Job 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

• Develop responses to IRS and other regulatory and tax authorities' audits, notices and inquiries

• 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

• Identify assignment resource requirements and ensure the most appropriate resources are assigned to specific assignment roles 

• 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 

• Train and develop less experienced individuals responsible for engagement management responsibilities, including managing budgets, scheduling and staffing, due date management and client relations

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 6 years' experience in public accounting in taxation or equivalent experience

• Minimum of 2 years in a managerial role involving clients and team members

• Possess a strong knowledge of accounting theory and federal, state and local tax laws

Preferred Qualifications

• Master’s Degree in Taxation 

Certain states require us to disclose the pay range and benefits summary for job openings. The compensation range for this position: $159,200-$231,200. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.

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