Tax Director, Private Client Advisors (Estate, Gift & Trust)

Job Responsibilities Perform technical reviews of tax returns for high-net-worth individuals, primarily personal income tax returns, closely held businesses (pass-through entities), trust, estate, and gift tax returns. Provide consultation on business and/or personal transactions, including related tax implications, consequences, and treatment. Manage larger and complex engagements, coordinating the workflow of multiple clients and deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines, and develop less experienced engagement personnel (primarily managers and supervisors). Review or conduct high-level research on complex or emerging tax issues and prepare memorandums to support conclusions. Engage with the internal business development department, build relationships across the firm, identify potential cross-selling opportunities for clients, and actively bring those opportunities to clients while collaborating across AMLLP service lines. Engage in thought leadership by contributing to technical publications and participating in speaking opportunities, both internally and externally. Develop internal professionals by leading formal learning opportunities and trainings or supporting the development of training materials in collaboration with the Learning & Development Team and sharing knowledge. Train and develop managers responsible for engagement management, including analysis of billing, management of complex budgets, scheduling and staffing, due-date management, and client relations. Continuously build on technical expertise in taxation by attending continuing professional education courses or utilizing other training resources. Keep current with tax law changes and provide updates and training to the firm’s tax practice members. Qualifications Bachelor's Degree in Accounting, Tax, Finance, or a related discipline. Qualified to practice before the IRS (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. Strong knowledge of accounting theory and federal, state, and local tax laws. Preferred Qualifications Master’s Degree in Accounting or Taxation. Benefits and Compensation For Southern California residents, the compensation range for this position: $195,700 - $254,400. For Northern California residents, the compensation range for this position: $195,100 - $265,900. 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 Equal Employment Opportunity Statement 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 applicants submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties will be considered the property of Armanino and not subject to any fees or charges. To view our Consumer Notice at Collection for job applicants, please visit 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. #J-18808-Ljbffr