Senior Tax Advisor, Private Client Services

Andersen; Costa Mesa (CA); Hybrid; USD 100,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off (PTO)

12 paid holidays

Job summary

Andersen, a premier private client services firm in the United States, seeks Senior Associates to support a range of sophisticated clients, including wealthy families and family offices. You will lead engagements, draft memoranda, and mentor junior staff while engaging with high-level tax planning and compliance work.

You will gain exposure to wealth transfer and strategic planning topics, with formal PCS training and direct access to senior tax leaders in a dynamic, growth-driven environment.

Qualifications

• 2+ years of tax experience.
• Bachelor’s and/or advanced degree (MAcc, MST, JD) in Accounting, Finance, Economics or related field.
• Advanced credential (CPA/JD) or pursuing one; IRS representation eligibility.
• Self-starter with ability to perform in a fast-paced environment.
• Proficient use of technology.

Responsibilities

• Review and prepare complex tax returns.
• Engage in tax planning and consulting processes.
• Collaborate with the engagement team to identify and research complex client issues.
• Draft technical tax memoranda.
• Provide regular updates to clients.
• Assist in project management of engagements.
• Supervise, train, and mentor Associates and Interns.
• Receive PCS and on-the-job training from top tax leaders.

Skills

Tax experience

IRS representation readiness

Client communication

Education

Bachelor’s degree

Advanced degree (MAcc, MST, JD)

Job description

Andersen, a premier private client services firm in the United States, seeks Senior Associates to support a range of sophisticated clients, including wealthy families and family offices. You will lead engagements, draft memoranda, and mentor junior staff while engaging with high-level tax planning and compliance work.

You will gain exposure to wealth transfer and strategic planning topics, with formal PCS training and direct access to senior tax leaders in a dynamic, growth-driven environment.