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Armanino

Accounting, tax, and business consulting firm

Tax Director - Private Client Advisors

Tax AccountingConfirmed live in the last 24 hours
Full-time$195.1k - $265.9k

About the Job

Requirements

  • A bachelor's degree in Accounting, Tax, Finance, or a related discipline is required.
  • Must be qualified to practice before the Internal Revenue Service, such as through a Juris Doctor, Certified Public Accountant, or Enrolled Agent qualification.
  • At least 8 years of experience in public accounting in taxation or equivalent experience is required.
  • At least 4 years in a managerial role involving clients and team members is required.
  • Advanced understanding of planning and compliance concepts related to high-net-worth individual and fiduciary income tax, gift tax, and estate tax is required.
  • Strong knowledge of accounting theory and federal, state, and local tax laws is required.
  • Must be able to work from home while collaborating in person half the time.

Responsibilities

  • Perform technical reviews of tax returns for high-net-worth individuals, primarily personal income tax returns as well as returns for closely held pass-through businesses, trusts, estates, and gifts.
  • Provide consultation on business and personal transactions, when applicable, and their related tax implications, consequences, and treatment.
  • Manage larger and complex engagements and the workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines, and develop 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 the internal business development department, build relationships across the firm, identify potential cross-selling opportunities for clients, actively bring opportunities to clients, and collaborate across service lines.
  • Contribute to technical publications and participate in speaking opportunities internally and externally.
  • Develop internal professionals by leading formal learning opportunities and trainings, supporting development of training materials with the Learning & Development Team, and sharing knowledge.
  • Train and develop managers responsible for engagement management, including analyzing billing, managing complex budgets, scheduling and staffing, due date management, and client relations.
  • Continue building tax expertise by attending continuing professional education courses or using other training resources.
  • Keep current with tax law changes and provide updates and training to the firm's tax practice members.

Desired Qualifications

  • A master's degree in Accounting or Taxation 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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