Hybrid Senior Tax Manager, Family Office

at Armanino

• Job title: Senior Tax Manager, Family Office
• Job type: Full Time
• Experience level: Senior
• Salary: $142,000 - $167,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Los Angeles, United States

About the role

• Tax Senior Manager at Armanino reviewing tax returns for Family Office clients and high-net-worth individuals. Managing complex client engagements while developing long-term relationships.

Responsibilities

• Review of Corporate (including closely held and S corporations), Partnership, Trust, and Individual tax returns for Family Office and High Net Worth clients and all their related entities
• Conduct online tax research
• Perform accounting work needed for tax returns
• Develop and nurture long-term relationships with clients
• Develop solutions for clients and champion the implementation of ideas
• Review and confirm assignment objectives, scope, and work plan with client
• Identify assignment resource requirements and ensure the most appropriate resources are assigned to specific roles
• Anticipate, identify, and resolve complex assignment issues
• Seek regular client assessment of assignment progress and overall feedback on performance
• Manage teams to ensure profitability in the short and long term
• Support the partner team in identifying and promoting the development of new delivery capabilities and channels to satisfy evolving market requirements
• Support the partner team in the development and planning of practice unit strategy, objectives, and budgets
• Identify and develop new initiatives to increase retention, meet resourcing needs, utilization, and people development
• Build on strong coaching skills to mentor key talent
• Share and transfer knowledge and skills to the team
• Engage in ongoing personal development in line with the competency model
• Perform other related duties as assigned​

Requirements

• Bachelor’s degree in Accounting, Tax, Finance, or a related discipline
• Minimum of 7 years of progressive U.S. tax compliance and consulting experience in public accounting, with at least 2 years in a management or supervisory role
• Active CPA license
• Demonstrated experience serving Family Office clients, high-net-worth individuals, and related entities (closely held corporations, S corporations, partnerships, and trusts)
• Proven track record of managing multiple complex client engagements simultaneously and ensuring timely delivery
• Hands-on experience with tax preparation and review software
• Strong project management skills, including budget oversight, resource allocation, and deadline management
• Demonstrated ability to coach, mentor, and develop team members
• Excellent research, writing, and analytical skills, with the ability to communicate complex tax matters clearly to non-tax professionals
• Strong client service orientation with a proven ability to retain and grow client relationships
• Flexibility to work from home while collaborating in person half the time

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