Top 177 Senior associate – private client services Jobs in Anaheim, Ca

Senior Associate – Private Client Services
Andersen —Los Angeles, CA
- $98,900 - $124,400 a year
- CPA
- Research
- Mid-level
- Paid holidays
- Health insurance
Senior Associate – Accounting Advisory/Private Accounting Solutions
Andersen —Costa Mesa, CA
- $90,000 - $110,000 a year
- Management
- CPA
- Research
- Paid holidays
- Health insurance
Associate, Investor Services
Ares Management —Los Angeles, CA
- $115,000 - $135,000 a year
- Full-time
- Microsoft Excel
- Writing skills
- Mid-level
- Commuter assistance
- Health savings account
Mergers & Acquisitions Analyst
Harvey & Company, LLC —Newport Beach, CA
- $72,000 a year
- Full-time
- Bachelor of Science
- Office
- Business development
- Profit sharing
- Health insurance
Quick Apply
Branch Manager
East West Bank —Cerritos, CA
- $69,000 - $120,000 a year
- Full-time
- Office
- 3 years
- High school diploma or GED
- Opportunities for advancement
Performance Operations Associate/ Senior Associate
PIMCO —Newport Beach, CA
- $87,000 - $112,500 a year
- Online Application
- Mid-level
- Office
- Finance
Al Enablement Lead – Product Strategy Group
PIMCO —Newport Beach, CA
- $205,000 - $240,000 a year
- Online Application
- Bachelor's degree
- Machine learning
- Senior level
Sr. Client Relations Associate
Pierre Landscape Construction —Irwindale, CA
- $75,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Criminal background check
- Paid holidays
- Disability insurance
Quick Apply
Senior Associate, Business Development
Vaco LLC —Orange, CA
- $75,000 - $90,000 a year
- Mid-level
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Digital Product Associate Senior
Capital Group Companies —Los Angeles, CA
- $111,920 - $179,072 a year
- Full-time
- Computer Science
- Finance
- SQL
- Benefits from day one
- Retirement plan
Supervisor, Operations
24 Hour Home Care - Corporate Division —Los Angeles, CA
- $71,000 - $85,000 a year
- Hybrid work
- Spanish
- Mid-level
- Office
Quick Apply
Designer (Orange County)
EPTDESIGN —Irvine, CA
- Full-time
- Writing skills
- Office
- Master's degree
- Paid holidays
- Health insurance
Financial Planning and Analysis (FP&A) - Senior Associate
Riveron —Orange County, CA
- $80,000 - $150,000 a year
- Full-time
- Hybrid work
- Oracle
- Mid-level
- Office
- Health insurance
- Dental insurance
GCM Client Administrator IV
M&T Bank —Costa Mesa, CA
- $72,200 - $120,300 a year
- Full-time
- Hybrid work
- 6 years
- Office
- Finance
4d
Accounting Advisory - Associate
Riveron —Orange County, CA
- $75,000 - $113,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
- Health insurance
- Dental insurance
10d
Group Operations Manager
East West Bank —El Monte, CA
- $100,000 - $200,000 a year
- Full-time
- 5 years
- Office
- Finance
- Opportunities for advancement
Accounting Advisory - Senior Associate
Riveron —Orange County, CA
- $88,000 - $133,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
- Health insurance
- Dental insurance
10d
Associate – Investment Guideline Compliance
PIMCO —Newport Beach, CA
- $87,000 - $93,000 a year
- Online Application
- Mid-level
- Office
- Finance
Associate, Cross-Functional
Portage Point Partners —Los Angeles, CA
- $250,000 - $325,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
Quick Apply
Technology and Innovation - Senior Associate (OneStream)
Riveron —Orange County, CA
- $87,000 - $131,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Bachelor's degree
- Health insurance
- Dental insurance

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senior associate – private client services jobs near anaheim, ca

Senior Associate – Private Client Services

Andersen -
Los Angeles, CA

Apply Now

Job Details

$98,900 - $124,400 a year

Benefits

Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
On-the-job training
Vision insurance
Life insurance

Qualifications

Research
Technical Proficiency

Full Job Description

Application Notice:

We encourage you to apply thoughtfully by selecting one position that best matches your qualifications and interests. You may submit up to two active applications at a time. Please consider your location choice carefully—we recommend applying where you envision building your future.

The Firm:

Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!

At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.

But that's not all; we're more than just a company; we're a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top.

We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success!

The Role:

Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Trusts and Estates.

Senior Associates can expect to:

Review and prepare complex tax returns;
Engage in the tax planning and consulting process;
Collaborate with engagement team to identify and research complex client issues and recommend solutions;
Provide regular updates to clients;
Assist in project management of compliance and consulting engagements;
Supervise, train and mentor Associates and Interns; and
Receive formal PCS and on the job training in daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, etc.

The Requirements:

2+ years of relevant tax experience;
Bachelor’s and/or relevant advanced degree (MAcc, MST, JD);
- Accounting, Finance, Economics or related (Preferred).
- Minimum GPA: 3.0.
Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA or JD);
Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and
Proficient use of technology.

Compensation and Benefits

Our firm offers a competitive base salary and comprehensive benefits package designed to support the well-being, growth, and long-term success of our people. We are committed to recognizing individual contributions and providing resources that enable our employees to thrive both personally and professionally.

Salary Range: For individuals hired to work in Los Angeles, the expected base salary range for this role is $98,900 - $124,400. Actual compensation will be determined based on the candidate’s qualifications, experience, and skill set.

Benefits: Employees (and their families) are eligible for medical, dental, vision, and basic life insurance coverage. Employees may enroll in the firm’s 401(k) plan upon hire. We offer 160 hours of paid time off annually, along with twelve paid holidays each calendar year. For a full listing of benefit offerings, please visit https://www.andersen.com/careers.

Applicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status).

Andersen Tax is an equal opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities and to individuals with sincerely held religious beliefs, practices, or observances as required by law.

ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS

Apply Now

Refine Your Search

senior associate – private client services jobs in anaheim, ca

Senior Associate – Private Client Services

Senior Associate – Accounting Advisory/Private Accounting Solutions

Associate, Investor Services

Mergers & Acquisitions Analyst

Branch Manager

Performance Operations Associate/ Senior Associate

Al Enablement Lead – Product Strategy Group

Sr. Client Relations Associate

Senior Associate, Business Development

Digital Product Associate Senior

Supervisor, Operations

Designer (Orange County)

Financial Planning and Analysis (FP&A) - Senior Associate

GCM Client Administrator IV

Accounting Advisory - Associate

Group Operations Manager

Accounting Advisory - Senior Associate

Associate – Investment Guideline Compliance

Associate, Cross-Functional

Technology and Innovation - Senior Associate (OneStream)

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