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Armanino

Accounting, tax, and business consulting firm

Director – Business Management Tax Services

Tax AccountingPosted on Nov 10
Full-time$152.5k - $238.8kIn-person

About the Job

Requirements

  • A bachelor's degree in Accounting, Taxation, Finance, or a related field is required.
  • An active Certified Public Accountant license is required.
  • At least 9 years of progressive U.S. tax compliance and consulting experience in public accounting is required.
  • Significant experience providing tax services to high-net-worth individuals and their related entities is required.
  • Strong technical knowledge of individual, partnership, corporate, and trust taxation, including complex federal and multistate tax matters, is required.
  • Demonstrated experience reviewing complex tax returns and providing proactive tax planning and advisory services is required.
  • The candidate must be able to manage multiple client engagements, maintain strong client relationships, and deliver high-quality service.
  • Experience leading, developing, and mentoring tax professionals is required.
  • Strong project management skills, including engagement planning, resource allocation, budgeting, and profitability management, are required.
  • The candidate must be able to identify business development opportunities and contribute to practice growth.
  • The role requires research, analytical, problem-solving, written communication, and verbal communication skills.
  • Proficiency with professional tax preparation and research software is required.

Responsibilities

  • Lead and oversee tax compliance, planning, and advisory engagements for high-net-worth individuals, entertainment industry professionals, athletes, family office clients, and their related entities.
  • Review complex federal and state individual, partnership, S corporation, C corporation, trust, and other applicable tax returns to ensure technical accuracy and compliance.
  • Provide strategic tax planning and advisory services, identifying opportunities to minimize tax exposure and address clients' evolving financial and business needs.
  • Research and resolve complex tax issues, including multistate taxation, entity structuring, and tax matters involving high-net-worth individuals and closely held businesses.
  • Oversee tax-related accounting activities and review financial information necessary to support accurate tax filings and planning.
  • Serve as a trusted advisor and primary relationship contact for assigned clients, developing and maintaining long-term relationships.
  • Understand client objectives and proactively recommend tax strategies and solutions tailored to their individual and business circumstances.
  • Lead multiple client engagements by establishing project scope, timelines, staffing requirements, and deliverables.
  • Identify and resolve complex engagement issues while ensuring high-quality client service, timely delivery, and engagement profitability.
  • Manage, coach, and mentor tax professionals, providing technical guidance, performance feedback, and professional development opportunities.
  • Collaborate with partners and other practice leaders to identify opportunities to expand client relationships and deliver additional services.
  • Participate in business development activities, including developing professional relationships, identifying prospective clients, and supporting new business opportunities.
  • Support practice leadership in developing strategic initiatives, improving operational efficiencies, and achieving financial and growth objectives.
  • Contribute to talent development, resource planning, staff retention, and knowledge sharing across the practice.
  • Stay current on changes in federal and state tax laws and proactively communicate relevant developments to clients and team members.
  • Perform other related duties as assigned.

Desired Qualifications

  • A master's degree in Taxation or a related discipline is preferred.
  • Experience providing tax compliance and advisory services to clients in the entertainment, music, sports, or business management industries is preferred.
  • Experience with complex financial structures involving high-net-worth individuals, trusts, family offices, and closely held businesses is preferred.
  • Experience advising clients on multistate income tax matters is preferred.
  • Established professional relationships within the entertainment, business management, or high-net-worth advisory communities are preferred.
  • Experience supporting practice development and strategic growth initiatives is preferred.

About the Company

Armanino

Accounting, tax, and business consulting firm

Armanino LLP is a large accounting and business consulting firm that offers assurance/audit, tax, and consulting services to a diverse mix of clients, including privately-held companies, nonprofits, and public entities. It supports clients through a combination of corporate tax outsourcing, software training, and managed services, with specialized expertise in fintech and dedicated professional services for law firms, creative agencies, and other professional organizations. The firm delivers customized, strategic solutions via a collaborative, client-centric approach, pairing seasoned professionals with industry-specific knowledge to address challenges such as workforce changes, AI adoption, and supply chain issues. Its goal is to help clients maximize value from their software investments, navigate regulatory requirements, and achieve sustainable growth by providing tailored services aligned with each client’s needs.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
San Ramon, CA
Founded
1969

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