Andersen · 23 hours ago
Senior Associate – Private Client Services
San Diego, CA
Full-time
Onsite
Mid, Senior Level
$100K/yr - $130K/yr
2+ years expAndersen is a trailblazing firm in Tax, Valuation, and Business Advisory, offering a unique career experience. The Senior Associate in Private Client Services will manage and support teams on engagements for sophisticated clients, including wealthy families and family offices, focusing on tax planning, consulting, and project management.
Financial Services
No H1B
Responsibilities
Review complex tax returns
Engage in the tax planning and consulting process
Collaborate with engagement team to identify and research complex client issues and recommend solutions
Draft technical tax memoranda
Provide regular updates to clients
Assist in project management of compliance and consulting engagements
Supervise, train and mentor Associates and Interns
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
2+ years of relevant tax experience
Bachelor's and/or relevant advanced degree (MAcc, MST, JD)
Minimum GPA: 3.0
Advanced credential or desire to obtain advanced credential allowing for IRS client representation (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
Applicants must be currently authorized to work in the United States on a full-time basis upon hire
Preferred
Accounting, Finance, Economics or related
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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