Tax Manager - Private Client Services

Andersen; Costa Mesa (CA); On-site; USD 132,000 - 190,100; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan enrollment

200 hours of paid time off annually

Twelve paid holidays each year

Job summary

A premier tax and business advisory firm is seeking a Manager for their Private Client Services. The role involves managing client communications, conducting tax return reviews, and mentoring junior staff. The ideal candidate should have over 4 years of experience, including 3 in Private Client services, and hold relevant qualifications such as a CPA or advanced degree in Accounting or Finance. Join us and contribute to elite client relationships while enjoying a competitive salary and comprehensive benefits package.

Qualifications

• 4+ years in accounting with 3 years in Private Client services.
• Strong management and project handling skills.
• Ability to thrive in a fast-paced environment.

Responsibilities

• Manage client communication and ensure satisfaction.
• Conduct complex tax return reviews.
• Supervise and mentor interns and associates.

Skills

Leadership skills

Organizational skills

Tax software proficiency

Self-starter initiative

Education

Bachelor’s degree in Accounting, Finance, or Economics

CPA or JD credential

Tools

Tax software

Job description

Application Notice

We encourage you to apply thoughtfully by selecting one position that best matches your qualifications and interests. You may submit up to two active applications at a time. Please consider your location choice carefully—we recommend applying where you envision building your future.

The Firm

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, because at Andersen, we are free from independence‑related constraints that may hinder other firms.

But that's not all; we're more than just a company; we're a community that thrives on diversity, inclusivity, and collaboration. 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.

We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. 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!

The Role

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

• 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.
• Assist with tax audits and notices, including preparation of responses for IDR requests.
• Manage resources and coordinate for scheduling needs. Strong ownership and commitment in our people and clients.
• Supervise, train, mentor, and evaluate Interns, Associates, and Senior Associates.
• 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.
• 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).

The Requirements

• 4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience.
• Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred).
• Advanced credential allowing for IRS client representation (i.e. CPA or JD).
• Strong organizational and leadership skills to enhance project management and client service.
• Self‑starter with the initiative to seek out opportunities and ability to work successfully in a fast‑paced, high‑pressure environment.
• Proficient use of tax software and relevant technology.

Compensation And Benefits

Our firm offers a competitive base salary and comprehensive benefits package designed to support the well-being, growth, and long‑term success of our people. We are committed to recognizing individual contributions and providing resources that enable our employees to thrive both personally and professionally.

Salary Range: For individuals hired to work in Orange County, the expected base salary range for this role is $132,000-190,100. Actual compensation will be determined based on the candidate’s qualifications, experience, and skill set.

Benefits: Employees (and their families) are eligible for medical, dental, vision, and basic life insurance coverage. Employees may enroll in the firm’s 401(k) plan upon hire. We offer 200 hours of paid time off annually, along with twelve paid holidays each calendar year. For a full listing of benefit offerings, please visit https://www.andersen.com/careers.

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.

ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS