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Armanino · 8 hours ago

Director, Family Office Tax Services

Dallas, TX

Full-time

Onsite

Senior Level, Lead/Staff

9+ years exp

Armanino is one of the top 20 largest firms in the nation and a best place to work, offering a supportive environment for career growth. The Director of Family Office Tax Services will be responsible for reviewing tax returns, developing client relationships, and managing assignment resources to ensure profitability and satisfaction.

AccountingAssociationCommunitiesConsultingFinanceFood and BeverageInformation TechnologyWine And Spirits

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Review of Corporate, Partnership, Trust, and Individual tax returns for Entertainment Industry professionals, Athletes, High Net Worth and Family Office type clients and all their related entities

Conduct online tax research

Accounting work needed for tax returns

Develop and nurture long-term relationships with client

Develop solutions for clients and champion the implementation of ideas

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

Anticipate, identify and resolves complex assignment issues

Seek regular client assessment of assignment progress and overall feedback on performance

Manage groups to ensure profitability in the short and long term

Support the partner team in identifying and promoting the development of new delivery capabilities and/or channels to satisfy evolving market requirements

Support the partner team in the development and planning of practice unit strategy, objectives, and budgets

Identify and develop new initiatives to increase retention, meet resourcing needs, utilization and people development

Build on strong coaching skills to mentor key talent

Share and transfer knowledge and skills to the team

Engage in ongoing personal development in line with the competency model

Performs other related duties as assigned

Qualification

US tax consultingCPA licenseTax software proficiencyAnalytical skillsProject managementRelationship buildingSelling skillsCoaching skillsVerbal communicationWritten communication

Required

Minimum 9 years of US tax consulting/ compliance experience in public accounting. Experience with a wide variety of entity types

CPA license required

Strong interpersonal and relationship building skills

Strong selling skills – generating leads, making contacts and securing clients

Strong project management and leadership skills including the ability to successfully coach and mentor talented people

Strong research, writing and analytical skills

Excellent verbal and written communication skills

Technical proficiency in tax software applications

Experience in delivery of quality client service

Preferred

Bachelors Degree in Accounting, Tax, Finance or related discipline, Masters 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

Glassdoor3.9

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

Founded in 1969

San Ramon, California, USA

1001-5000 employees

http://www.armaninollp.com/

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)