Onsite Tax Manager, Private Client Advisors

Posted 7 hours ago

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About the role

  • Tax Manager coordinating tax services for high-net-worth individuals at Armanino. Responsible for client advisement, research, and team mentorship in California locations.

Responsibilities

  • Review and coordinate preparation of tax returns as it relates to high-net-worth individuals
  • Advise clients on a full spectrum of tax services
  • Review or conduct high level research of complex tax issues and prepare memorandums
  • Review and confirm assignment objectives, scope and work plan with client
  • Identify assignment resource requirements and ensure appropriate resources are assigned
  • Analyze billing and assist with accounts receivable collections
  • Assist with new business development and tax issue recognition
  • Seek regular client assessment of assignment progress
  • Coach and mentor staff on client engagements

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 4 years' experience in US tax consulting/compliance within public accounting
  • Minimum of 1 year in a managerial role involving clients and team members
  • Master’s Degree in Taxation preferred

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 Manager, Private Client Advisors

Job type

Experience level

Mid levelSenior

Salary

$107,400 - $159,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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