Senior Manager - Private Client Services
About the role
Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated 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
- Engage in business development activities (prepare proposals, present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.)
- 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, buy/sell agreement planning, etc.
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
Pay
Salary Range: For individuals hired to work in Orange County, California, the expected base salary range for this role is $175,000 - $210,000. 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.