Director, Tax Strategy for High‑Net‑Worth Clients

Armanino; Los Angeles (CA); On-site; USD 168,000 - 229,000; Full time

Benefits offered by this job

Medical, dental, vision

Generous PTO and sick time

Flexible work arrangements

401K with Profit Sharing

Wellness program

Parental leave

11 paid holidays

Job summary

Armanino LLP is seeking a senior tax professional to lead compliance, planning, and advisory engagements for high-net-worth individuals, entertainers, athletes, and family offices in the Los Angeles area.

You will review complex federal and state returns, provide strategic tax planning, supervise engagements, mentor staff, and build lasting client relationships while ensuring accuracy, profitability, and top-tier service.

Qualifications

• Bachelor's degree in Accounting, Taxation, Finance, or a related field.
• Active CPA license.
• Minimum 9 years of progressive U.S. tax compliance and consulting experience in public accounting.
• Significant experience providing tax services to high-net-worth individuals and their related entities.
• Strong technical knowledge of individual, partnership, corporate, and trust taxation, including complex federal and multistate tax matters.
• Demonstrated experience reviewing complex tax returns and providing proactive tax planning and advisory services.
• Proven ability to manage multiple client engagements, maintain strong client relationships, and deliver high-quality service.
• Experience leading, developing, and mentoring tax professionals.
• Strong project management skills, including engagement planning, resource allocation, budgeting, and profitability management.
• Ability to identify business development opportunities and contribute to practice growth.
• Excellent research, analytical, problem-solving, and written and verbal communication skills.
• Proficiency with professional tax preparation and research software.

Responsibilities

• Lead and oversee tax compliance, planning, and advisory engagements for high-net-worth individuals, entertainment industry professionals, athletes, family office clients, and their related entities.
• Review complex federal and state individual, partnership, S corporation, C corporation, trust, and other applicable tax returns, ensuring technical accuracy and compliance.
• Provide strategic tax planning and advisory services, identifying opportunities to minimize tax exposure and address clients' evolving financial and business needs.
• Research and resolve complex tax issues, including multistate taxation, entity structuring, and tax matters involving high-net-worth individuals and closely held businesses.
• Oversee tax-related accounting activities and review financial information necessary to support accurate tax filings and planning.
• Serve as a trusted advisor and primary relationship contact for assigned clients, developing and maintaining long-term relationships.
• Understand client objectives and proactively recommend tax strategies and solutions tailored to their individual and business circumstances.
• Lead multiple client engagements, establishing project scope, timelines, staffing requirements, and deliverables.
• Identify and resolve complex engagement issues while ensuring high-quality client service, timely delivery, and engagement profitability.
• Manage, coach, and mentor tax professionals, providing technical guidance, performance feedback, and professional development opportunities.
• Collaborate with partners and other practice leaders to identify opportunities to expand client relationships and deliver additional services.
• Participate in business development activities, including developing professional relationships, identifying prospective clients, and supporting new business opportunities.
• Support practice leadership in developing strategic initiatives, improving operational efficiencies, and achieving financial and growth objectives.
• Contribute to talent development, resource planning, staff retention, and knowledge sharing across the practice.
• Stay current on changes in federal and state tax laws and proactively communicate relevant developments to clients and team members.
• Perform other related duties as assigned.

Skills

CPA license

Tax compliance

Tax planning

Client relationships

Mentoring

Education

Bachelor's degree in Accounting/Taxation/Finance

Tools

Tax software

Job description

Armanino LLP is seeking a senior tax professional to lead compliance, planning, and advisory engagements for high-net-worth individuals, entertainers, athletes, and family offices in the Los Angeles area.

You will review complex federal and state returns, provide strategic tax planning, supervise engagements, mentor staff, and build lasting client relationships while ensuring accuracy, profitability, and top-tier service.