Senior Private Client Tax Associate

Andersen

San Diego, Northern (CA, KY)

Hybrid

USD 100,000 - 130,000

Full time

3 days ago
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Benefits offered by this job

Medical, dental, vision coverage
Basic life insurance
401(k) plan with company match
160 hours paid time off annually
Twelve paid holidays

Job summary

Andersen Tax LLC in San Diego, CA, seeks a Senior Associate for our Private Client Services practice to manage multiple engagements for sophisticated clients, including wealthy families and family offices.

You will review complex returns, engage in tax planning, draft memoranda, and mentor Associates while collaborating with engagement teams. Salary range in San Diego is $100,000–$130,000 with comprehensive benefits and professional growth opportunities.

Qualifications

  • 2+ years of tax experience required.
  • Advanced credential (CPA or JD) preferred or pursuing.
  • Self-starter with ability to manage in fast-paced environment.
  • Proficiency with tax software and technology.

Responsibilities

  • Review and prepare complex tax returns.
  • Engage in tax planning and consulting.
  • Collaborate with team to research issues and recommend solutions.
  • Draft technical tax memoranda.
  • Provide regular updates to clients.
  • Assist in project management of compliance and consulting engagements.
  • Mentor Associates and Interns; participate in training.

Skills

2+ years tax experience
Advanced credential (CPA/JD)
Self-starter
Tech savvy

Education

Bachelor’s or higher (MAcc, MST, JD)
GPA 3.0 minimum

Job description

Andersen Tax LLC in San Diego, CA, seeks a Senior Associate for our Private Client Services practice to manage multiple engagements for sophisticated clients, including wealthy families and family offices.

You will review complex returns, engage in tax planning, draft memoranda, and mentor Associates while collaborating with engagement teams. Salary range in San Diego is $100,000–$130,000 with comprehensive benefits and professional growth opportunities.

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