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Senior Associate Private Client ServicesAndersen • San Diego, CA, United States
Senior Associate Private Client Services

Senior Associate Private Client Services

Andersen • San Diego, CA, United States
4 days ago
Salary
$100,000.00 yearly
Job type
  • Full-time
Job description

divh2Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!/h2pAt Andersen, we dont just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. Youll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms./ppBut thats not all; were more than just a company; were a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top./ppWe believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, lets write the story of your success!/ph3The Role/h3pSenior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates./ppSenior Associates can expect to:/pulliReview and prepare complex tax returns;/liliEngage in the tax planning and consulting process;/liliCollaborate with engagement team to identify and research complex client issues and recommend solutions;/liliDraft technical tax memoranda;/liliProvide regular updates to clients;/liliAssist in project management of compliance and consulting engagements;/liliSupervise, train and mentor Associates and Interns; and/liliReceive 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./li/ulh3The Requirements/h3ulli2+ years of relevant tax experience;/liliBachelors and/or relevant advanced degree (MAcc, MST, JD); Accounting, Finance, Economics or related (Preferred). Minimum GPA: 3.0./liliAdvanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA or JD);/liliSelf-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and/liliProficient use of technology./li/ulpstrongCompensation and Benefits/strong/ppOur 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./ppSalary Range: For individuals hired to work in Orange County, the expected base salary range for this role is $100,000 to $130,000. Actual compensation will be determined based on the candidates qualifications, experience, and skill set./ppBenefits: Employees (and their families) are eligible for medical, dental, vision, and basic life insurance coverage. Employees may enroll in the firms 401(k) plan upon hire. We offer 160 hours of paid time off annually, along with twelve paid holidays each calendar year./ppApplicants 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)./ppAndersen Tax is an equal opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities and to individuals with sincerely held religious beliefs, practices, or observances as required by law./p/div

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Senior Associate Private Client Services • San Diego, CA, United States

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