Tax Manager, Private Client Advisors

Posted 20 Days Ago
Be an Early Applicant
Austin, TX
Mid level
Financial Services
The Role
The Tax Manager will oversee the preparation and review of tax returns for high-net-worth clients, advise on tax services, conduct complex tax research, manage client engagements, and mentor staff. Responsibilities also include analyzing billing and helping with business development.
Summary Generated by Built In

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” 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.    

 

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/  

 

#LI-Hybrid

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

The Company
HQ: San Ramon, CA
2,706 Employees
On-site Workplace
Year Founded: 1969

What We Do

Armanino LLP is a Top 20 CPA & Consulting firm in the nation, one of the "Best of the Best"​ accounting firms and a Best Places to Work, both nationally and regionally. We have a strong commitment to our communities and are a Green Certified business.

Armanino brings depth, expertise and value to its clients. We strive to be unique in the market by providing on-site partner involvement and deep industry expertise with a regional perspective for both private and public companies. We offer a high personal level of attention to our clients and strive to communicate on your business needs and provide proactive counsel throughout the year.

We are perfectly positioned to provide services to companies that are looking for an alternative to national or "Big Four"​ firms or outgrowing their local CPA. We have three departments consisting of Audit, Tax and Consulting that provide a complete array of traditional and non-traditional services.

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