Onsite Tax Director – Private Client Advisors, Estate, Gift & Trust

Posted 6 days ago

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About the role

  • 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

Job type

Experience level

Lead

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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