Tax Director - Private Client Services

Profile

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. 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. Maintain active communication with clients to manage expectations, ensure satisfaction, ensure deadlines are met, and lead change efforts effectively. 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 required; Accounting, Finance, Economics or related degree preferred; Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); 8+ years relevant work experience with an accounting firm, including at least 4 years of Private Client experience. Should be proficient use of technology including MS Excel.

Additional Information

ID: 2018-2853

Company info

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