Jobs
>
Boston

    Tax Senior Associate – Private Client Services - Boston, United States - Andersen

    Default job background
    Description

    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

    Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.

    Senior Associates can expect to:

    • Review and prepare complex tax returns;
    • Engage in the tax planning and consulting process;
    • Collaborate with engagement team to identify and research complex client issues and recommend solutions;
    • Draft technical tax memoranda;
    • Provide regular updates to clients;
    • Assist in project management of compliance and consulting engagements;
    • Supervise, train and mentor Associates and Interns; 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.
    • 2+ years of relevant tax experience;
    • Bachelor's and/or relevant advanced degree (MAcc, MST, JD);
      • Accounting, Finance, Economics or related (Preferred).
      • Minimum GPA: 3.0.
    • Advanced credential or desire to obtain 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.

    #LI-MK1



  • OM Financial Group Boston, United States

    **Responsibilities Include**: · - In collaboration with multiple Financial Advisors, lead all operational aspects of a pre-sale client experience, including preparing administrative paperwork, assisting in processing financial transactions, document requests, data management, on- ...


  • Wellesley Asset Management Boston, United States

    **Client Services Associate** · **Wellesley Asset Management, Inc. **is a growing Registered Investment Advisory (RIA) firm serving private clients, other RIAs, broker-dealers, institutional clients and investment professionals. Since 1991, we have specialized in managing convert ...


  • Gupta Media Boston, United States

    Gupta Media was founded 20 years ago on the idea that advertising could create huge leverage in our client's business. Our early work was focused on the entertainment industry, specifically live events (Boston Calling, among others) and recorded music (Sony Music, Universal Music ...


  • Business Management Firm Boston, United States

    We were founded on the principles of passion, high performance, innovation, and development. Working with a multitude of different clients across the region, we have found that taking a personalized approach and cultivating the relationships between clients and their consumers ha ...


  • CDP Boston, United States

    **Job Summary**: · The Client Services Manager will own a diverse portfolio of clients and will be responsible for ensuring the success of the direct marketing programs and other initiatives which drive the fundraising efforts of each Client. They will work closely with internal ...


  • CIBC Boston, United States

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...


  • Oppenheimer & Co. Inc. Boston, United States

    **Who We Are**: · Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securiti ...


  • Morgan Stanley Boston, United States

    Registered Client Service Associate** · Job Number: · 3249822 · POSTING DATE: Apr 10, 2024 · PRIMARY LOCATION: Americas-United States of America-Massachusetts-Boston · EDUCATION LEVEL: Bachelor's Degree · JOB: Wealth Management · EMPLOYMENT TYPE: Full Time · JOB LEVEL: Non-Exempt ...


  • BNY Mellon Boston, United States

    Overview · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custo ...


  • Action for Boston Community Development, Inc., (ABCD) Boston, United States

    Community Coordination handles direct case management services to clients currently at or below 200% of the Federal Poverty Line who live in Boston, Malden, Medford, and Everett. Join us as a **Neighborhood Client Services Coordinator** in creating a supportive and enriching envi ...


  • Radiant Innovations Logan, United States

    Palladio Partners is an owner-managed investment boutique specializing in providing independent advice to German institutional investors for investments in tangible assets, with a focus on infrastructure and private equity asset classes. The company employs approximately 80 emplo ...


  • PG Calc Cambridge, United States

    PG Calc is a small, well-established company providing software and services to charities and financial institutions in the specialized area of planned giving, a form of philanthropic giving. PG Calc enjoys an outstanding reputation for excellence and stellar client service. PG C ...


  • IMG Boston Revere, United States

    IMG Boston is a dynamic and innovative business development and consulting company dedicated to delivering exceptional client experiences. We pride ourselves on fostering a collaborative and inclusive work environment where individuals can grow and thrive. As we continue to expan ...


  • The Clarendon Team Boston, United States

    **Client Services/401K Coordinator** · Financial Services firm seeks full time Client Services/New Business Coordinator in our **Boston, MA** office location. Business hours are Monday through Friday, 8:00am - 5:00 pm. Upon completion of training there will be opportunity for hyb ...


  • Gallagher Boston, United States

    About Us: · Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, s ...


  • Brown Brothers Harriman Boston, United States

    What You Can Expect At BBH: · If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will p ...


  • Brown Brothers Harriman Boston, United States

    What You Can Expect At BBH: · If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will p ...


  • Baystate Financial Boston, United States

    **Registered Principal for Investment Operations** · Baystate Financial, a dynamic Financial Planning firm, is seeking a full-time Registered Principal to join our Investment Operations Team to coordinate investment accounts openings and manage client service requests. · Responsi ...


  • Morgan Stanley Boston, United States

    Private Wealth Management Registered Client Service Associate · Job Number: · 3252870 · POSTING DATE: May 23, 2024 · PRIMARY LOCATION: Americas-United States of America-Massachusetts-Boston · EDUCATION LEVEL: Refer to Position Description · JOB: Wealth Management · EMPLOYMENT TYP ...


  • KANDU Industries, Inc Milton, United States

    **Job description** · **Client Services Coordinator - Prevocational & ISP** · **Job Description: Client Services Coordinator** · Are you looking for your greater purpose? A rewarding position that you can be the Difference Maker? · As a Client Services Coordinator you have the ab ...