Tax Manager - Private Client Services

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Job summary

Andersen is seeking a Manager in our Private Client Services practice in San Diego, CA. The Manager will oversee multiple engagement teams, ensuring high-quality service for sophisticated clients.

Responsibilities include managing client communications, conducting tax return reviews, and mentoring junior staff. Ideal candidates should have 4+ years of experience in accounting, a relevant college degree, and strong leadership skills. Benefits include comprehensive insurance coverage and a salary range of $132,000-190,100.

Qualifications

• 4+ years relevant work experience in an accounting firm.
• At least 3 years of Private Client experience.
• Self-starter with initiative in a fast-paced environment.

Responsibilities

• Maintain communication with clients to ensure satisfaction.
• Conduct primary and secondary review of complex tax returns.
• Draft technical tax memoranda.

Skills

Organizational skills

Leadership skills

Tax software proficiency

Client communication

Project management

Education

Bachelor's degree in Accounting, Finance, or related

Advanced credential (CPA or JD)

Job description

Role

Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients.

Responsibilities

• 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 scheduling; strong ownership and committment in our people and clients.
• Supervise, train, mentor, and evaluate Intern, Associate 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 cleints. etc.)

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

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. The firm offers 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.

Equal Opportunity Employer

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 required by law.