Tax 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. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll work with extraordinary clients spanning every industry, regardless of their size, free from independence-related constraints. We're 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.
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 US, family offices, owner-operated business entities, alternative investment fund principals, trusts, and estates.
- Maintain communication with clients to ensure satisfaction, meet deadlines, and remain current on legislative changes.
- Conduct primary and secondary review of complex tax returns – including federal and state filings.
- Draft technical tax memoranda.
- Assist with tax audits and notices, including preparation of responses for IDR requests.
- Manage resources and coordinate scheduling needs with strong ownership and commitment to people and clients.
- 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, and buy/sell agreement planning.
- 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.
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).
- 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
For individuals hired to work in San Diego, CA, 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
- Medical, dental, vision, and basic life insurance coverage for employees and their families.
- Enrollment in the firm’s 401(k) plan upon hire.
- 200 hours of paid time off annually, along with twelve paid holidays each calendar year.
Applicants must be currently authorized to work in the United States on a full-time basis upon hire.