Tax Director - Private Client Services

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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.

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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 As a member of the Private Client Services practice, Tax Directors oversee the efforts of and work collaboratively with multiple client service teams on engagements for a variety of 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.

Conduct secondary review of and have ultimate responsibility for complex income tax returns, including federal and multi-state filings. This can include:

Individual & Trust Returns Understanding and / or experience in preparing partnership returns

Understanding and /or experience in preparing S corporation returns

Estate returns

Maintain active communication with clients to manage expectations, ensure excellent client service, ensure deadlines are met, and lead change efforts effectively.

Responsible for managing, developing, training, and mentoring Associates, Senior Associates, and Managers, and assessing performance for engagement reviews.

Take ownership in the day-to-day of the Office, including people engagement, scheduling and resource management, productivity, accountability, etc.

Participate in and help lead local office and firm-wide initiatives.

Plan, execute, direct, and complete tax projects; provide innovative tax planning, consulting, and compliance expertise to clients; design and implement tax-planning strategies for clients and manage to budget.

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.

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.) collaboratively and independently.

Responsible for practice development and asset management.

Prepare project billing and focus on firm profitability

The Requirements At least 8 years relevant work experience with an accounting firm, including at least 6 years of Private Client experience;

Bachelor’s and/or Master’s…