Senior Private Client Tax Associate - Growth & Mentorship

Andersen Tax LLC; San Diego (CA); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Medical/Dental/Vision coverage

401(k) plan

Paid time off (160 hours)

12 paid holidays

Job summary

Andersen Tax LLC in San Diego, CA seeks Senior Associate in Private Client Services to manage and support multiple engagements for sophisticated clients, including wealthy families and family offices. You will review complex tax returns, plan and advise, and mentor associates.

The role emphasizes collaboration, research, and client communication with a focus on wealth management, trust and estate planning, and planning strategies.

Qualifications

• 2+ years of relevant tax experience.
• Bachelor’s and/or relevant advanced degree (MAcc, MST, JD).
• Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. 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.
• Draft technical tax memoranda.
• Provide regular updates to clients.
• Assist in project management of compliance and consulting engagements.
• Supervise, train and mentor Associates and Interns; 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.

Skills

Tax experience

Self-motivated

Proficient use of technology

Education

Bachelor’s degree or relevant advanced degree (MAcc, MST, JD)

Accounting, Finance, Economics or related (Preferred)

Job description

Andersen Tax LLC in San Diego, CA seeks Senior Associate in Private Client Services to manage and support multiple engagements for sophisticated clients, including wealthy families and family offices. You will review complex tax returns, plan and advise, and mentor associates.

The role emphasizes collaboration, research, and client communication with a focus on wealth management, trust and estate planning, and planning strategies.