Tax Manager, Private Client Advisors

Armanino LLP · Orange County

Company

Armanino LLP

Location

Orange County

Type

Full Time

Job Description

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 

  • 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

  • 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 

  • CPA or equivalent credential

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: $125,350-$176,400. Compensation may vary based on skills, role, and location.  

 

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: https://www.armanino.com/terms/ccpa-employee-notice/  

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

Apply Now

Date Posted

09/13/2024

Views

1

Back to Job Listings Add To Job List Company Profile View Company Reviews
Positive
Subjectivity Score: 0.8

Similar Jobs

SAAS Application Manager - Kaizen Analytix

Views in the last 30 days - 0

The job posting is for a SAAS Application Manager with extensive experience in managing maintaining and administering SAAS applications The role invol...

View Details

Sales Support Manager - Alleviate Financial Solutions

Views in the last 30 days - 0

Alleviate a rapidly growing debt relief company is seeking a Sales Support Manager to join their dynamic team in Irvine CA The role involves providing...

View Details

Account Manager- Bilingual Korean and English Speaking - OSI Digital

Views in the last 30 days - 0

The Account Manager role involves managing client relationships driving business growth and ensuring high levels of customer satisfaction Key responsi...

View Details

Account Manager - OSI Digital

Views in the last 30 days - 0

OSI Digital a global IT consulting firm is seeking a seasoned Account Manager with 35 years of experience The ideal candidate will manage client relat...

View Details

Senior Manager of Fund Accounting - CSC

Views in the last 30 days - 0

CSC is seeking a Senior Manager for Fund Accounting Client Services in West Orange NJ or Wilmington DE with remote work options The role involves mana...

View Details

Talent Acquisition Administrator - Alleviate Financial Solutions

Views in the last 30 days - 0

Alleviate Financial Solutions is seeking a Talent Acquisition Administrator to join their team The role involves managing job postings enhancing Linke...

View Details