Senior Manager - Private Client Services

Profile

Senior Manager - Private Client Services

The candidate will 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. Provide ASC 740 tax provision support and review preparation. Supervise train, mentor, and evaluate Interns, Associates and Senior Associates. Receive formal corporate tax training, on the job training, direct feedback from top tax leaders, and the opportunity to pursue additional training through internal and external resources. Bachelor’s and/or advanced degree – Accounting, Economics, or related degree preferred is preferred. Should have 6+ years relevant work experience in an accounting firm, with 5+ years of private client experience. Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD). Should be self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment. Should be proficient use of technology.

Additional Information

Job ID.:2022-3814.

Company info

Andersen Tax LLC
3200 Park Center Drive Suite 1200
Costa Mesa
California
United States 92626
Website : http://www.andersentax.com