Tax Director managing tax compliance and consulting for high-net-worth individuals at Armanino. Involves technical reviews, consultations, and leading internal training.
Responsibilities
Perform technical reviews of tax returns for high-net-worth individuals
Provide consultation on business and/or personal transactions and the related tax implications
Manage larger and complex engagements and workflow of multiple clients
Review or conduct high level research of complex or emerging tax issues
Engage with internal business development department, build relationships across the firm
Contribute to technical publications and engaging in speaking opportunities
Develop internal professionals by leading formal learning opportunities/trainings
Keep current with tax law changes and provide updates and training to tax practice members
Requirements
Bachelor's Degree in Accounting, Tax, Finance, or related discipline
Qualified to practice before the IRS (i.e., JD, CPA, or EA)
Minimum of 8 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
Benefits
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
Job title
Tax Director – Private Client Advisors, Estate, Gift & Trust
Senior Tax Manager managing preparation and filing of U.S. federal, state, and local income tax returns. Collaborating with offshore teams and handling audits for Dentsu's compliance efforts.
Join Primus Valor AG as a dual student in Accounting, Taxation, and Business Law. Gain hands - on experience while studying at DHBW Mannheim with career opportunities post - graduation.
Sales Specialist managing prospects through consultations and navigating them toward advisory calls. Driving conversations around financial readiness and service needs with consultative selling techniques.
Tax, Treasury & Internal Control Executive providing tax management advice and strategy in finance team. Collaborating on compliance and financial processes with an emphasis on internal controls.
Manager in International Tax Services managing and delivering compliance and consulting services for U.S. and foreign multinational clients with a focus on international tax planning.
Manager of Tax Services leading and managing corporate/business tax engagements. Providing compliance, planning, and advisory services to diverse clients in a reputable accounting firm.
Senior Manager advising high - net - worth clients on complex fiduciary tax matters. Overseeing engagements and mentoring staff in a certified public accounting firm.
Manager in Wealth Tax focusing on fiduciary tax compliance for high - net - worth individuals and families. Lead engagements and develop client relationships in a respected accounting firm.
Tax Associate providing full - service tax preparation and compliance support at Berkowitz Pollack Brant. Assisting with corporate, international, and wealth tax groups in a client - focused environment.
Managing Director leading international tax strategy at Berkowitz Pollack Brant, advising high - net - worth clients on complex cross - border issues. Collaborating with team members to expand the firm's tax practice.