Irvine, California, United States of America
8 days ago
Tax Director, Private Client Advisors

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.

Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.  

Job Responsibilities   

Perform technical reviews of tax returns for high-net-worth individuals, primarily their personal income tax returns as well as their closely held businesses (pass through entities), trust, estate, and gift tax returns. 

Provide consultation on business and/or personal transactions (if applicable), and the related tax implications, consequences and treatment.  

Manage larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines and develops less experienced engagement personnel, primarily managers and supervisors.  

Review or conduct high level research of complex or emerging tax issues and prepare memorandums to support conclusions.  

Engage with our internal business development department, builds relationships across the firm internally, identify potential cross-selling opportunities for clients and actively brings the opportunities to clients, collaborating across AMLLP service lines. 

Engage in thought leadership, contributing to technical publications and engaging in speaking opportunities (both internally and externally) 

Develops our internal professionals by leading formal learning opportunities/trainings or supporting the development of training materials in collaboration with Learning & Development Team and sharing knowledge 

Train and develop managers responsible for engagement management responsibilities, including analyze billing, managing complex budgets, scheduling and staffing, due date management and client relations. 

Continually build on technical expertise in taxation by attending continuing professional education courses or utilizing other training resource   

Keep current with tax law changes and provide updates and training to the firm’s tax practice members.  

 

Requirements   

Bachelor's Degree in Accounting, Tax, Finance, or related discipline  

CPA or equivalent credential 

Minimum of 7 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 

 

Preferred Qualifications   

Master’s Degree in Taxation   

“Armanino” is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. 

 

Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.    

    

Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.    

  

Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition’s knowledge will result in termination of contract.   

    

Certain states require us to disclose the pay range and benefits summary for job openings. The compensation range for this position: $191,700-$259,300. Compensation may vary based on skills, role, and location.     

 

Armanino has a robust offering of benefits, including:   

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  

   

For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.    

    

For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance   

 

To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/   

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