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Armanino · 1 day ago

Tax Director, Private Client Advisors (Estate, Gift & Trust)

Philadelphia, Pennsylvania

Full-time

Onsite

Senior Level, Lead/Staff

8+ years exp

Armanino is among the top 20 largest accounting and consulting firms in the nation, seeking a Tax Director for their Private Client Advisors team. The role involves performing technical reviews of tax returns for high-net-worth clients, managing complex engagements, and developing internal professionals through training and thought leadership.

AccountingAssociationCommunitiesConsultingFinanceFood and BeverageInformation TechnologyWine And Spirits

Growth Opportunities

H1B Sponsor Likely

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

Qualification

CPATaxation expertiseManagerial experienceAccounting theoryHigh-net-worth taxationTeam developmentCommunication skillsLeadership skills

Required

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

Qualified to practice before the IRS (i.e., JD, CPA, or EA)

Minimum of 8 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

Master's Degree in Accounting or Taxation

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

Company

Armanino

Glassdoor3.9

Armanino LLP is an accounting and consulting firm that provides a complete array of traditional and non-traditional services.

Founded in 1969

San Ramon, California, USA

1001-5000 employees

http://www.armaninollp.com/

H1B Sponsorship

Armanino has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (2)

2024 (17)

2023 (12)

2022 (26)

2021 (28)

2020 (25)