Full-Time

Tax Manager

Private Client Advisors

Confirmed live in the last 24 hours

Armanino

Armanino

1,001-5,000 employees

Consulting
Financial Services
Healthcare

Mid, Senior

Austin, TX, USA

Hybrid position requiring some in-office presence.

Category
Tax Accounting
Accounting
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
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
Desired Qualifications
  • Master’s Degree in Taxation
  • CPA or equivalent credential

Company Stage

N/A

Total Funding

N/A

Headquarters

San Ramon, California

Founded

1969

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 operational efficiency in private equity.
  • Strategic hiring in India leverages global talent for enhanced service delivery.

What critics are saying

  • Competition in AI services from firms like Deloitte and PwC is intensifying.
  • Geopolitical tensions may impact Armanino's expansion efforts in India.
  • Acquisitions in NYC and LA could lead to integration challenges affecting service quality.

What makes Armanino unique

  • Armanino's AI tools for family offices enhance efficiency and service quality.
  • Audit Ally automates SOC 2 examinations, improving compliance and reporting processes.
  • Armanino's Fund Administration Services offer a one-stop solution for private equity firms.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Paid Vacation

Paid Sick Leave

Flexible Work Hours

401(k) Company Match

Profit Sharing

Wellness Program

Parental Leave

Paid Holidays