Tax Director, Private Client Advisors (estate, Gift & Trust)

Armanino

Southern California, US
Base: $195,700 - $265,900 depending on location; b...
High-net-worth individual tax compliance
Estate, gift, and trust tax returns
Pass-through entity taxation
The role involves performing technical reviews of tax returns for high-net-worth individuals including trusts, estates, and closely held businesses

Job Summary

  • The role involves performing technical reviews of tax returns for high-net-worth individuals including trusts, estates, and closely held businesses.
  • Armanino offers a unique work environment where passions, work, and family can overlap with access to a supportive network of professionals.
  • Eligible employees can participate in a discretionary long-term financial incentive plan along with robust benefits including medical, dental, vision, and generous PTO.

Matching Summary

The role involves performing technical reviews of tax returns for high-net-worth individuals including trusts, estates, and closely held businesses.

Salary

Base: $195,700 - $265,900 depending on location; Bonus/Equity: Discretionary long-term financial incentive plan available; Benefits: Medical, dental, vision, 401K with Profit Sharing, Generous PTO, parental leave

Skills & Requirements

Must-have

  • High-net-worth individual tax compliance
  • Estate, gift, and trust tax returns
  • Pass-through entity taxation
  • Complex transaction tax consultation
  • Engagement management and risk minimization
  • IRS practice qualification required

Nice-to-have

  • Thought leadership and technical publications
  • Cross-selling opportunities identification
  • Internal training and mentorship capabilities
  • Flexible work arrangements
  • Collaborative firm culture

Key Requirements

  • Bachelor's degree in Accounting, Tax, or Finance
  • Qualified to practice before the IRS (JD, CPA, or EA)
  • Minimum 8 years public accounting tax experience
  • Minimum 4 years in a managerial role
  • Advanced knowledge of fiduciary income tax laws

Work Rights

Not specified

Tailored Resume

Cover Letter