Senior Associate – Private Client Services

Andersen • Costa Mesa, CA

3h

About The Position

Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Senior Associates can expect to:
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.

Requirements

• 2+ years of relevant tax experience
• Bachelor’s and/or relevant advanced degree (MAcc, MST, JD)
• Accounting, Finance, Economics or related (Preferred).
• Minimum GPA: 3.0.
• Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA or JD)
• Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment
• Proficient use of technology.
• 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).

Nice To Haves

• Accounting, Finance, Economics or related

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
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees