Job Details

Tax Director - Private Client Services

Company name

Andersen Tax LLC

Organization Type


Job Type


Date Last Verified

Jan 18,2020

Valid Through

May 02,2020

Posted on

Mar 18,2019

Years of Experience

Min 8 yrs required


Costa Mesa, CA, United States

Employment Type



Practice Area
Tax >> Tax - General
Trusts and Estates >> Trusts and Estates
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Tax 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. Directors 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. Directors conduct secondary review of, and have ultimate responsibility for, complex income tax returns including federal and multi-state filings. Directors maintain active communication with clients to manage expectations, ensure satisfaction, ensure deadlines are met, and lead change efforts effectively. Directors are responsible for managing, developing, training, and mentoring Associates and Managers on tax projects, and assessing performance for engagement reviews. Bachelor’s or Master’s degree. Should preferably have accounting, Finance, Economics or related degree. Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD). Should have 8+ years’ relevant work experience with an accounting firm, including 4 years of Private Client experience.

Additional info

Reference Id: 2019-2853

Company info

Hiring Coordinator
Andersen Tax LLC
3200 Park Center Drive
Suite 1200
Costa Mesa, CA 92626

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