Bachelor's Degree in Accounting, Tax, Finance, or related discipline
Qualified to practice before the IRS (JD, CPA, or EA)
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
Master's Degree in Taxation preferred
Responsibilities
Review and coordinate preparation of tax returns for high-net-worth individuals and their businesses
Advise clients on comprehensive tax services including planning and compliance
Conduct high-level research on complex tax issues and prepare supporting memorandums
Confirm assignment objectives and work plans with clients
Identify resource requirements and assign appropriate team members
Analyze billing and assist with accounts receivable collections
Support new business development and tax issue recognition for existing clients
Seek client feedback on assignment progress and performance
Coach and mentor staff on client engagements and career development
Consult with clients and their advisors on income tax and estate planning
Benefits
Medical, dental, vision coverage
Generous PTO plan and paid sick time
Flexible work arrangements
401K with Profit Sharing
Wellness program
Generous parental leave
11 paid holidays
Full Job Description
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
Qualified to practice before the IRS (i.e., JD, CPA, or EA)
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
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
About Armanino
Armanino is one of the largest independent accounting and business consulting firms in the United States, with offices in California, Texas, and Illinois. The firm provides a wide range of services to clients in various industries, including audit and assurance, tax planning and compliance, business consulting, and technology consulting. Armanino is committed to delivering innovative solutions and exceptional service to help clients achieve their goals and succeed in today's rapidly changing business environment.
