Private Client Tax Manager — High-Net-Worth Advisory

Armanino LLP; Saint Charles (MO); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

PTO & sick leave

Flexible work arrangements

401K with Profit Sharing

Wellness program

Parental leave

11 paid holidays

Job summary

Armanino LLP is seeking a seasoned tax professional to lead high-net-worth client engagements in a dynamic public accounting environment. You will coordinate complex personal and entity tax returns, and provide strategic planning and advisory services across trust, estate, and related tax matters.

You will guide junior staff, manage client relationships, and contribute to business development while maintaining compliance and high-quality deliverables.

Qualifications

• Bachelor’s Degree in Accounting, Tax, Finance, or related discipline.
• Qualified to practice before the IRS (i.e., JD, CPA, or EA).
• Minimum of 4 years’ experience in US tax consulting/compliance within public accounting.

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

Skills

People management

Client advisory

Tax planning

Tax research

Project coordination

Education

Bachelor’s Degree in Accounting/Tax/Finance

CPA/EA/JD qualification

Master’s Degree in Taxation

Job description

Armanino LLP is seeking a seasoned tax professional to lead high-net-worth client engagements in a dynamic public accounting environment. You will coordinate complex personal and entity tax returns, and provide strategic planning and advisory services across trust, estate, and related tax matters.

You will guide junior staff, manage client relationships, and contribute to business development while maintaining compliance and high-quality deliverables.