Tax Director, Private Client Advisors (Estate, Gift & Trust)

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

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.

Job 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 consistent 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.

Requirements

• Bachelor's Degree in Accounting, Tax, Finance, or a related discipline.
• Qualified to practice before the IRS (i.e., JD, CPA, or EA).
• Minimum of 12 years' experience in public accounting, law, wealth advisory, or an equivalent role with a significant focus on estate, gift, trust, and fiduciary taxation.
• Minimum of 6 years in a senior leadership role involving complex client relationships, practice development, and the leadership of managers and other professionals.
• Demonstrated mastery of estate and gift tax planning and compliance, fiduciary income taxation, generation-skipping transfer tax, wealth transfer strategies, and the administration of trusts and estates.
• Proven ability to lead significant client relationships, develop business, manage practice economics, influence senior stakeholders, and guide teams through complex technical and operational matters.

Preferred Qualifications

• Master's Degree in Accounting or Taxation, LLM in Taxation or Estate Planning, or significant estate and trust specialization.

Compensation and Benefits

• For Southern California residents, the compensation range for this position: $195,700 - $254,400.
• For Northern California residents, the compensation range for this position: $195,100 - $265,900.
• Compensation may vary based on skills, role, and location.
• Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.
• Medical, dental, vision
• Generous PTO plan and paid sick time
• Flexible work arrangements
• 401K with Profit Sharing
• Wellness program
• Generous parental leave
• 11 paid holidays

Equal Employment Opportunity

Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.

Additional Information

Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Certain states require us to disclose the pay range and benefits summary for job openings. For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/ "Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.