At Andersen Tax LLC (“Andersen”), we offer a rewarding career path for exceptional, motivated, and entrepreneurial individuals. From the moment your employment begins, you will be exposed to a variety of projects giving you the opportunity to stand out and make a difference. Because of our favorable Managing Director to Associate ratio, you will receive hands-on mentoring from firm leaders that prioritize your growth and development.
Once you join the team, you will become well-acquainted with our core values: Best-in-Class, Stewardship, Independence, Seamlessness, and Transparency. These are the qualities that define Andersen professionals.
Know that through our sustained growth and best-in-class service, we offer substantial long-term career opportunities and the tools necessary to be an emerging leader. If you want to be a part of a growing and exciting organization, then consider your opportunities with Andersen – a name from the past, a firm for the future.
The RoleThe 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 toleranceUsing 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 necessaryEffectively articulate our investment philosophy and investment process Coordinate and collaborate on the systematic preparation of investment recommendations, rebalancing, implementation and reporting on client portfoliosPro-actively schedule pre-meetings and coordinate the preparation of meeting materialsCoordinate the preparation of individual tax returns and quarterly estimates; demonstrate proficiency in general tax concepts; proactively explore opportunities and make recommendations for tax planningOnboard new clients in collaboration with operations, portfolio, and planning teamsSupport operations, marketing and client service, as needed and/or requestedReview performance data for accuracy; understand details and concepts within the reportFollowing 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 requestsActively 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 requestedUnderstand exposure to risk, adhere to firm polices, and work with compliance/COO as necessarySeek 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 The Requirements Bachelor’s degree, preferably in finance, economics, accounting or business2+ years of experience, preferably in the wealth management industryGeneral understanding of tax, estate, and financial planning conceptsDesire to pursue (or already earned) a professional designation (CFP®, CPWA®, CIMA® preferred)Team player; advanced problem-solving skills; well organized and a strong attention to detail; excellent attitude and client service orientedAbility to think openly about how to solve problems and adapt to new situations
Applicants must be currently authorized to work in the United States on a full-time basis.
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.
ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS