Manager - Private Client Services

Andersen • Costa Mesa, CA

19h

About The Position

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.
Managers can expect to:
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;
Assist with tax audits and notices, including preparation of responses for IDR requests;
Manage resources and coordinate for scheduling needs. Strong ownership and committment in our people and clients;
Supervise train, mentor, and evaluate Intern, Associate and Senior Associates; and
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.
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 cleints. etc.

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.

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
• Assist with tax audits and notices, including preparation of responses for IDR requests
• Manage resources and coordinate for scheduling needs. Strong ownership and committment in our people and clients
• 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.
• 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 cleints. etc.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager