Job Details

Director - Private Client Services

Company name

Andersen Tax LLC

Organization Type

In-House

Job Type

Attorney

Date Last Verified

Mar 20, 2020

Valid Through

Jul 03, 2020

Posted on

Jan 15, 2018

Years of Experience

Min 8 yrs required

Location

San Francisco, CA, United States

Employment Type

Full-time

Industry

Legal
Practice Area
Trusts and Estates >> Trusts and Estates
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Profile

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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