Senior Associate – Private Client Services

Andersen; Los Angeles (CA); On-site; USD 98,900 - 124,400; Full time

Benefits offered by this job

Medical insurance

401(k) plan

Paid time off

Paid holidays

Job summary

Andersen is seeking a Senior Associate in their Private Client Services practice located in Los Angeles. This role involves managing complex tax returns and providing consulting services to sophisticated clients, including wealthy families and family offices.

Ideal candidates should have 2+ years of tax experience, a relevant bachelor’s or advanced degree, and a minimum GPA of 3.0. Andersen offers a competitive salary range of $98,900 - $124,400 along with comprehensive benefits.

Qualifications

• 2+ years of relevant tax experience.
• Minimum GPA: 3.0.
• Experience in a fast-paced, high-pressure environment.

Responsibilities

• Review and prepare complex tax returns.
• Engage in the tax planning and consulting process.
• Collaborate with engagement team on complex client issues.
• Provide updates to clients.
• Assist in project management of engagements.
• Supervise, train and mentor Associates and Interns.

Skills

Advanced credentialing (CPA or JD)

Tax planning and consulting

Proficient use of technology

Self-starter

Education

Bachelor’s degree in Accounting, Finance, or Economics

Relevant advanced degree (MAcc, MST, JD)

Job description

Application Notice

Minimum GPA: 3.0.

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

Senior Associates in our Private Client Services practice manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Trusts and Estates.

Senior Associates Can Expect To

• Review and prepare complex tax returns;
• Engage in the tax planning and consulting process;
• Collaborate with engagement team to identify and research complex client issues and recommend solutions;
• Provide regular updates to clients;
• Assist in project management of compliance and consulting engagements;
• Supervise, train and mentor Associates and Interns;
• 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, etc.

Requirements

• 2+ years of relevant tax experience;
• Bachelor’s and/or relevant advanced degree (MAcc, MST, JD);
• Accounting, Finance, Economics or related (Preferred);
• Minimum GPA: 3.0;
• Advanced credential or desire to obtain advanced credential allowing for IRS client representation (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.

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 Los Angeles, the expected base salary range for this role is $98,900 - $124,400. 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 160 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.

Authorized Employment

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).

EEO Statement

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.

Notice For Job Applicants

ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS