Andersen · 10 hours ago
Tax Senior Manager - Private Client Services
San Francisco, CA
Full-time
Onsite
Senior Level
$160K/yr - $254K/yr
6+ years expAndersen is a leading firm in Tax, Valuation, and Business Advisory services. The Senior Manager in Private Client Services will oversee multiple engagement teams for sophisticated clients, including wealthy families and family offices, while engaging in business development activities and ensuring client satisfaction.
Financial Services
No H1B
Hiring Manager
Derek Cook
Responsibilities
Engage in business development activities (i.e. 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
Qualification
Required
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
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 160 hours of paid time off annually, along with twelve paid holidays each calendar year.
Company
Andersen
Andersen is the founding member of Andersen Global, an international association of legally separate, independent member firms with more than 50,000 professionals worldwide, over 3,000 global partners, and a presence in over 1,000 locations in more than 180 countries worldwide.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Mark Vorsatz
Global Chairman and CEO
Steven Guidice
Managing Director, Chief Financial Officer
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