Tax Manager, Private Client Advisors (Estate, Gift, and Trust)
Armanino McKenna Certified Public Accountants & Consultants - El Segundo, CA
posted 16 days ago
About the position
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.
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
Nice-to-haves
- Master's Degree in Taxation
- CPA or equivalent credential
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
