Full-Time

Tax Partner

Privately Held Business

Confirmed live in the last 24 hours

Armanino

Armanino

1,001-5,000 employees

Consulting
Financial Services
Healthcare

Senior, Expert

Remote in USA

Flexible work arrangements.

Category
Tax Accounting
Accounting
Requirements
  • Expertise in taxation
  • Experience in compliance and consulting services for privately held business clients
  • Ability to advise clients on tax implications and compliance methods
  • Strong networking and business development skills
  • Proven track record of developing new business
  • Exceptional technical knowledge of new tax issues and general business trends
  • Ability to provide performance feedback, career counseling, and mentoring
Responsibilities
  • Perform partner level compliance review and tax return signoff
  • Be a trusted advisor by being the primary point of contact for client throughout the year to discuss updates in their business, needs and potential solutions, accounting related issues and potential solutions, in addition to engagement management matters
  • Handle client consultations on planning opportunities and changes in tax law
  • Significant Involvement in practice development activities including developing a professional network or referral sources, assisting in proposals, or writing articles for publication
  • Working on proposals and assisting in developing new business
  • Meeting prospective clients and developing relationships with new and existing clients
  • Supervising engagements and special projects undertaken by the firm
  • Determine and approve staffing and other resource needs, and related engagement work schedules
  • Develop professionals by providing formal performance feedback, career counseling and mentoring to those below Partner
  • Delegate assignments to supervisors considering their skills, development needs, schedule and engagement economics
  • Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax function
  • Maintaining exceptional technical knowledge of new tax issues and general business trends that affect the client
  • Play an integral role in the development of fee quotes and budgets
  • Preparation of client billings and collection of outstanding accounts
  • Participate in activities to develop and improve firm and department business processes

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 align with digital transformation trends in wealth management.
  • Fund Administration Services meet rising demand for integrated solutions in private equity.
  • Diverse partner class reflects industry trend towards improved firm performance.

What critics are saying

  • Competition from larger tech firms may overshadow Armanino's AI offerings.
  • Rapid tech changes could render Armanino's AI tools obsolete.
  • Cultural and regulatory challenges may impact Armanino's India expansion.

What makes Armanino unique

  • Armanino's AI tools for family offices enhance efficiency in wealth management.
  • Audit Ally automates SOC 2 examinations, improving compliance accuracy and reducing costs.
  • Armanino's global talent strategy, led by Shrenik Shah, boosts service delivery.

Help us improve and share your feedback! Did you find this helpful?