Tax Manager - Private Client Advisors

Armanino; Ahmedabad District; On-site; INR 1,800,000 - 3,000,000; Full time

Job summary

Armanino India LLP, a fully owned subsidiary of Armanino (USA), seeks a tax professional with strong public accounting background to lead personal income tax, trusts, estates and related planning for high-net-worth clients. The role includes client advisory, research, and mentoring junior staff, with opportunities to drive business development.

Qualified candidates have 5+ years in taxation and at least 3 years in management, CPA or CA credentials, and proficiency in Axcess Tax, XCM, TaxCaddy,

Qualifications

• Bachelor’s or Master’s degree in Accounting, Finance or related field.
• Certified Public Accountant (US) or qualified Chartered Accountant.
• Minimum of 5 years’ experience in public accounting in taxation or equivalent.
• Minimum of 3 years in a managerial role involving clients and team members.
• Excellent communication skills and proficiency in Microsoft Office.

Responsibilities

• Review and coordinate preparation of tax returns for high-net-worth individuals and their entities.
• Advise clients on tax planning, research, compliance and related activities.
• Conduct high level research and prepare memorandums to support conclusions.
• Set objectives and work plan with clients and allocate resources accordingly.
• Assist with billing, accounts receivable and business development efforts.
• Coach staff and seniors on engagements and career paths.

Skills

Communication skills

MS Office

Tech savvy

Client management

Education

Bachelor’s or Master’s in Accounting/Finance

Tools

Axcess Tax

XCM

TaxCaddy

SurePrep

Caseware

Job description

Job Description:

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.

Armanino (USA) is proud to beamong the top 20 Largest Firms in the United States of Americaand one of theBest Places to Work. Armanino (USA) has more than 2500 employees across the USA and more than 20 offices in different states of the USA. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.

This open position is for Armanino India LLP, which is located in India. Armanino India LLP is a fully owned subsidiary of Armanino (USA).

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

Requirements

• Bachelor\'s or Master’s degree in Accounting, Finance or related field

• Certified Public Accountant (US) or qualified Chartered Accountant

• Expert knowledge on Axcess Tax, XCM, TaxCaddy, SurePrep, and Caseware preferred

• Minimum of 5 years’ experience in public accounting in taxation or equivalent experience

• Minimum of 3 years in a managerial role involving clients and team members

• Excellent communication skills

• Proficient in Microsoft Office Applications

• Tech savvy & adaptable to changing work expectations.

Compensation and Benefits

• Compensation: Commensurate with Industry standards

• Other Benefits: Provident Fund, Gratuity, Medical Insurance, Group Personal Accident Insurance etc. employment benefits depending on the position.

Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall,transfer, leaves of absence, compensation and training.

Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

Requirements: