Philadelphia, Pennsylvania, USA
165 days ago
Tax Manager, 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 Accounting and Consulting 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 

Review and coordinate preparation of tax returns as it relates to high-net-worth individuals, primarily their personal income tax return as well as their closely held businesses, trust, estate, and gift tax returns

Advise clients on a full spectrum of tax services, including planning, research, compliance, allocations and general transactional activities 

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

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 assignment roles

Analyze billing and assist with accounts receivable collections from clients

Assist with new business development, extended service and tax issue recognition for existing clients 

Seek regular client assessment of assignment progress and overall feedback on performance

Coach and mentor staff and seniors on client engagements and career path

Consult with high-net-worth clients and their team of advisors as needed on income tax planning, trust, estate, and inheritance tax planning

Requirements 

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

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

Preferred Qualifications 

Master’s Degree in Taxation 

CPA or equivalent credential

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.      

 

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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