Manager - Private Client Services
Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. As a trailblazing force, we have the most extensive global presence among professional services organizations. You'll work with extraordinary clients spanning every industry, regardless of size, free from independence-related constraints that may hinder other firms. We foster a community that thrives on diversity, inclusivity, and collaboration, focusing on your development to help 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.
About the role
Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, including some of the wealthiest families in the U.S., family offices, owner-operated business entities, alternative investment fund principals, trusts, and estates.
- Engage in business development activities (e.g., prepare proposals, present in webinars, collaborate 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 interns, associates, and senior associates.
- Receive formal PCS and on-the-job training in daily interactions with top tax leaders to learn about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell agreement planning, etc.
Requirements
- 4+ years of relevant work experience in an accounting firm, with at least 3 years of Private Client experience.
- Bachelor’s and/or advanced degree in Accounting, Finance, Economics, or a related field (preferred).
- Advanced credential allowing for IRS client representation (e.g., 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 who require sponsorship for employment visa status now or in the future.
Pay
For individuals hired to work in Los Angeles, the expected base salary range for this role is $138,300 to $172,800. Actual compensation will be determined based on the candidate’s qualifications, experience, and skill set.
Benefits
- Medical, dental, vision, and basic life insurance coverage for employees and their families.
- Enrollment in the firm’s 401(k) plan upon hire.
- 160 hours of paid time off annually, plus twelve paid holidays each calendar year.
For a full listing of benefit offerings, visit https://www.andersen.com/careers.