Armanino

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

Armanino • $160K — $200K *
Boca Raton, FL 33433In-Person
Legal & Accounting
11 - 15 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Accounting, Tax, Finance, or related field.
  • Qualified to practice before the IRS (JD, CPA, or EA).
  • 12+ years in public accounting, law, or wealth advisory, with a focus on estate and gift taxation.
  • 6+ years in senior leadership roles managing complex client relationships.
  • Mastery in estate and gift tax planning, compliance, and fiduciary income taxation.
  • Proven experience in practice development and influence over senior stakeholders.

Responsibilities

  • Provide strategic leadership for the Estate, Gift and Trust practice, oversight of tax matters.
  • Advise clients on estate, gift, and trust planning strategies and tax implications.
  • Lead significant estate and gift engagements, managing quality and risk.
  • Conduct high-level research on complex estate and fiduciary tax issues.
  • Build relationships with legal and financial professionals to drive practice growth.
  • Develop new business opportunities and expand existing client relationships.
  • Promote the firm's reputation through thought leadership and industry engagement.
  • Oversee practice economics, including pricing, billing, and resource management.

Benefits

  • Medical, dental, and vision coverage.
  • Generous PTO and paid sick time.
  • Flexible work arrangements.
  • 401K with profit sharing.
  • Wellness program.
  • Generous parental leave.
  • 11 paid holidays.
Full Job Description
Job Responsibilities
  • Provide strategic and technical leadership for the Estate, Gift and Trust practice, including oversight of complex federal and state estate, gift, generation-skipping transfer, fiduciary income, and related tax matters for high-net-worth individuals, families, trusts, and estates.
  • Serve as a senior advisor to clients and their professional advisors on sophisticated estate, gift, and trust planning strategies, including multigenerational wealth transfer, business succession, charitable planning, fiduciary matters, and the tax implications of significant personal and business transactions.
  • Lead the firm's most complex and significant estate, gift, and trust engagements, setting engagement strategy and overseeing quality, risk management, staffing, workflow, budgets, deadlines, and client service.
  • Direct high-level research and technical analysis of complex or emerging estate, gift, trust, and fiduciary tax issues; review technical memoranda and establish well-supported positions and recommendations.
  • Build and maintain trusted relationships with attorneys, financial advisors, family offices, trustees, executors, and other centers of influence to deliver integrated solutions and expand the firm's presence in the estate, gift, and trust market.
  • Drive practice growth by developing new business, expanding key client relationships, identifying cross-service opportunities, supporting pursuits, and collaborating across Armanino service lines.
  • Advance the firm's market reputation through thought leadership, technical publications, client alerts, industry participation, and internal and external speaking engagements focused on estate, gift, and trust matters.
  • Shape the practice's talent strategy by sponsoring and developing directors, managers, and supervisors; strengthening succession pipelines; leading technical training; and promoting consistent knowledge sharing across the tax practice.
  • Provide leadership over engagement economics and operating performance, including portfolio management, pricing, billing, collections, resource planning, capacity management, and the achievement of practice goals.
  • Monitor legislative, regulatory, judicial, and administrative developments affecting estate, gift, trust, fiduciary, and generation-skipping transfer taxation, and translate changes into firm guidance, client strategies, and practice priorities.


Requirements
  • Bachelor's Degree in Accounting, Tax, Finance, or a related discipline.
  • Qualified to practice before the IRS (i.e., JD, CPA, or EA).
  • Minimum of 12 years' experience in public accounting, law, wealth advisory, or an equivalent role with a significant focus on estate, gift, trust, and fiduciary taxation.
  • Minimum of 6 years in a senior leadership role involving complex client relationships, practice development, and the leadership of managers and other professionals.
  • Demonstrated mastery of estate and gift tax planning and compliance, fiduciary income taxation, generation-skipping transfer tax, wealth transfer strategies, and the administration of trusts and estates.
  • Proven ability to lead significant client relationships, develop business, manage practice economics, influence senior stakeholders, and guide teams through complex technical and operational matters.


Preferred Qualifications
  • Master's Degree in Accounting or Taxation, LLM in Taxation or Estate Planning, or significant estate and trust specialization.


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.
Learn more about Armanino
Size
1,200 employees
Industry
Legal & Accounting
Founded
1953
* Ladders Estimates

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