Full-Time

Tax Senior Associate

Private Client Advisors

Confirmed live in the last 24 hours

Armanino

Armanino

1,001-5,000 employees

Consulting
Financial Services
Healthcare

Mid, Senior

Philadelphia, PA, USA

Hybrid position requiring in-office presence.

Category
Tax Accounting
Accounting
Requirements
  • Bachelor's Degree in Accounting, Tax, Finance, or related discipline
  • Minimum of 2 years’ experience in US tax consulting/compliance within public accounting
Responsibilities
  • Preparation and review 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
  • Conduct tax research into industry and government developments as it relates to wealth planning opportunities and strive to maintain up-to-date tax knowledge
  • Identify key planning opportunities throughout the year and develop a framework for tax strategies that best align with client needs and goals
  • Assist in identifying and promoting the development of new delivery capabilities and/or channels to satisfy evolving market requirements
  • Support the partner team in the development and planning of practice strategy, objectives, and budgets
  • Build on strong coaching skills to mentor key talent

Company Stage

N/A

Total Funding

N/A

Headquarters

San Ramon, California

Founded

1969

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • AI and automation services meet growing demand in niche financial sectors.
  • Expansion into India enhances global reach and access to diverse talent.
  • Strategic acquisitions in NYC and LA expand geographical footprint and service offerings.

What critics are saying

  • Increased competition in AI services from firms like Deloitte and PwC.
  • Geopolitical tensions may impact expansion efforts in India.
  • Acquisitions may lead to integration challenges affecting service quality.

What makes Armanino unique

  • Armanino's AI tools for family offices fill a niche in digital transformation.
  • Audit Ally automates SOC 2 compliance, reducing reliance on third-party applications.
  • Armanino's Fund Administration Services offer a one-stop solution for private equity needs.

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