Full-Time

Tax Director

Private Client Advisors

Confirmed live in the last 24 hours

Armanino

Armanino

1,001-5,000 employees

Consulting
Financial Services
Healthcare

Compensation Overview

$175k - $300kAnnually

Senior

Irvine, CA, USA

Category
Tax Accounting
Accounting

You match the following Armanino's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Bachelor's Degree in Accounting, Tax, Finance, or related discipline
  • CPA or equivalent credential
  • Minimum of 7 years' experience in public accounting in taxation or equivalent experience
  • Minimum of 4 years in a managerial role involving clients and team members
  • Advanced understanding of planning and compliance concepts related to high-net-worth individual and fiduciary income tax, gift tax, and estate tax
  • Possess a strong knowledge of accounting theory and federal, state and local tax laws
Responsibilities
  • Perform technical reviews of tax returns for high-net-worth individuals, primarily their personal income tax returns as well as their closely held businesses (pass through entities), trust, estate, and gift tax returns.
  • Provide consultation on business and/or personal transactions (if applicable), and the related tax implications, consequences and treatment.
  • Manage larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines and develops less experienced engagement personnel, primarily managers and supervisors.
  • Review or conduct high level research of complex or emerging tax issues and prepare memorandums to support conclusions.
  • Engage with our internal business development department, builds relationships across the firm internally, identify potential cross-selling opportunities for clients and actively brings the opportunities to clients, collaborating across AMLLP service lines.
  • Engage in thought leadership, contributing to technical publications and engaging in speaking opportunities (both internally and externally)
  • Develops our internal professionals by leading formal learning opportunities/trainings or supporting the development of training materials in collaboration with Learning & Development Team and sharing knowledge
  • Train and develop managers responsible for engagement management responsibilities, including analyze billing, managing complex budgets, scheduling and staffing, due date management and client relations.
  • Continually build on technical expertise in taxation by attending continuing professional education courses or utilizing other training resource
  • Keep current with tax law changes and provide updates and training to the firm’s tax practice members.
Desired Qualifications
  • Master’s Degree in Taxation

Company Size

1,001-5,000

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.

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

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

Company News

Business Wire
May 1st, 2024
Armanino Announces Advanced Ai And Automation Services To Bridge The Tech Gap For Family Offices

SAN RAMON, Calif.--(BUSINESS WIRE)--Armanino LLP (Armanino), a top 20 national accounting and consulting firm, introduces a suite of artificial intelligence tools and time-saving automated solutions to drive efficiency and high-quality service for family offices. To spearhead this initiative, John Stewart, Partner and Strategy Transformation leader at Armanino, joins the Family Office leadership team, co-leading alongside Chris Mays, Partner at Armanino. Together, they will direct the implementation of Armanino’s new AI and automation services to support family offices across the country. “Family offices, while small and nimble, often struggle with the advanced tools or expertise needed to transform their operations, reduce manual tasks, and ultimately enhance how they scale and manage their clients,” Stewart said. “Now we can offer our technological prowess and deep industry knowledge to bridge this critical gap for our clients as they grow and professionalize their own services.”. Armanino’s family office digital transformation capabilities now include:

Business Wire
Apr 9th, 2024
Armanino Introduces Advanced Fund Administration Services To Enhance Private Equity And Real Estate Fund Management

SAN RAMON, Calif.--(BUSINESS WIRE)--Armanino LLP (“Armanino”), a top 20 national accounting and consulting firm, announces the expansion of Armanino’s Fund Administration Services (AFA) to provide comprehensive fund administration solutions to private equity and real estate investment firms–streamlining operations and enhancing investor confidence by integrating cutting-edge technology, expert financial insights, as well as rigorous updated procedures.Fund managers need sophisticated reporting and back-office support, yet often face constraints like high implementation costs and a lack of in-house technical expertise. Internal teams, overwhelmed and often understaffed, struggle to coordinate multiple providers and fulfill specialized tax and audit requirements as an extension of their teams. The ongoing consolidation in the fund administration space only further complicates matters, creating constant change and significant headaches for management teams.In this environment, time- and resource-strapped fund managers must still aggressively minimize risk and adhere to complex laws and regulatory guidelines. They must also deliver the strategic support and scale that firms need to achieve growth. AFA seeks to solve these pain points through one holistic solution, backed by the expertise and technology that Armanino offers.“The need for comprehensive, sophisticated fund administration has never been greater,” says Jason Gilbert, Partner and Fund Administration Practice Leader at Armanino. “This platform is more than an individual service; it's an advanced one-stop-shop solution designed to offer customizable and scalable capabilities to meet any firm’s specific needs, while allowing them to focus on raising capital and putting money to work, not worrying about the technicalities of reporting, tax and compliance.”AFA services are tailored to directly address these challenges for private equity and real estate fund managers

Business Wire
Mar 27th, 2024
Armanino Appoints Shrenik Shah As Managing Director To Spearhead Armanino’S India Office

SAN RAMON, Calif.--(BUSINESS WIRE)--Armanino LLP (Armanino), a top 20 national accounting and consulting firm, today announced it has hired accounting industry veteran, Shrenik Shah, as Managing Director. This hiring will directly support Armanino's ambition to provide clients with a global talent pool and act as the anchor in the firm’s India office. Shah joined in January and is now spearheading the India office recruitment and key office initiatives. Shah, a seasoned professional with over two decades of experience in accounting and consulting, will play a pivotal role in identifying and spearheading strategic growth initiatives, recruiting talent and developing the firm’s office to enhance the services Armanino provides to its clients. Shah joins Armanino after previously leading Citrin Cooperman’s India office, where he successfully scaled their initiative from launch to over 300 employees. “Armanino’s India office is designed to be an extension of our US footprint delivering the same level of quality, client-focused service we’re known for today,” says Matt Armanino, CEO of Armanino

Business Wire
Feb 6th, 2024
Armanino Earns Ninth Consecutive Best Of Accounting® Award, Fifth Consecutive Diamond Award From Clearlyrated For Outstanding Client Satisfaction

SAN RAMON, Calif.--(BUSINESS WIRE)--Armanino LLP, one of the 20 largest accounting and business consulting firms in the U.S., proudly announces its remarkable achievement in placing on ClearlyRated’s Best of Accounting® Award, receiving a Net Promoter Score (“NPS”) of 56. This score surpasses the average accounting industry NPS by a margin of 15 points. This is the firm’s fifth consecutive year as a Diamond Award recipient, recognizing Armanino’s consistent placement on the Best of Accounting list. The firm achieved its score with nearly three-quarters of its clients rating Armanino with a nine or higher on a 10-point scale. "We are absolutely thrilled with our outstanding Net Promoter Score and continued ranking on this list," said Matt Armanino, CEO at Armanino LLP. "It reflects our relentless dedication towards providing unparalleled service quality backed by deep expertise across all aspects of accounting and business consulting

Business Wire
Jan 31st, 2024
Armanino Unveils Audit Ally, Revolutionizing The Soc 2 Examination Process

SAN RAMON, Calif.--(BUSINESS WIRE)--Armanino LLP (“Armanino”), a top 20 consulting and accounting firm, is proud to announce the launch of Audit Ally, a cutting-edge, proprietary tool designed to automate and improve the efficiency of Service Organization Control 2 (SOC 2) examinations for both the client and the auditor. Audit Ally is the first-of-its-kind SOC 2 tool directly engineered by an accounting firm, designed to integrate into any SOC 2 engagement and improve automation and reporting capabilities.Audit Ally was conceptualized and built in-house by Armanino’s product and innovation division, led by AJ Yawn, a seasoned cloud security professional with significant senior-level information security experience. Designed to resolve the many headaches that arise during the traditional SOC 2 process, Audit Ally blends Armanino’s distinct capabilities in software development and cyber compliance. From data collection under a centralized dashboard to audit process transparency, Audit Ally will make sourcing disparate data sets, tracking down specific compliance data, and slow reporting a thing of the past. Further, because Audit Ally is a tool designed to seamlessly integrate into Armanino’s SOC 2 examination process, it removes the reliance on third-party applications, which often results in inefficiency and difficulties in integration or outright rejection from auditors.“Armanino prides itself on not just looking around the curve and anticipating the future, but building it, and Audit Ally is a prime example of how we innovate,” says Matt Armanino, CEO of Armanino. “By pairing our software development talent with our assurance expertise, we’re able to develop proprietary tools that we believe will be a game-changer for SOC 2 compliance auditing, helping clients save time while allowing auditors to produce high-quality reports.”In today’s digital, data-heavy world where information security is more important than ever, SOC 2 compliance serves as a cornerstone of trust for companies that handle private data