Senior Associate – Private Client Services jobs in United States
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Andersen · 14 hours ago

Senior Associate – Private Client Services

positionCosta Mesa, CA
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date2+ years exp

Andersen is a leading firm in Tax, Valuation, and Business Advisory, offering a dynamic environment for professional growth. The Senior Associate in Private Client Services will manage and support teams on various engagements for affluent clients, focusing on tax planning, consulting, and compliance.

Financial Services
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Growth OpportunitiesbadNo H1Bnote

Responsibilities

Review and prepare 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

Tax planningTax return preparationAdvanced credential (CPA/JD)Project managementResearch skillsTechnology proficiencyMentoringSelf-starter

Required

2+ years of relevant tax experience
Bachelor's and/or relevant advanced degree (MAcc, MST, JD)
Accounting, Finance, Economics or related (Preferred)
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

Company

Andersen

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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.
location
San Francisco, CA, US
people-size1001-5000 employees
web-link
http://www.Andersen.com

Funding

Current Stage
Late Stage

Leadership Team

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Mark Vorsatz
Global Chairman and CEO
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Steven Guidice
Managing Director, Chief Financial Officer
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Company data provided by crunchbase