Senior Manager, Private Client Tax & Wealth Advisory

Andersen; San Diego (CA); On-site; USD 175,000 - 210,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off 200 hours annually

Twelve paid holidays

Job summary

Andersen is seeking a Senior Manager to lead multiple engagement teams within the Private Client Services (PCS) practice, serving high-net-worth clients including family offices and owner-operated businesses.

You will engage in business development, supervise and mentor staff, review complex tax returns, and draft technical memoranda while advancing wealth-transfer and tax strategies. Competitive compensation in San Diego, with full benefits.

Qualifications

• 6+ years of 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 IRS (CPA or JD).
• Self-starter with initiative to seek opportunities in a fast-paced environment.
• Proficient use of technology.

Responsibilities

• Engage in business development activities (proposals, webinars, cross-line collaboration).
• Maintain communication with clients to ensure satisfaction and meet deadlines; stay current on legislative changes.
• Conduct primary and secondary review of complex tax returns – federal and state filings.
• Draft technical tax memoranda.

Skills

Client communication

Leadership

Business development

Self-starter

Proficient with technology

Education

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

Job description

Andersen is seeking a Senior Manager to lead multiple engagement teams within the Private Client Services (PCS) practice, serving high-net-worth clients including family offices and owner-operated businesses.

You will engage in business development, supervise and mentor staff, review complex tax returns, and draft technical memoranda while advancing wealth-transfer and tax strategies. Competitive compensation in San Diego, with full benefits.