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

Armanino

Multiple Locations, , US
Technical review of tax returns
Management of complex client engagements
High-net-worth individual tax planning
Armanino offers a unique work environment where passions, work, and family can overlap, supporting career growth through a network of smart and supportive people

Job Summary

  • Armanino offers a unique work environment where passions, work, and family can overlap, supporting career growth through a network of smart and supportive people.
  • The role involves managing complex tax engagements for high-net-worth individuals, providing consultation on tax implications, and developing less experienced personnel.
  • Armanino provides a robust benefits package including medical, dental, vision, generous PTO, flexible work arrangements, 401K with profit sharing, and wellness programs.

Matching Summary

Armanino offers a unique work environment where passions, work, and family can overlap, supporting career growth through a network of smart and supportive people.

Skills & Requirements

Must-have

  • Technical review of tax returns
  • Management of complex client engagements
  • High-net-worth individual tax planning
  • Trust, estate, and gift tax expertise
  • Client and team leadership
  • Tax law compliance and updates

Nice-to-have

  • Cross-selling and business development
  • Thought leadership and speaking engagements
  • Training and professional development
  • Flexible work arrangements
  • Wellness and parental leave benefits

Key Requirements

  • Bachelor's Degree in Accounting, Tax, Finance or related
  • Qualified to practice before the IRS (JD, CPA, or EA)
  • Minimum 8 years public accounting taxation experience
  • Minimum 4 years managerial experience
  • Advanced knowledge of fiduciary and gift tax laws

Work Rights

Not specified

Tailored Resume

Cover Letter