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

Junior, 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

3%

1 year growth

3%

2 year growth

3%
Simplify Jobs

Simplify's Take

What believers are saying

  • Armanino's expansion into global markets, such as India, and strategic acquisitions in New York and Los Angeles, indicate robust growth and increased market presence.
  • The firm's consistent recognition with awards like the Best of Accounting® Diamond Award highlights its strong client satisfaction and service quality.
  • Innovative service offerings, such as advanced fund administration and SOC 2 examination tools, position Armanino as a leader in integrating technology with traditional accounting services.

What critics are saying

  • The rapid expansion and integration of new offices and acquisitions could strain resources and lead to operational challenges.
  • The competitive landscape in accounting and consulting requires continuous innovation to maintain market leadership and client satisfaction.

What makes Armanino unique

  • Armanino's focus on AI and automation for family offices sets it apart by addressing a niche market with tailored technological solutions.
  • The firm's proprietary tools like Audit Ally demonstrate a unique blend of software development and cyber compliance expertise, enhancing their service offerings.
  • Armanino's commitment to diversity and equity, as evidenced by their partner class, distinguishes them in the accounting and consulting industry.

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