Senior Associates with our State & Local Tax (SALT) practice serve on various engagement teams that support a wide range of clients, ranging from Fortune 500 companies to venture-backed startups.
Senior Associates can expect to:
- Review and prepare state and local income tax returns;
- Provide tax controversy audit support;
- Assist in project management of compliance/consulting engagements and identify client solutions;
- Conduct research to remain current with legislative changes;
- Draft and review memoranda and additional client deliverables;
- Assist with the preparation and review of Nexus Studies;
- Supervise and mentor Associates and Interns;
- Receive formal State & Local tax training, on the job training, direct feedback from top tax leaders, and the opportunity to pursue additional training through internal and external resources.
Senior Managers with our State & Local Tax (SALT) practice oversee and complete tax projects, provide innovative tax planning, consulting, and compliance for a variety of clients, ranging from Fortune 500 companies to venture backed startups.
Senior Managers can expect to:
- Collaborate with Federal Tax Compliance Groups to ensure a comprehensive multi-jurisdictional tax strategy;
- Manage and review state and local aspects of income tax provisions prepared under ASC 740;
- Review state and local income tax returns;
- Provide tax controversy audit support;
- Lead consulting projects, including nexus and unitary analysis, and identify client solutions;
- Conduct research to remain current with legislative changes;
- Review memoranda and additional client deliverables;
- Supervise, mentor, train, and evaluate Seniors, Associates, and Interns;
- Engage in business development activities (i.e., prepare proposals, present in webinars, etc.)
State and Local Tax (SALT) Experienced Associates serve as members of various client service teams. Experienced Associates receive both formal and on-the-job training to hone and develop their technical knowledge. Experienced Associates prepare corporate state and local income tax filings, extensions, estimates and all supporting state apportionment, taxable income and modification workpapers.
In addition to the preparation of state and local tax returns, Experienced Associates participate in the state and local tax planning, modeling, conduct research and consult on a variety of matters for corporate clients
Senior 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.
Senior 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.
As a member of the Commercial practice, Directors oversee the efforts of multiple client service teams on engagements for a variety of clients, from fast growing early-stage to large multinational public companies. Directors plan, execute, direct, and complete tax projects; provide innovative tax planning, consulting, and compliance expertise to clients; market, design, and implement tax-planning strategies for clients and manage to budget. Directors conduct secondary review of, and have ultimate responsibility for, complex tax returns including federal and state filings, as well as provide ASC 740 tax provision support.
Directors maintain active communication with clients to manage expectations, ensure satisfaction, ensure deadlines are met, and lead change efforts effectively. Directors are responsible for managing, developing, training, and mentoring Associates and Managers on tax projects and assessing performance for engagement reviews.
Managers in our Commercial practice oversee multiple engagements for clients that range from multi-national corporations to early stage starts-ups.
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;
- Provide ASC 740 tax provision support and review preparation;
- Supervise train, mentor, and evaluate Interns, Associates and Senior Associates; and
- Receive formal corporate tax training, on the job training, direct feedback from top tax leaders, and the opportunity to pursue additional training through internal and external resources.
Senior Associates in our Commercial practice will engage in the tax planning and consulting process for a wide range of clients, varying from multi-national corporations to early stage start-ups.
Seniors can expect to:
- Prepare and review ASC 740 tax provisions;
- Review and prepare tax returns;
- 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 corporate tax training, on the job training, direct feedback from top tax leaders, and the opportunity to pursue additional training through internal and external resources.
As a member of the Alternative Investment Funds practice, Directors oversee the efforts of multiple client service teams on engagements for a variety of clients, including hedge funds, private equity, fund of funds, and venture capital. Directors plan, execute, direct, and complete tax projects; provide innovative tax planning, consulting, and compliance expertise to clients; market, design, and implement tax-planning strategies for clients and manage to budget. Directors conduct secondary review of, and have ultimate responsibility for, complex tax returns related to alternative investments for both national and foreign entities.
Directors maintain active communication with clients to manage expectations, ensure satisfaction, ensure deadlines are met, and lead change efforts effectively. Directors are responsible for managing, developing, training, and mentoring Associates and Managers on tax projects, and assessing performance for engagement reviews.
Senior Managers in our Alternative Investment Funds practice oversee and complete tax projects; provide innovative tax planning, consulting, and compliance for a variety of clients, including hedge funds, private equity, real estate, fund of funds and venture capital.
Senior Managers can expect to:
- Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to market comprehensive tax strategies for prospective 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 federal and state tax returns.
- Supervise, train, mentor and evaluate the performance of Seniors, Associates, and Interns.
Alternative Investment Funds (Private Equity, Family Office, Venture Capital) Managers serve as members of various client service teams. Managers must possess strong knowledge of financial reporting and back office operations related to alternative investment funds. In addition to the preparation and review of financial statements, Managers participate in client issues resolution, investor relations, and communicate directly with clients and financial management. Managers mentor junior team members and serve as Career Advisors.
Managers can expect to:
- Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to market comprehensive tax strategies for prospective clients, etc.);
- Maintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectively;
- Supervise train, mentor, and evaluate Interns, Associates and Senior Associates; and
- Receive formal training, on the job training, direct feedback from practice leaders, and the opportunity to pursue additional training through internal and external resources.
Senior Associates in our Alternative Investment Funds practice, Senior Associates work directly with Management as they engage in the tax planning, consulting, and compliance process for a variety of complex clients, including hedge funds, private equity, real estate, fund of funds and venture capital.
Senior Associates can expect to:
- Review and prepare tax returns.
- Continue to build their technical knowledge of tax planning, consulting, and compliance, for national and foreign entities through formal and on the job training.
- Consistently work with management to identify and research complex client issues.
- Provide regular updates to clients.
- Assist in project management of compliance and consulting engagements.
- Supervise and participate in the professional development of Associates and Interns; and
- Receive formal tax training related to Alternative Investment Funds, on the job training, direct feedback from top tax leaders, and the opportunity to pursue additional training through internal and external resources.
As a member of the Private Client Services practice, Tax Directors oversee the efforts of multiple client service teams on engagements for a variety of clients including entrepreneurs, executives, partnerships, closely-held businesses, estates, and trusts. Directors plan, execute, direct, and complete tax projects; provide innovative tax planning, consulting, and compliance expertise to clients; market, design, and implement tax-planning strategies for clients and manage to budget.
Directors conduct secondary review of, and have ultimate responsibility for, complex income tax returns including federal and multi-state filings. Directors maintain active communication with clients to manage expectations, ensure satisfaction, ensure deadlines are met, and lead change efforts effectively. Directors are responsible for managing, developing, training, and mentoring Associates and Managers on tax projects, and assessing performance for engagement reviews.
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.
Experienced Associates in Tax Services work as members of various client service teams.
Experienced Associates can expect to:
- Engage in the tax preparation, tax returns, tax planning and consulting processes;
- Collaborate with each engagement team to identify and research client problems and propose possible solutions; and
- Receive formal tax training, on the job training, direct feedback from top tax leaders, and the opportunity to pursue additional training through internal and external resources.
The Andersen Tax SALT team serves clients from the Fortune 500 to venture-backed startups and their owners. We are seeking a Tax Assistant to join this multi-faceted team to focus on Sales & Use Tax compliance and to provide administrative support to the Indirect Tax practice.
Primary can expect to:
- Prepare account reconciliations;
- Prepare sales & use tax returns, property tax returns, business license and other tax returns;
- Scan documents into an electronic filing system, copy and packaging returns;
- Assist with document and/or extension preparation; and
- Engage in administrative duties and projects, as appropriate.
Senior Associates in our Alternative Investment Funds practice, Senior Associates work directly with Management as they engage in the tax planning, consulting, and compliance process for a variety of complex clients, including hedge funds, private equity, real estate, fund of funds and venture capital.
Senior Associates can expect to:
- Review and prepare tax returns.
- Continue to build their technical knowledge of tax planning, consulting, and compliance, for national and foreign entities through formal and on the job training.
- Consistently work with management to identify and research complex client issues.
- Provide regular updates to clients.
- Assist in project management of compliance and consulting engagements.
- Supervise and participate in the professional development of Associates and Interns; and
- Receive formal tax training related to Alternative Investment Funds, on the job training, direct feedback from top tax leaders, and the opportunity to pursue additional training through internal and external resources.
Senior Managers with our Private Accounting Solutions practice oversee and complete accounting projects; provide innovative accounting planning and consulting for a variety of clients, including family offices and owner operated business entities.
Senior Managers can expect to:
- Engage in business development activities (i.e. prepare proposals, present in webinars, etc.)
- Maintain active communication with clients to ensure satisfaction, meet deadlines, and lead change effectively;
- Conduct primary and secondary review of complex accounting and financial reporting issues, to ensure compliance with US GAAP basis as well as Other Comprehensive Basis of Accounting (OCBOA);
- Identify and resolve financial-related issues;
- Perform advanced accounting research with written conclusions;
- Supervise train, mentor, and evaluate Interns, Paraprofessionals, Associates, and Senior Associates; and
- Receive formal training, on the job training, direct feedback from industry leaders, and the opportunity to pursue additional training through internal and external resources.
At Andersen, we’re growing our Global Mobility practice and searching for ambitious, self-motivated, and experienced professionals. The Global Mobility services team assists with assignment planning and execution including US and foreign tax considerations.
Candidates must be experienced in partnering with corporate clients to deliver cohesive global tax, HR, payroll, equity consulting and compliance services.
Responsibilities:
Provide best in class service and work closely with Managers, Senior Managers, and leadership to support the success of our corporate clients and their assignees. Specifically:
- Review tax equalization policies and implement processes;
- Review assignment letters and agreements for tax language and provide advice to customers regarding best practices;
- Advise on U.S. payroll reporting (hypothetical tax, equity reporting etc.);
- Review tax calculations (cost projections, net-pay calculations, individual US income tax returns for international taxpayers), finalize compensation reviews and other ad hoc items;
- Ensure compliance with applicable authorities while identifying options for minimizing tax and reporting burdens;
- Provide detailed review of individual tax returns, conduct comprehensive tax research and strategic planning relating to cross-border employees;
- Proactively maintain regular communication with clients (employees and individuals);
- Perform comprehensive tax research and planning;
- Actively supervise Associates and Interns.
Senior Associates with our Valuation practice serve as members of various client service teams. Senior Associates must have strong technical knowledge of valuations of closely held companies, intangible assets, debt instruments, and other assets for tax and financial statement reporting, mergers and acquisitions, strategic planning, and other purposes.
Senior Associates can expect to:
- Perform company, industry and market research to identify client solutions;
- Produce spreadsheet models;
- Perform financial analysis;
- Write Reports;
- Manage data inventory;
- Assist in project management;
- Supervise, train, and mentor Associates and Interns; and
- Receive formal training related to Valuation, on the job training, direct feedback from industry leaders, and the opportunity to pursue additional training through internal and external resources.
Managers with our Valuation practice serve as members of various client service teams. Managers must have strong technical knowledge of valuations of closely held companies, intangible assets, debt instruments, and other assets for tax and financial statement reporting, mergers and acquisitions, strategic planning, and other purposes.
Managers can expect to:
- Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to market comprehensive tax strategies for prospective clients, etc.)
- Manage the execution of client engagements;
- Communicate with clients and financial management;
- Conduct research on various client issues;
- Supervise, train, mentor and evaluate Seniors, Associates and Interns; and
- Receive formal training related to Valuation, on the job training, direct feedback from industry leaders, and the opportunity to pursue additional training through internal and external resources.
