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Manager – Private Client Services

Andersen Tax LLC

This is a Full-time position in Dallas, TX posted July 8, 2021.

At Andersen Tax LLC (“Andersen”), we offer a rewarding career path for exceptional, motivated, and entrepreneurial individuals.

From the moment your employment begins, you will be exposed to a variety of projects giving you the opportunity to stand out and make a difference.

Because of our favorable Managing Director to Associate ratio, you will receive hands-on mentoring from firm leaders that prioritize your growth and development.Once you join the team, you will become well-acquainted with our core values: Best-in-Class, Stewardship, Independence, Seamlessness, and Transparency.

These are the qualities that define Andersen professionals.Know that through our sustained growth and best-in-class service, we offer substantial long-term career opportunities and the tools necessary to be an emerging leader.

If you want to be a part of a growing and exciting organization, then consider your opportunities with Andersen – a name from the past, a firm for the future.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.+ 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.Applicants must be currently authorized to work in the United States on a full-time basis.Andersen Tax welcomes and encourages workforce diversity.

We are an equal opportunity employer.

Applicants and employees are considered for positions and are evaluated without regard to race, color, national origin, ancestry, religion, sexual orientation (including gender identity and gender expression), mental disability, physical disability, sex/gender (including pregnancy, childbirth, and related medical conditions), age, marital status, military status, veteran status, genetic information, or any other characteristic protected by federal, state or local laws or regulations.

All qualified individuals, including those with criminal histories, will be considered in a manner consistent with the requirements of applicable state and local laws.

Additionally, we make every effort to provide reasonable accommodations to qualified individuals with disabilities.ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTSID: 2021-4037External Company URL: ndersen.com/Employee Type: Regular