Tax Manager, Private Client Advisors
$120.3k - $166.1kArmanino LLP
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.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*** Review and coordinate preparation of tax returns as it relates to high-net-worth individuals, primarily their personal income tax return as well as their closely held businesses, trust, estate, and gift tax returns* Advise clients on a full spectrum of tax services, including planning, research, compliance, allocations and general transactional activities* Review or conduct high level research of complex or emerging tax issues and prepare memorandums to support conclusions* Review and confirm assignment objectives, scope and work plan with client* Identify assignment resource requirements and ensure the most appropriate resources are assigned to specific assignment roles* Analyze billing and assist with accounts receivable collections from clients* Assist with new business development, extended service and tax issue recognition for existing clients* Seek regular client assessment of assignment progress and overall feedback on performance* Coach and mentor staff and seniors on client engagements and career path* Consult with high-net-worth clients and their team of advisors as needed on income tax planning, trust, estate, and inheritance tax planning**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 4 years' experience in US tax consulting/compliance within public accounting* Minimum of 1 year in a managerial role involving clients and team members**Preferred Qualifications*** Master’s Degree in 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. The compensation range for this position: $120,300-$166,100. 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.**Armanino has a robust offering of benefits, including:** *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.*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. #J-18808-Ljbffr Armanino LLP
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...Job Description Job Description Tax Manager – Estate, Gift & Trust San Jose, CA (Hybrid... ...& Trust expertise to join its growing Private Client / Private Wealth practice. This is a... ...tax returns Serve as a trusted advisor to clients on wealth transfer and succession...Private clientPrivate practiceWork at officeRemote workFlexible hours- ...International Tax Senior Manager Withum is a place where talent thrives - where who you are matters. It's a place of endless opportunities... ...& Local tax, R&D Tax Credit, as well as International and Private Client services This International Senior Manager role will be...Private clientWork at officeLocal area
- TwinThread is seeking a Private Client Advisor in San Ramon, CA to provide comprehensive financial planning and advice to a diverse clientele. This role involves building a book of business, delivering personalized investment solutions, and fostering strong client relationships...Private client
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...Tech & Emerging Growth Tax Senior Manager Withum is a place where talent thrives - where who you are matters. It's a place of endless... ...& Local tax, R&D Tax Credit, as well as International and Private Client services. As a Tech & Emerging Growth Tax Senior Manager...Private clientWork at officeLocal area- ...Tax Compliance Specialist Be the first to apply Essential... ...tax returns for high net worth clients. Ensure accuracy and compliance... .... Provide support to tax managers and directors as needed.... ...leading professional services advisor to middle-market businesses nationwide...Private client
- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide...Private client
- ...Description Job Description Tax Manager – Estate, Gift & Trust (Top... ...taxation to join their growing Private Wealth practice. This is a high-impact, client-facing role working with high-... ...clients Serve as a trusted advisor on both compliance and long-term...Private clientPrivate practiceWork at officeRemote workFlexible hours
- ...Regal Executive Search seeks a Tax Manager to oversee tax and accounting services while leading a team of accountants. Key responsibilities include managing client relationships, delivering on tax engagements, and developing staff. Candidates must hold a CPA license and...
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$150k - $165k
Private Client Advisor | Series 65 Pleasant Hill, California. Direct Hire. Compensation: $150,000 - $165,000 Base + Performance Bonus. A rapidly growing wealth management organization is seeking an experienced Private Client Advisor to join their team during an exciting...Private clientFull timeWork at officeLocal area- Chase is seeking a Private Client Advisor in Hayward, California to provide personalized investment solutions and financial planning to clients. The successful candidate will have at least 2 years of experience in a Financial Advisor role, be able to acquire and maintain...Private client
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Mohr Talent is seeking an experienced Private Client Advisor in Pleasant Hill, California. This role requires a minimum of 10 years as a Financial Advisor and an active Series 65 license. The advisor will provide holistic financial planning while mentoring junior team...Private clientFull timeWork at office- ...Private Client Advisor II Walnut Creek, California;Palo Alto, California To proceed with your application, you must be at least 18 years... ...development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a...Private clientWork at officeShift workDay shift
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...Senior Tax Manager Due to continuing growth, our team is seeking a Senior Tax Manager who has an entrepreneurial spirit and knows how... ...addition to the traditional roll-up your sleeves tax review and client advisory, the role requires a strong sense of entrepreneurship...Work experience placementWork at officeLocal areaRemote workFlexible hours$120.3k - $166.1k
A leading CPA firm is seeking a Tax Consultant in San Ramon, CA, to provide tax advisory services for high-net-worth individuals and... ...over 4 years of relevant tax consulting experience. You will guide client relationships and support staff in their career growth, with a...Private client- ...A national accounting firm is seeking an experienced tax consultant to provide comprehensive tax services, including client advisement, tax return preparation, and team coaching. Candidates should possess at least 4 years of experience in public accounting with a focus...Flexible hours
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...empowering our employees to be their authentic selves. The Tax Manager will have dual reporting responsibility to chief Accounting Officer... ...activities. Key Job Responsibilities ~ Collaborate with advisors and manage the preparation or review of quarterly and annual...Temporary workWork at officeLocal areaRemote workWorldwideFlexible hours3 days per week$174.5k - $205.3k
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