Tax Director, Private Client Advisors
$195.1k - $265.9kFinanceroles
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work . We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career.At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. Job Responsibilities Perform technical reviews of tax returns for high-net-worth individuals, primarily their personal income tax returns as well as their closely held businesses (pass through entities), trust, estate, and gift tax returns. Provide consultation on business and/or personal transactions (if applicable), and the related tax implications, consequences and treatment. Manage larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines and develops less experienced engagement personnel, primarily managers and supervisors. Review or conduct high level research of complex or emerging tax issues and prepare memorandums to support conclusions. Engage with our internal business development department, builds relationships across the firm internally, identify potential cross-selling opportunities for clients and actively brings the opportunities to clients, collaborating across AMLLP service lines. Engage in thought leadership, contributing to technical publications and engaging in speaking opportunities (both internally and externally) Develops our internal professionals by leading formal learning opportunities/trainings or supporting the development of training materials in collaboration with Learning & Development Team and sharing knowledge Train and develop managers responsible for engagement management responsibilities, including analyze billing, managing complex budgets, scheduling and staffing, due date management and client relations. Continually build on technical expertise in taxation by attending continuing professional education courses or utilizing other training resource Keep current with tax law changes and provide updates and training to the firm’s tax practice members. Requirements Bachelor's Degree in Accounting, Tax, Finance, or related discipline Qualified to practice before the IRS (i.e., JD, CPA, or EA) Minimum of 8 years' experience in public accounting in taxation or equivalent experience Minimum of 4 years in a managerial role involving clients and team members Advanced understanding of planning and compliance concepts related to high-net-worth individual and fiduciary income tax, gift tax, and estate tax Possess a strong knowledge of accounting theory and federal, state and local tax laws Flexibility to work from home while collaborating in person half the time. Preferred Qualifications Master’s Degree in Accounting or Taxation "Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition’s knowledge will result in termination of contract. Certain states require us to disclose the pay range and benefits summary for job openings. For Northern California residents, the compensation range for this position: $195,100-$265,900. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules. Medical, dental, vision Generous PTO plan and paid sick time Flexible work arrangements 401K with Profit Sharing Wellness program Generous parental leave 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. #J-18808-Ljbffr Financeroles
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...Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant... ...Credit, as well as International and Private Client services. This Tax Senior Manager role will... ...and tech executivesServing as a trusted advisor, managing client relationships through...Private clientFull timeLocal area$135k - $250k
...Plus You - that’s the Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of tax... ...State & Local tax, R&D Tax Credit, as well as International and Private Client services This Senior Manager role will be based out of our any...Private clientFull timeWork at officeLocal area$110k - $210k
...Plus You - that’s the Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of tax... ...State & Local tax, R&D Tax Credit, as well as International and Private Client services. As a Trust and Estate Tax Manager based out any of our...Private clientFull timeWork at officeLocal areaRemote work- JPMorgan Chase & Co. is seeking a seasoned Relationship Manager for its Private Client division in Walnut Creek, CA. You will build and deepen high-net-worth relationships by delivering tailored financial guidance, coordinating across JPMorgan capabilities, and proactively...Private client
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...Withum'sTax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are... ...State & Local tax, R&D Tax Credit, as well as International and Private Client services This Senior Manager role will be based out of our any...Private clientWork at officeLocal area$100k - $225k
...Now Hiring: Tax Professionals | Remote, Hybrid & Onsite | $100K–$225K One of my top clients — a well-established, rapidly growing 80-person CPA firm — is expanding its tax... ...to choose from (or a blend of both): Private Client Services (PCS) — Work directly with ultra...Private clientImmediate startRemote workFlexible hours- JPMorgan Chase & Co. in the United States seeks a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and advise individuals and families. You will provide tailored investment solutions and an exceptional investor experience while...Private client
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...ResponsibilitiesPerform technical review of engagement work papers and tax returns as it relates to Individuals, Partnerships, S and C-... ...larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize...Full timeContract workLocal areaFlexible hours- ...a top national accounting and consulting firm seeking a senior tax professional to oversee complex engagements for high-net-worth individuals... .... You will review returns, advise on planning, and manage multi-client workflows with a focus on quality and client service. The role...
- ...Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...Tilly as a Tax Manager with our Private Wealth/PCS team in NorCal ! This is... ...a great opportunity to be a valued advisor delivering tax compliance and...Private clientLocal areaWorldwide
$160k - $225k
...and send me your resume directly!💰 Tax Manager / Senior Manager / Director “Flexible on title” | $160K-$225K +... ...or Remote Flexibility🚀 UHNW Clients What if your next tax role wasn't about... ...familiesCollaborate with attorneys, wealth advisors, and investment professionals on...Remote workFlexible hours- Armanino in California seeks a senior tax professional to lead complex engagements for individuals, partnerships, and corporations, focusing on risk minimization and client value. You will review work papers, respond to tax authorities, manage budgets, train staff, and...
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$95k - $155k
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...Local businesses in the small to mid market size. We offer a full suite of services including tax, audit, business consulting, and outsourced accounting services. We have clients among a wide range of industries including, Entertainment, Professional Athletes, Real...Local areaRemote workFlexible hours- ...create opportunities every day, for our clients, our people, and our communities through... ...focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even... ...other.CLA is looking for a Tax Manageror Director to support our tax practice!How you’ll create...Full time
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