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Tax Senior Manager, Private Client Advisors
2 months ago
At Armanino, we empower our professionals to chart their own career paths, allowing them to pursue challenges that ignite their passion and align with their values.
We take pride in being one of the top 20 largest accounting and consulting firms in the nation and a Best Place to Work. Our community of resources is dedicated to supporting your ideas, building your skills, and expanding your professional network.
We believe that your personal and professional life should harmonize, not collide. That's why we've created a unique work environment where your passions, work, and relationships can overlap. Our goal is to help you achieve growth by providing access to a network of smart and supportive individuals who are eager to listen to your ideas.
Job Responsibilities- Conduct in-depth 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.
- Offer 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 develop 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 resources.
- 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.
- Bachelor's Degree in Accounting, Tax, Finance, or a related discipline.
- CPA or equivalent credential.
- 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.
- Master's Degree in Taxation.
