Tax Manager, Private Client Advisors jobs in United States
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Armanino · 1 day ago

Tax Manager, Private Client Advisors

Armanino is among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. They are seeking a Tax Manager to review and coordinate the preparation of tax returns for high-net-worth individuals and advise clients on a full spectrum of tax services.

AccountingAssociationCommunitiesConsultingFinanceFood and BeverageInformation TechnologyWine And Spirits
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Growth Opportunities
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H1B Sponsor Likelynote

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

Qualification

CPAUS tax consultingBachelor's DegreeManagerial experienceMaster’s Degree

Required

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

Master's Degree in Taxation

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

Company

Armanino

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Armanino LLP is an accounting and consulting firm that provides a complete array of traditional and non-traditional services.

H1B Sponsorship

Armanino has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (17)
2023 (12)
2022 (26)
2021 (28)
2020 (25)

Funding

Current Stage
Late Stage

Leadership Team

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Matt Armanino
CEO & Managing Partner
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Ajay Mesuria, MBA, CPA
Senior Director - CFO Advisory Services
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Company data provided by crunchbase