Job Details

Director - Private Client Services

Company name

Andersen Tax LLC

Organization Type


Job Type


Date Last Verified

Sep 18, 2020

Valid Through

Jan 01, 2021

Posted on

Jan 15, 2018

Years of Experience

Min 8 yrs required


San Francisco, CA, United States

Employment Type



Practice Area
Trusts and Estates >> Trusts and Estates
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Director - Private Client Services
The candidate will oversee the efforts of multiple client service teams on engagements for a variety of clients including entrepreneurs, executives, partnerships, closely-held businesses, estates, and trusts. Will plan, execute, direct, and complete tax projects; provide innovative tax planning, consulting, and compliance expertise to clients; market, design, and implement tax-planning strategies for clients and manage to budget. Conduct secondary review of, and have ultimate responsibility for, complex income tax returns including federal and multi-state filings. Responsible for managing, developing, training, and mentoring Associates and Managers on tax projects, and assessing performance for engagement reviews. Should have a Bachelor's or Master's degree. Accounting, Finance, Economics or related degree preferred. Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or J.D. degree). Must have 8+ years of relevant work experience with an accounting firm, including 4+ years of Private Client experience. Strong technical knowledge of complex tax issues is essential.

Additional info

Job ID: 2018-2499

Company info

Hiring Coordinator
Andersen Tax LLC
100 First Street
Suite 1600
San Francisco, CA 94105

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