Estate, Gift & Trust Tax Director | Strategic Leader

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

Benefits offered by this job

Medical, dental, vision

Generous PTO

Flexible work arrangements

401K with Profit Sharing

Wellness program

Generous parental leave

11 paid holidays

Job summary

Armanino seeks a senior leader to head the Estate, Gift and Trust practice in California. You will provide strategic and technical leadership for complex fiduciary matters for high-net-worth individuals and families, and serve as a trusted advisor to clients and their advisers.

You will lead major engagements, develop business, manage practice economics, and shape talent strategy while staying current on evolving estate and gift tax regulations.

Qualifications

• 12+ years in public accounting, law, wealth advisory or equivalent with a significant focus on estate, gift, trust, and fiduciary taxation.
• 6+ years in a senior leadership role involving complex client relationships, practice development, and leadership of managers and professionals.
• Mastery of estate and gift tax planning and compliance, fiduciary income taxation, generation-skipping transfer tax, wealth transfer strategies, and administration of trusts and estates.
• Ability to lead significant client relationships and guide teams through complex technical and operational matters.

Responsibilities

• Provide strategic and technical leadership for the Estate, Gift and Trust practice, including oversight of complex federal and state estate, gift, generation-skipping transfer, fiduciary income, and related tax matters for high-net-worth individuals, families, trusts, and estates.
• Serve as a senior advisor to clients and their professional advisors on sophisticated estate, gift, and trust planning strategies, including multigenerational wealth transfer, business succession, charitable planning, fiduciary matters, and the tax implications of significant personal and business transactions.
• Lead the firm’s most complex and significant estate, gift, and trust engagements, setting engagement strategy and overseeing quality, risk management, staffing, workflow, budgets, deadlines, and client service.
• Direct high-level research and technical analysis of complex or emerging estate, gift, trust, and fiduciary tax issues; review technical memoranda and establish well-supported positions and recommendations.
• Build and maintain trusted relationships with attorneys, financial advisors, family offices, trustees, executors, and other centers of influence to deliver integrated solutions and expand the firm’s presence in the estate, gift, and trust market.
• Drive practice growth by developing new business, expanding key client relationships, identifying cross-service opportunities, supporting pursuits, and collaborating across Armanino service lines.
• Advance the firm’s market reputation through thought leadership, technical publications, client alerts, industry participation, and internal and external speaking engagements focused on estate, gift, and trust matters.
• Shape the practice’s talent strategy by sponsoring and developing directors, managers, and supervisors; strengthening succession pipelines; leading technical training; and promoting knowledge sharing across the tax practice.
• Provide leadership over engagement economics and operating performance, including portfolio management, pricing, billing, collections, resource planning, capacity management, and the achievement of practice goals.
• Monitor legislative, regulatory, judicial, and administrative developments affecting estate, gift, trust, fiduciary, and generation-skipping transfer taxation, and translate changes into firm guidance, client strategies, and practice priorities.

Skills

Estate tax planning

Fiduciary taxation

Client relationship management

Leadership experience

Tax research

Education

Bachelor's Degree in Accounting, Tax, Finance

CPA certification

Job description

Armanino seeks a senior leader to head the Estate, Gift and Trust practice in California. You will provide strategic and technical leadership for complex fiduciary matters for high-net-worth individuals and families, and serve as a trusted advisor to clients and their advisers.

You will lead major engagements, develop business, manage practice economics, and shape talent strategy while staying current on evolving estate and gift tax regulations.