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Senior Manager / Director - Private Client Services
Finance & Investment Industry Company
Old Greenwich, CT, United States
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Best-in-class service, stewardship, independence, seamlessness, and transparency – these are the five core values that define the talented professionals at Company. We are committed to hiring highly motivated individuals who desire to enhance their career and make a distinct impact. Company 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. Company has a worldwide presence through the member firms and collaborating firms of Andersen Global. In the U.S., Company 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, the 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 Company, 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 Company – a name from the past, a firm for the future.
Please view our website at Company website for additional information on Company.
Company 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.
Description:
Private Client Service (PCS) Tax Senior Managers / Directors serve as members of various client service teams. Managers must possess strong technical knowledge of individual and partnership tax planning, consulting and compliance. In addition to the preparation and review of tax returns, Senior Managers / Director participate in identifying client issues and communicating with clients and financial managers. Senior Managers / Directors must possess and maintain strong written and oral presentation skills, conduct research on various client issues, and supervise Managers, Senior Associates, Experienced Associates and Associates.
Knowledge and Skill Requirements:
• Bachelor’s degree in Accounting, Finance, Economics or related degree preferred;
• Advanced credential preferred (i.e. CPA, JD, CFP or CFA);
• At least 8 years relevant work experience with an accounting firm, including at least 4 years of Private Client Services experience;
• Leadership and organizational skills;
• Excellent communication skills, both written and verbal;
• Exceptional interpersonal skills and a natural facilitator;
• Excellent problem solving and analytical skills; and
• Proficient use of technology including MS Excel.
Applicants must be currently authorized to work in the United States on a full-time basis.
Company is an equal opportunity employer and prohibits each and every form of unlawful employment discrimination as delineated by federal, state or local law. Company welcomes and encourages workforce diversity.
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