Tax Director - Private Client Services

Andersen; Costa Mesa (CA); On-site; USD 220,000 - 300,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Job summary

Andersen Tax is recruiting a Tax Director for the Private Client Services practice in California. The role oversees complex income tax returns and client engagements for wealthy families and family offices, providing innovative tax planning, compliance, and leadership within a collaborative team environment.

You will mentor Associates and Senior Associates, manage office operations, and contribute to business development while delivering exceptional client service.

Qualifications

• 8+ years of experience in an accounting firm with Private Client exposure.
• Bachelor’s and/or Master’s in Accounting, Finance, Economics or related field preferred.
• Advanced credential allowing for client representation before the IRS (CPA, JD, or EA).
• Proven project management skills and multi-tasking ability.
• Strong technical knowledge of Private Client tax issues.
• Proven leadership and interpersonal skills.
• Excellent written and verbal communication.

Responsibilities

• Oversee complex income tax returns (federal and multi-state) including individual, trust, partnership, S-corp and estate returns.
• Maintain client communication to manage expectations and ensure deadlines are met.
• Mentor Associates, Senior Associates, and Managers; manage engagement reviews.
• Lead day-to-day office operations, scheduling, and resource management.
• Participate in local and firm-wide initiatives; drive tax planning and client development strategies.
• Prepare billing and contribute to firm profitability.

Skills

Project management

Leadership

Communication

Analytical thinking

Tax knowledge

Education

Bachelor’s/Master’s in Accounting/Finance

CPA/EA/JD credential

Job description

The Firm

Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!

At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.

But that's not all; we're more than just a company; we're a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top.

We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success!

The Role

As a member of the Private Client Services practice, Tax Directors oversee the efforts of and work collaboratively with multiple client service teams on engagements for a variety of clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.

• Conduct secondary review of and have ultimate responsibility for complex income tax returns, including federal and multi-state filings. This can include:
  • Individual & Trust Returns
  • Understanding and / or experience in preparing partnership returns
  • Understanding and /or experience in preparing S corporation returns
  • Estate returns
• Maintain active communication with clients to manage expectations, ensure excellent client service, ensure deadlines are met, and lead change efforts effectively.
• Responsible for managing, developing, training, and mentoring Associates, Senior Associates, and Managers, and assessing performance for engagement reviews.
• Take ownership in the day-to-day of the Office, including people engagement, scheduling and resource management, productivity, accountability, etc.
• Participate in and help lead local office and firm-wide initiatives.
• Plan, execute, direct, and complete tax projects; provide innovative tax planning, consulting, and compliance expertise to clients; design and implement tax-planning strategies for clients and manage to budget.
• 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.
• Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.) collaboratively and independently.
• Responsible for practice development and asset management.
• Prepare project billing and focus on firm profitability

The Requirements

• At least 8 years relevant work experience with an accounting firm, including at least 6 years of Private Client experience;
• Bachelor’s and/or Master’s degree – Accounting, Finance, Economics or related degree (Preferred);
• Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA, JD, or EA);
• Demonstrated project management experience with strong organization skills and multi-tasking abilities.
• Strong technical knowledge of complex Private Client related tax issues
• Proven leadership and strong interpersonal skills;
• Excellent communication skills, both written and verbal;
• Proven high integrity and care to do the right thing;
• Excellent problem solving and analytical skills; and
• Proficient use of technology.

Compensation and Benefits

Our firm offers a competitive base salary and comprehensive benefits package designed to support the well-being, growth, and long-term success of our people. We are committed to recognizing individual contributions and providing resources that enable our employees to thrive both personally and professionally.

Salary Range: For individuals hired to work in Orange County, California, the expected base salary range for this role is $220,000 to $300,000. Actual compensation will be determined based on the candidate’s qualifications, experience, and skill set.

Benefits: Employees (and their families) are eligible for medical, dental, vision, and basic life insurance coverage. Employees may enroll in the firm’s 401(k) plan upon hire. We offer 200 hours of paid time off annually, along with twelve paid holidays each calendar year. For a full listing of benefit offerings, please visit https://www.andersen.com/careers.

Applicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status).

Andersen Tax is an equal opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities and to individuals with sincerely held religious beliefs, practices, or observances as required by law.

ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS