• Experienced Associate - Investment Consulting Services

    Job Post Information* : Posted Date 2 weeks ago(1/8/2019 4:37 PM)
    Location : Location
  • Overview

    Best-in-class service, stewardship, independence, seamlessness, and transparency – these are the five core values that define the talented professionals at Andersen Tax. We are committed to hiring highly motivated individuals who desire to enhance their career and make a distinct impact. Andersen Tax is one of the largest independent tax firms in the United States, providing a wide range of tax, valuation, financial advisory, and related consulting services to individuals, commercial clients, and alternative investment funds. Andersen Tax is the founding member of Andersen Global, an international association of legally separate, independent member firms with over 3,500 professionals worldwide. In the U.S., Andersen Tax has more than 1,000 personnel located in 19 cities across the country. Our team of top advisors has extensive backgrounds in international accounting firms, law firms, IRS, and state taxing authorities. We demonstrate our commitment to our people through programs like our Women’s, Veterans’, and Diversity initiatives, which allow us to maintain both a positive and supportive work environment. We aim to be the benchmark for quality in our industry and serve as the standard by which other firms are measured.


    At Andersen Tax, we offer a rewarding career path for exceptional and motivated individuals. From the moment your employment begins, you will be exposed to a wide variety of projects that will give you the opportunity to stand out and make a difference. Additionally, due to our favorable Managing Director to Associate ratio, you will receive significant hands-on mentoring from our senior professionals who are invested in your growth and development. We foster an environment based on learning and allow our employees to grow through hands-on work experience, participation in local office and national training programs, and strong mentoring relationships. Through our sustained growth and best-in-class service, we can offer substantial long-term career opportunities and the tools you need to become an emerging leader. If you want to be a part of a growing and exciting organization, then consider your opportunities with Andersen Tax – a name from the past, a firm for the future.


    Please view our website at www.andersentax.com for additional information on Andersen Tax.


    Andersen Tax offers competitive salaries and a comprehensive benefits package including medical, dental, vision, retirement programs, flexible spending accounts, tuition reimbursement, professional accreditation assistance, and other employee incentives.



    Investment Consulting Services (ICS) Associates serve as members of various client service teams and must possess strong technical knowledge of financial planning and transactions, including asset allocation, traditional and alternative investment instruments, and performance reporting and analysis. 


    Experienced Associates routinely engage in the following tasks:

    • Work with a broad base of high net worth and ultra-high net worth clients and assist in identifying and addressing issues as they arise.
    • Preparation of materials for use in client meetings including: strategic asset allocation, power-point agendas, performance reports, trade authorizations, cash flow analyses, and other materials as needed.
    • Work directly with senior management on implementing investment strategies based on client’s individual financial and investment objectives.
    • Conduct continuous research on various investment managers, products, strategies.
    • Communicate with external financial money managers as needed.
    • Actively follow and analyze market and economic conditions in order to apply trends and factors to client portfolios.

    Knowledge and Skill Requirements

    • Bachelor's degree in Accounting, Finance, Economics, or related degree and/or an advanced degree in Accounting, Taxation, JD or LLM;

    • A minimum GPA of 3.0;
    • At least 1 year of relevant work experience with an accounting firm, RIA, or wealth advisory firm;
    • Understanding of financial markets and interest in following economic, political and financial news
    • Strong leadership, multitasking and organizational skills;
    • Energetic and team focused
    • Excellent communication skills, both written and verbal;
    • Exceptional interpersonal skills and a natural facilitator;
    • Excellent problem solving and analytical skills;
    • Ability to listen to client needs and provide financial solutions;
    • Initiative to seek out opportunities in a fast-paced environment; and
    • Proficient use of technology including MS Excel and MS PowerPoint.


    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.


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