Private Client Tax Director - Wealth & Estate Advisory

Andersen; Costa Mesa (CA); On-site; USD 220,000 - 300,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Job summary

Andersen Tax is recruiting a Tax Director for the Private Client Services practice in California. The role oversees complex income tax returns and client engagements for wealthy families and family offices, providing innovative tax planning, compliance, and leadership within a collaborative team environment.

You will mentor Associates and Senior Associates, manage office operations, and contribute to business development while delivering exceptional client service.

Qualifications

• 8+ years of experience in an accounting firm with Private Client exposure.
• Bachelor’s and/or Master’s in Accounting, Finance, Economics or related field preferred.
• Advanced credential allowing for client representation before the IRS (CPA, JD, or EA).
• Proven project management skills and multi-tasking ability.
• Strong technical knowledge of Private Client tax issues.
• Proven leadership and interpersonal skills.
• Excellent written and verbal communication.

Responsibilities

• Oversee complex income tax returns (federal and multi-state) including individual, trust, partnership, S-corp and estate returns.
• Maintain client communication to manage expectations and ensure deadlines are met.
• Mentor Associates, Senior Associates, and Managers; manage engagement reviews.
• Lead day-to-day office operations, scheduling, and resource management.
• Participate in local and firm-wide initiatives; drive tax planning and client development strategies.
• Prepare billing and contribute to firm profitability.

Skills

Project management

Leadership

Communication

Analytical thinking

Tax knowledge

Education

Bachelor’s/Master’s in Accounting/Finance

CPA/EA/JD credential

Job description

Andersen Tax is recruiting a Tax Director for the Private Client Services practice in California. The role oversees complex income tax returns and client engagements for wealthy families and family offices, providing innovative tax planning, compliance, and leadership within a collaborative team environment.

You will mentor Associates and Senior Associates, manage office operations, and contribute to business development while delivering exceptional client service.