Private Client Tax Senior Manager — Lead & Mentor Teams

Andersen

Costa Mesa (CA)

On-site

USD 175,000 - 210,000

Full time

14 days+

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Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

200 hours paid time off annually

12 paid holidays

Job summary

Andersen in Orange County, California, is seeking a Senior Manager for its Private Client Services practice. You will oversee multiple engagement teams serving high-net-worth clients, family offices, owner-operated businesses, and trusts, delivering complex tax strategies and wealth advice.

You will lead business development, maintain client relationships, review federal and state returns, draft technical memoranda, and mentor junior staff while receiving PCS training to stay ahead of tax law

Qualifications

6+ years relevant work experience in an accounting firm, with at least 5 years of Private Client experience.
Bachelor’s and/or advanced degree – Accounting, Finance, Economics or related degree (Preferred).
Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD).
Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment.
Proficient use of technology.

Responsibilities

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, etc.).
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;
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.