Director - Private Client Services - San Francisco

ID
2020-2499
Job Locations
US-CA-San Francisco

The Firm

At Andersen Tax LLC (“Andersen”), we offer a rewarding career path for exceptional, motivated, and entrepreneurial individuals. From the moment your employment begins, you will be exposed to a variety of projects giving you the opportunity to stand out and make a difference. Because of our favorable Managing Director to Associate ratio, you will receive hands-on mentoring from firm leaders that prioritize your growth and development.

 

Once you join the team, you will become well-acquainted with our core values: Best-in-Class, Stewardship, Independence, Seamlessness, and Transparency. These are the qualities that define Andersen professionals.

 

Know that through our sustained growth and best-in-class service, we offer substantial long-term career opportunities and the tools necessary to be an emerging leader. If you want to be a part of a growing and exciting organization, then consider your opportunities with Andersen – a name from the past, a firm for the future.

The Role

As a member of the Private Client Services practice, Tax Directors 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.

The Requirements

- 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);

- At least 8 years relevant work experience with an accounting firm, including at least 4 years of Private Client experience;

- Strong technical knowledge of complex tax issues;

- Proven leadership and strong organizational skills;

- Excellent communication skills, both written and verbal;

- Exceptional interpersonal skills and a natural facilitator;

- Excellent problem solving and analytical skills; and

- Proficient use of technology including MS Excel.  

 

Applicants must be currently authorized to work in the United States on a full-time basis.

  

Andersen welcomes and encourages workforce diversity. We are an equal opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to race, color, national origin, ancestry, religion, sexual orientation (including gender identity and gender expression), mental disability, physical disability, sex/gender (including pregnancy, childbirth, and related medical conditions), age, marital status, military status, veteran status, genetic information, or any other characteristic protected by federal, state or local laws or regulations. All qualified individuals, including those with criminal histories, will be considered in a manner consistent with the requirements of applicable state and local laws. Additionally, we make every effort to provide reasonable accommodations to qualified individuals with disabilities. Andersen will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.

 

ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS

 

#LI-TB1

Options

Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed