Immediate start
    2 days per week

    AON

    Palm Beach Gardens, FL
    3 days ago
  • $118.3k - $184.1k

     ...As an International Tax Manager, with a compliance focus, you will lead and manage the delivery of international tax compliance services for our clients. You will ensure accurate and timely preparation, review, and filing of international tax returns and related documentation... 
    Work experience placement
    Local area
    Remote work

    Cherry Bekaert

    Palm Beach, FL
    3 days ago
  • EisnerAmper is looking for a Tax Manager to join our Affordable Housing Tax practice located in West Palm Beach, Florida. This role requires you to run client engagements for tax projects from planning to completion while building impactful relationships with clients. Ideal... 

    EisnerAmper

    West Palm Beach, FL
    1 day ago
  •  ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients...  ...and delivering extraordinary customer service while maintaining a strong commitment to...  ...Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... 
    Private client

    JPMorgan Chase

    West Palm Beach, FL
    2 days ago
  •  ...My team's mission is to help people manage the risks of everyday life, recover from...  ...customers with their insurance and financial services needs, including: Auto insurance Home...  ...Remote insurance sales Assisting current clients on additional services they need to... 
    Remote work
    Flexible hours

    Dancavin

    West Palm Beach, FL
    2 days ago
  •  ...Specialist to join our Flight Services Team. The Trip Support...  ...responsible for anticipating client needs, coordinating complex travel...  ...or 1-2 years of Account Management/ High-touch customer service...  ...company with one of the largest private fleets in South Florida. We specialize... 
    Part time
    Work at office
    Immediate start
    Remote work
    Shift work
    Night shift

    Alerion Aviation

    West Palm Beach, FL
    3 days ago

Do you want to receive more vacancies?

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