Manager - Private Client Services

Profile

Manager - Private Client Services

The candidate's duties include: 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. Must have 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); Should have advanced credential allowing for IRS client representation (i.e. CPA or JD).

Additional Information

Ref : 2021-3877

Company info

Andersen Tax LLC
2121 S El Camino Real Suite 500
San Mateo
California
United States 94403
Website : http://www.andersentax.com