Senior Tax Manager, Private Client Advisory

Armanino Advisory LLC; St. Louis (MO); On-site; USD 140,000 - 190,000; 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 seeking a Senior Tax Manager to lead complex tax engagements for high-net-worth individuals and closely held entities. You will coordinate personal, trust and estate returns, provide planning and advisory services, and ensure high-quality client service.

The role requires a CPA/JD/EA, 4+ years in US tax consulting, and at least 1 year in a managerial capacity. Strong leadership and collaboration are essential for success in our dynamic firm.

Qualifications

• Bachelor's Degree in Accounting, Tax, Finance, or related discipline is required.
• 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.
• Minimum of 1 year in a managerial role involving clients and team members.

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

Education

Bachelor's Degree in Accounting, Tax, Finance, or related discipline

Master’s Degree in Taxation

Job description

Armanino is seeking a Senior Tax Manager to lead complex tax engagements for high-net-worth individuals and closely held entities. You will coordinate personal, trust and estate returns, provide planning and advisory services, and ensure high-quality client service.

The role requires a CPA/JD/EA, 4+ years in US tax consulting, and at least 1 year in a managerial capacity. Strong leadership and collaboration are essential for success in our dynamic firm.