Senior Private Client Tax Advisor

Andersen; Los Angeles (CA); On-site; USD 99,000 - 124,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Paid holidays

Job summary

Andersen is recruiting a Senior Associate for its Private Client Services practice in Los Angeles. You will manage and support multiple engagements for sophisticated clients, including wealthy families, family offices, and trusts.

Expect involvement in tax returns, planning, client communication, and project oversight. The role emphasizes leadership, mentorship, and ongoing training with top tax leaders to stay ahead of legislative changes and wealth transfer techniques.

Qualifications

• 2+ years of tax experience.
• Bachelor’s degree or advanced credential (MAcc, MST, or JD).
• Advanced credential or desire to obtain credential for IRS representation (e.g., CPA or JD).

Responsibilities

• 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 and wealth transfer strategies.

Skills

Tax experience

Team leadership

Communication

Self-starter

Education

Bachelor’s degree; MAcc, MST, or JD preferred

Job description

Andersen is recruiting a Senior Associate for its Private Client Services practice in Los Angeles. You will manage and support multiple engagements for sophisticated clients, including wealthy families, family offices, and trusts.

Expect involvement in tax returns, planning, client communication, and project oversight. The role emphasizes leadership, mentorship, and ongoing training with top tax leaders to stay ahead of legislative changes and wealth transfer techniques.