Tax Manager - Private Client Services

About the role

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

• 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;
• Affiliate with tax audits and notices, including preparation of responses for IDR requests;
• Manage resources and coordinate for scheduling needs.

Requirements

• 4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience;
• Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred);
• Advanced credential allowing for IRS client representation (i.e. CPA or JD);
• Strong organizational and leadership skills to enhance project management and client service;
• Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment;
• Proficient use of tax software and relevant technology.

Pay

Salary Range: For individuals hired to work in Orange County, the expected base salary range for this role is $132,000-190,100. 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.