Manager - Private Client Services

Andersen; San Diego (CA); On-site; USD 132,000 - 190,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) plan

Paid time off

Job summary

Andersen in San Diego, CA seeks an experienced Manager for its Private Client Services (PCS) practice. You will oversee multiple engagement teams, guide tax planning, and mentor junior staff while delivering thoughtful, compliant client service to high-net-worth families and family offices.

The role emphasizes leadership, project management, and deep technical tax knowledge, with formal PCS and on-the-job training and opportunities for client development across the firm’s broad advisory platform.

Qualifications

• 4+ years of experience in an accounting firm, with at least 3 years in Private Client services.
• Bachelor’s and/or advanced degree in Accounting, Finance, Economics, or related field (preferred).
• Advanced credential allowing IRS client representation (CPA or JD).
• Strong organizational and leadership skills to enhance project management and client service.

Responsibilities

• Maintain communication with clients to ensure satisfaction, meet deadlines, and lead changes.
• 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 responses for IDR requests.
• Manage resources and coordinate scheduling needs; demonstrate ownership and commitment to clients.

Skills

Communication with clients

Leadership

Project management

Tax software proficiency

Education

Bachelor’s or advanced degree in Accounting/Finance/Economics

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 committment in our people and clients;
• 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.
• 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 cleints. etc.

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; and
• 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 San Diego, CA, 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 and to individuals with sincerely held religious beliefs, practices, or observances as required by law.

ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS