Tax Director - Private Client Services
Listed on 2025-12-23
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Finance & Banking
Accounting & Finance, Wealth Management, Financial Compliance, Corporate Finance
Tax Director – Private Client Services
Location:
Seattle, Washington
Division:
Private Client Services
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.
Responsibilities- Conduct secondary review of and have ultimate responsibility for complex income tax returns, including federal and multi‑state filings.
- Maintain active communication with clients to manage expectations, ensure excellent client service, ensure deadlines are met, and lead change efforts effectively.
- Manage, develop, train, and mentor Associates, Senior Associates, and Managers, and assess performance for engagement reviews.
- 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 and manage budget.
- Receive formal PCS and on‑the‑job training in daily interactions with top tax leaders on legislative changes, wealth transfer techniques, charitable giving strategies, buy‑sell agreement planning, etc.
- Engage in business development activities such as preparing proposals, presenting in webinars, and collaborating with other service lines to present a comprehensive tax strategy to prospective and current clients.
- 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 degree – Accounting, Finance, Economics or related degree (Preferred).
- Advanced credential allowing for client representation before the IRS required (i.e., CPA, JD, or EA).
- Demonstrated project management experience with strong organization skills and multi‑tasking abilities.
- Strong technical knowledge of complex Private Client related tax issues.
- Proven leadership and strong interpersonal skills.
- Excellent communication skills, both written and verbal.
- Proven high integrity and care to do the right thing.
- Excellent problem‑solving and analytical skills.
- Proficient use of technology.
- Base salary range (Seattle, Washington): $179,500 to $306,700 annually. Actual compensation based on qualifications, experience, and skill set.
- Medical, dental, vision, and basic life insurance coverage.
- 401(k) plan upon hire.
- 160 hours of paid time off annually and twelve paid holidays each calendar year.
- For a full listing of benefit offerings, visit the company’s careers page.
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).
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 as required by law.
Seniority level: Director
Employment type: Full‑time
Job function: Accounting/Auditing and Finance
Industries: Business Consulting and Services
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