San Ramon, California, USA
51 days ago
Tax Senior Manager, Private Client Advisors

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.

Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.  

Job 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  

Develop responses to IRS and other regulatory and tax authorities' audits, notices and inquiries 

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  

Identify assignment resource requirements and ensure the most appropriate resources are assigned to specific assignment roles   

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   

Train and develop less experienced individuals responsible for engagement management responsibilities, including managing budgets, scheduling and staffing, due date management and client relations 

Requirements   

Bachelor's Degree in Accounting, Tax, Finance, or related discipline

CPA or equivalent credential 

Minimum of 6 years' experience in public accounting in taxation or equivalent experience 

Minimum of 2 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 

Preferred Qualifications   

Master’s Degree in Taxation   

Armanino LLP provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino LLP complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.   

Armanino LLP expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino LLP’s employees to perform their job duties may result in discipline up to and including discharge.   

Armanino LLP does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees.

Certain states require us to disclose the pay range and benefits summary for job openings. Compensation Range for this position: $110,000 - $225,000. Compensation may vary based on skills, role, and location.    

   

Armanino has a robust offering of benefits, including:  

Medical, dental, vision  

Generous PTO plan and paid sick time

Flexible work arrangements  

401K with Profit Sharing  

Wellness program  

Generous parental leave  

11 paid holidays

For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.   

   

For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.  

To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/ 

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We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

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