Estate, Gift & Trust Director: Strategic Leader

Armanino; San Ramon (CA); On-site; USD 195,000 - 266,000; Full time

Benefits offered by this job

Medical, dental, vision

PTO and paid time off

401K with Profit Sharing

Wellness program

Parental leave

11 paid holidays

Job summary

Armanino is seeking a senior leader to provide strategic and technical leadership for our Estate, Gift and Trust practice. You will oversee complex estate and fiduciary tax matters for high-net-worth individuals and families, serving as a trusted advisor to clients and their professionals.

You will lead engagements, manage pricing and budgets, develop business, and mentor directors and managers while advancing the firm’s market presence in estate planning and wealth transfer strategies.

Qualifications

• Bachelor's Degree in Accounting, Tax, Finance or related discipline.
• Qualified to practice before the IRS (JD, CPA, or EA).
• Minimum of 12 years' experience in public accounting, law, wealth advisory, or equivalent with focus on estate, gift, trust, and fiduciary taxation.
• Minimum of 6 years in a senior leadership role involving complex client relationships, practice development, and leading managers/professionals.
• Demonstrated mastery of estate and gift tax planning, fiduciary income taxation, generation-skipping transfer tax, and wealth transfer strategies.

Responsibilities

• Provide strategic and technical leadership for the Estate, Gift and Trust practice, including oversight of complex federal and state matters for high-net-worth individuals and estates.
• Advise clients and advisors on sophisticated planning strategies including multigenerational wealth transfer and business succession.
• Lead the firm’s most complex engagements, setting strategy and overseeing quality, risk, staffing, budgets, and client service.
• Direct high-level research and analysis of estate, gift, fiduciary tax issues and review technical memoranda.
• Build relationships with attorneys, financial advisors, family offices, trustees, and executors to expand presence in the estate, gift, and trust market.

Skills

Leadership

Strategic thinking

Tax expertise

Client relations

Communication

Education

Bachelor's Degree in Accounting/Tax/Finance

Master's Degree in Accounting/Taxation/LLM

Job description

Armanino is seeking a senior leader to provide strategic and technical leadership for our Estate, Gift and Trust practice. You will oversee complex estate and fiduciary tax matters for high-net-worth individuals and families, serving as a trusted advisor to clients and their professionals.

You will lead engagements, manage pricing and budgets, develop business, and mentor directors and managers while advancing the firm’s market presence in estate planning and wealth transfer strategies.