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Search Results Page 7 of 7

Job Post Information* : Posted Date 1 month ago(1/22/2024 10:01 AM)
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. Compensation and Benefits   Our firm offers competitive base compensation, benefits package, and a discretionary employee bonus program for eligible employees based on individual and firm performance metrics per the defined program guidelines. For individuals hired to work in New York City, the expected salary range for this role is $78,000 to $152,000; the actual salary offer can vary based upon employee qualifications.   Benefits: Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our firm’s 401(k) plan upon hire. We offer paid time off, beginning at 160 hours annually and provides twelve paid holidays throughout the calendar year. For a full listing of benefit offerings, please visit https://www.andersen.com/careers/faqs.    Compensation: In addition to competitive base compensation, our firm offers annual discretionary bonuses based on firm and individual performance, a discretionary long-term cash incentive program, and other forms of discretionary compensation that would be offered to the hired applicant in addition to their established salary range scale.
Job Locations
US-NY-New York
Job Post Information* : Posted Date 1 month ago(1/22/2024 9:59 AM)
The Client Service Advisor supports the Lead Advisors in all aspects of managing client  relationships. This includes but is not limited to anticipating client needs, portfolio construction, plan preparation, providing operational assistance and collaborating with other team members to seamlessly serve and advise clients   Client Service Advisors should expect to work with the advisory team to perform the following:   - Understand a client’s financial situation including their unique goals, time horizon and risk  tolerance - Using E-Money, work with lead advisor to prepare comprehensive financial plans. Be able to articulate the planning process, relevant strategies, data inputs, and software outputs; introduce both internal and external resources as necessary - Effectively articulate our investment philosophy and investment process - Coordinate and collaborate on the systematic preparation of investment recommendations, rebalancing, implementation and reporting on client portfolios - Pro-actively schedule pre-meetings and coordinate the preparation of meeting materials - Coordinate the preparation of individual tax returns and quarterly estimates; demonstrate proficiency in general tax concepts; proactively explore opportunities and make recommendations for tax planning - Onboard new clients in collaboration with operations, portfolio, and planning teams - Support operations, marketing and client service, as needed and/or requested - Review performance data for accuracy; understand details and concepts within the report - Following client meetings, own inputting meeting notes into CRM to ensure appropriate follow-up. - Maintain CRM data and review for Assist lead advisors in proactively communicating with clients, keep team informed of changes to a client’s situation, needs, or requests - Actively participate in team meetings and collaborate with other advisors and teams on best practices, goals, and initiatives for the practice - Assist with all clients as needed and/or requested - Understand exposure to risk, adhere to firm polices, and work with compliance/COO as necessary - Seek ongoing professional development opportunities to enhance technical, interpersonal and business development skills. This may include, but is not limited to attending seminars, internal and external conferences, networking events and participating in webinars and conference calls
Job Locations
US-VA-McLean
Job Post Information* : Posted Date 1 month ago(1/22/2024 9:58 AM)
Experienced 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. Experienced Associates can expect to: - Prepare complex state and local income tax returns; - Engage in the tax planning, consulting and controversy process for multiple clients; - Conduct research to remain current with legislative changes; - Draft memoranda and additional client deliverables; and - Assist with the preparation of Nexus Studies.  - 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.
Job Locations
US-TX-Houston
Job Post Information* : Posted Date 1 month ago(1/22/2024 9:56 AM)
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.
Job Locations
US-TX-Houston
Job Post Information* : Posted Date 1 month ago(1/22/2024 9:55 AM)
Experienced Associates in Private Client Services (PCS) support 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. Experienced Associates can expect to: - Engage in the Tax Preparation, Planning, Consulting and Research processes; 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.
Job Locations
US-TX-Dallas
Job Post Information* : Posted Date 1 month ago(1/22/2024 9:54 AM)
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.
Job Locations
US-TX-Dallas
Job Post Information* : Posted Date 1 month ago(1/22/2024 9:53 AM)
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.
Job Locations
US-TX-Dallas
Job Post Information* : Posted Date 1 month ago(1/22/2024 9:52 AM)
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.
Job Locations
US-MA-Boston
Job Post Information* : Posted Date 2 months ago(1/10/2024 6:21 PM)
Experienced Associates with the Corporate Tax Team serve on various engagement teams that work with a diverse client base, ranging from multi-national corporations to early stage startups. Experienced Associates can expect to: - Engage in the consulting, compliance, and research processes; - Prepare Tax Returns and ASC 740 Provisions; 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.
Job Locations
US-WA-Seattle
Job Post Information* : Posted Date 4 months ago(10/20/2023 12:07 PM)
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.
Job Locations
US-PA-Pittsburgh
Job Post Information* : Posted Date 4 months ago(10/20/2023 11:14 AM)
Senior Managers in our Commercial practice oversee multiple engagements for clients that range from multi-national corporations to early stage starts-ups.   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; - 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.
Job Locations
US-TX-Houston
Job Post Information* : Posted Date 4 months ago(10/20/2023 11:13 AM)
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.
Job Locations
US-TX-Houston
Job Post Information* : Posted Date 4 months ago(10/30/2023 1:05 PM)
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. Compensation and Benefits   Our firm offers competitive base compensation, benefits package, and a discretionary employee bonus program for eligible employees based on individual and firm performance metrics per the defined program guidelines. For individuals hired to work in San Francisco, the expected salary range for this role is $110,000 to $209,500; the actual salary offer can vary based upon employee qualifications. Benefits: Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our firm’s 401(k) plan upon hire. We offer paid time off, beginning at 160 hours annually and provides twelve paid holidays throughout the calendar year. For a full listing of benefit offerings, please visit https://www.andersen.com/careers/faqs.  Compensation: In addition to competitive base compensation, our firm offers annual discretionary bonuses based on firm and individual performance, a discretionary long-term cash incentive program, and other forms of discretionary compensation that would be offered to the hired applicant in addition to their established salary range scale.
Job Locations
US-CA-San Francisco
Job Post Information* : Posted Date 1 week ago(2/16/2024 9:23 AM)
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.
Job Locations
US-IL-Chicago
Job Post Information* : Posted Date 1 month ago(1/17/2024 3:57 PM)
Corporate Tax ASC 740 Managers serve as members of various client service teams. Corporate Tax ASC 740 Managers must possess strong technical knowledge of corporate and partnership tax planning, consulting, compliance and ASC 740 provision work. In addition to preparing and reviewing accounting for income taxes in accordance with ASC 740, Corporate Tax ASC 740 Managers participate in identifying value-added planning opportunities and communicating with clients and financial managers. Corporate Tax ASC 740 Managers must possess and maintain strong written and oral presentation skills, conduct research on various client issues, and supervise Senior Associates, Experienced Associates and Associates.  Participation in the professional growth and development of Associates and Senior Associates is also a key component of a Corporate Tax ASC 740 Manager’s responsibilities.   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. Compensation and Benefits   Our firm offers competitive base compensation, benefits package, and a discretionary employee bonus program for eligible employees based on individual and firm performance metrics per the defined program guidelines. For individuals hired to work in Long Island, the expected salary range for this role is $100,000 to $204,600; the actual salary offer can vary based upon employee qualifications.   Benefits: Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our firm’s 401(k) plan upon hire. We offer paid time off, beginning at 160 hours annually and provides twelve paid holidays throughout the calendar year. For a full listing of benefit offerings, please visit https://www.andersen.com/careers/faqs.     Compensation: In addition to competitive base compensation, our firm offers annual discretionary bonuses based on firm and individual performance, a discretionary long-term cash incentive program, and other forms of discretionary compensation that would be offered to the hired applicant in addition to their established salary range scale.
Job Locations
US-NY-New York