Tax Senior Manager - Private Client Services

Andersen•San Diego, CA

42d•Onsite

About The Position

Andersen is a trailblazing force with the most extensive global presence among professional services organizations, offering a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We work with clients spanning every industry, regardless of their size, free from independence-related constraints that may hinder other firms. We are a community that thrives on diversity, inclusivity, and collaboration, focusing on employee development to help them flourish as leaders, colleagues, and trusted advisors. We provide world-class education, immersive experiences, and invaluable mentorship to support career growth. We believe in investing in employee potential to build a legacy. We encourage ambition, an entrepreneurial spirit, and a desire to be the best. The future of our employees mirrors the limitless possibilities of our future. Join us at Andersen to write the story of your success.

Requirements

6+ years relevant work experience in an accounting firm, with at least 5 years of Private Client experience.
Bachelor’s and/or advanced degree – Accounting, Finance, Economics or related degree (Preferred).
Advanced credential allowing for client representation before the Internal Revenue Service required (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.
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).

Responsibilities

Oversee multiple engagement teams for a wide range of sophisticated clients, including Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Engage in business development activities, such as preparing proposals, presenting in webinars, and collaborating with other service lines to present comprehensive tax strategies to prospective and current clients.
Maintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectively.
Conduct primary and secondary review of complex tax returns, including federal and state filings.
Draft technical tax memoranda.
Supervise, train, mentor, and evaluate Intern, Associate, and Senior Associates.
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, and buy/sell agreement planning.