Senior Associate Private Client Services

Profile

Senior Associate - Private Client Services

The candidate will manage and support the 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. Will review and prepare complex tax returns. Engage in the tax planning and consulting process. Collaborate with engagement team to identify and research complex client issues and recommend solutions. Draft technical tax memoranda. Provide regular updates to clients. Assist in project management of compliance and consulting engagements. Supervise, train and mentor associates and interns. 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. Should have Bachelor's and/or relevant advanced degree (MAcc, MST, J.D.) with 3.0 GPA, preferably in Accounting, Finance, Economics or related. Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA or J.D.) is required. Must have 2+ years of relevant tax experience.

Additional Information

Job ID: 2021-3878

Company info

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