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   

• Advanced understanding of planning and compliance concepts related to high-net-worth individual and fiduciary income tax, gift tax, and estate tax

"Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.

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 

To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/ 

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