Associate – Private Client Services

Associate – Private Client Services – 2027

Location:

West Palm Beach, Florida.

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.

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. 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!

Private Client Services (PCS) Associates 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. Associates receive both formal Private Client Services and on‑the‑job training through daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell agreement planning, and more.

In addition to the preparation of tax returns, Associates also engage in the tax planning and consultation process for multiple complex clients. Associates will work as part of a team of problem solvers with vast consulting and industry experience, helping our clients solve complex business issues.

• Research tax laws, rules, and regulations and analyze their application to specific situations, resulting in drafting memorandums to defend decisions and/or outlining solutions to those issues.
• Participate in select phases of tax compliance engagements.
• Proactively seek guidance, clarification, and feedback.
• Support select projects demonstrating creative thinking and individual initiative while working as a team member.
• Demonstrate flexibility in prioritizing and completing tasks while exercising professional skepticism.

• Bachelor’s degree in Accounting, Finance, Economics, or related degree and/or an advanced degree in Accounting, Taxation, JD or LLM.
• Minimum GPA of 3.0.
• Strong leadership, multitasking and organizational skills.
• Self‑starter with initiative to seek out opportunities in a fast‑paced environment.
• Strong interpersonal skills.
• Ability to interact with various levels of client and firm management through both written and verbal communication.

Applicants must be currently authorized to work in the United States on a full‑time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H‑1B status).

Andersen Tax is an equal opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law.

All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities as required by law.