Transaction Tax Manager leading innovative tax planning and compliance for M&A projects. Collaborating with the Transaction Tax team to manage client engagements and mentor junior staff.
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
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