Senior Tax Associate, Private Client Services

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Basic life insurance

401(k) plan

Paid time off (160 hours)

Job summary

Andersen Tax LLC in San Diego, CA, seeks Senior Associates for our Private Client Services practice to manage multiple engagements for wealthy clients and family offices. You will review complex tax returns, contribute to planning, and mentor junior staff.

The role offers formal PCS training and exposure to wealth transfer strategies, buy/sell planning, and regulatory changes within a dynamic, high-performance team.

Qualifications

• 2+ years of relevant tax experience.
• Bachelor’s and/or relevant advanced degree (MAcc, MST, JD).
• Minimum GPA: 3.0.

Responsibilities

• Review and prepare complex tax returns.
• Engage in tax planning and consulting.
• Collaborate with team to research issues and draft solutions.
• Supervise and mentor Associates and Interns.
• Provide regular updates to clients and manage engagements.

Skills

Tax experience

Self-starter

Technology proficiency

Education

Bachelor’s degree

MAcc MST JD

GPA 3.0

Job description

Andersen Tax LLC in San Diego, CA, seeks Senior Associates for our Private Client Services practice to manage multiple engagements for wealthy clients and family offices. You will review complex tax returns, contribute to planning, and mentor junior staff.

The role offers formal PCS training and exposure to wealth transfer strategies, buy/sell planning, and regulatory changes within a dynamic, high-performance team.