Director - Private Client Services - San Francisco

Andersen Tax - San Francisco, CA (30+ days ago)3.3


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.

Knowledge and Skill 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 Tax 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 Tax will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.

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