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

401(k) plan

Paid time off

Job summary

Andersen in Costa Mesa, California, seeks a Tax Director to oversee tax compliance and manage client relationships. This role entails preparing complex tax returns and leading a team of Associates while ensuring high standards of client service.

The ideal candidate will have at least 8 years of relevant experience, advanced credentials, and strong leadership skills. A competitive salary between $220,000 and $300,000 and comprehensive benefits are offered.

Qualifications

• Minimum 8 years relevant work experience in accounting, including 6 years in Private Client.
• Advanced project management and multi-tasking skills.
• Proficient use of technology.

Responsibilities

• Oversee complex income tax returns and ensure compliance.
• Manage client relationships and expectations effectively.
• Lead and mentor Associates and Senior Associates.
• Engage in business development activities.

Skills

Project management experience

Technical knowledge of tax issues

Interpersonal skills

Communication skills

Problem solving skills

Analytical skills

Education

Bachelor’s or Master’s degree in Accounting, Finance, Economics

Advanced credential (CPA, JD, or EA)

Job description

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.

Responsibilities

• 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.

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.
• 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.