Manager - Private Client Services

Andersen Tax Llc

$138K — $172K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years of relevant experience in an accounting firm
  • At least 3 years of Private Client experience
  • Bachelor's or advanced degree in Accounting, Finance, Economics or related field preferred
  • Advanced credential for IRS client representation (e.g., CPA or JD)
  • Self-starter with initiative and ability to work in high-pressure environments
  • Proficient in technology.

Responsibilities

  • Engage in business development activities such as proposal preparation and presentations
  • Maintain effective communication with clients to ensure satisfaction and meet deadlines
  • Conduct reviews of complex tax returns for federal and state filings
  • Draft technical memoranda on tax matters
  • Supervise, mentor, and evaluate interns and associates
  • Receive hands-on training with senior tax leaders on complex tax topics

Benefits

  • Medical, dental, vision, and basic life insurance coverage
  • 401(k) plan available upon hire
  • 160 hours of paid time off annually
  • Twelve paid holidays each calendar year
Full Job Description
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: • 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; 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. The 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); • Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and • Proficient use of technology. Compensation and Benefits Our firm offers a competitive base salary and comprehensive benefits package designed to support the well-being, growth, and long-term success of our people. We are committed to recognizing individual contributions and providing resources that enable our employees to thrive both personally and professionally. Salary Range: For individuals hired to work in Los Angeles, the expected base salary range for this role is $138,300 to $172,800. Actual compensation will be determined based on the candidate's qualifications, experience, and skill set. 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. For a full listing of benefit offerings, please visit https://www.andersen.com/careers. Applicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status).

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