Tax Senior – Private Client Services

Andersen•Costa Mesa, CA

3d•Onsite

About The Position

Andersen is a trailblazing force with the most extensive global presence among professional services organizations, offering expertise in Tax, Valuation, and Business Advisory. The firm fosters a community that thrives on diversity, inclusivity, and collaboration, focusing on employee development through world-class education, immersive experiences, and mentorship. They encourage ambition and an entrepreneurial spirit, offering limitless possibilities for career growth.

Requirements

2+ years of relevant tax experience
Bachelor’s and/or relevant advanced degree (MAcc, MST, JD)
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 (Preferred)

Responsibilities

Manage and support their team on multiple engagements 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.
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.