Andersen Corporation

Senior Manager - Private Client Services

Andersen Corporation$175K — $210K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 6+ years relevant work experience in an accounting firm with 5 years specifically in Private Client services.
  • Bachelor's and/or advanced degree in Accounting, Finance, Economics, or related field preferred.
  • Advanced credential for IRS client representation required (CPA or JD).
  • Self-starter with initiative in a fast-paced, high-pressure environment.
  • Proficient with technology used in tax preparation and accounting.

Responsibilities

  • Oversee multiple engagement teams for wealth management clients.
  • Engage in business development activities such as proposal preparation and webinars.
  • Maintain client communication to ensure satisfaction and compliance.
  • Conduct reviews of complex tax returns including federal and state filings.
  • Draft technical memoranda related to tax strategies.
  • Supervise, mentor, and evaluate junior staff including interns and associates.
  • Participate in ongoing training regarding legislative changes and wealth management techniques.

Benefits

  • Formal training in Private Client Services and mentorship from top tax leaders.
  • Opportunities for business development and client engagement.
  • Supportive team environment with a focus on professional growth.
Full Job Description
Senior 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. Senior 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 • 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; 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 Orange County, California, the expected base salary range for this role is $175,000 - $210,000. 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 200 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).

About Andersen Corporation

Andersen Corporation is a privately held company that manufactures and sells windows and doors for residential and commercial use. The company was founded in 1903 and is headquartered in Bayport, Minnesota. Andersen Corporation is committed to sustainability and has set ambitious goals to reduce its environmental impact, including reducing greenhouse gas emissions, increasing the use of renewable energy, and reducing waste. The company is also committed to social responsibility and has a long history of philanthropy and community involvement.
Learn more about Andersen Corporation
Size
12,000 employees
Industry

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