Senior Tax Director: High-Net-Worth & Estates (Hybrid)

Financeroles; San Ramon (CA); Hybrid; 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 is a top national accounting and consulting firm seeking a senior tax professional to oversee complex engagements for high-net-worth individuals and their entities. You will review returns, advise on planning, and manage multi-client workflows with a focus on quality and client service.

The role emphasizes mentorship of managers, staying current with tax law changes, and contributing to firm thought leadership, training, and cross-functional collaboration.

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 8 years' experience in public accounting in taxation
• Minimum of 4 years in a managerial role
• Advanced understanding of planning and compliance concepts for high-net-worth individuals and fiduciary income tax

Responsibilities

• Perform technical reviews of tax returns for high-net-worth individuals, primarily personal income tax and related entities
• Provide consultation on business/personal transactions and tax implications
• Manage large, complex engagements and multi-client workflows to minimize risk and meet deadlines
• Review or conduct high-level research and prepare memorandums to support conclusions
• Develop and share training materials; mentor and develop managers and staff

Skills

Taxation

Public accounting

Leadership

Tax planning

Research & memo writing

Education

Bachelor's Degree in Accounting/Tax/Finance

Master’s Degree in Accounting or Taxation

Job description

Armanino is a top national accounting and consulting firm seeking a senior tax professional to oversee complex engagements for high-net-worth individuals and their entities. You will review returns, advise on planning, and manage multi-client workflows with a focus on quality and client service.

The role emphasizes mentorship of managers, staying current with tax law changes, and contributing to firm thought leadership, training, and cross-functional collaboration.