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

Armanino LLP; Los Angeles (CA); On-site; USD 196,000 - 254,000; 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 LLP seeks a Tax Director for Private Client Advisors (Estate, Gift & Trust) to lead technical reviews of complex tax returns and guide engagements for high-net-worth individuals and their closely held entities. The role includes client consultations, risk management, and mentoring junior staff.

Ideal candidates bring extensive tax experience, strong planning knowledge, and leadership abilities. The position supports multiple California offices and offers a path for professional growth

Qualifications

• Advanced understanding of planning and compliance concepts related to high-net-worth individuals and fiduciary income tax
• Strong knowledge of federal, state and local tax laws
• Experience reviewing complex tax returns for high-net-worth individuals and trusts

Responsibilities

• Perform technical reviews of tax returns for high-net-worth individuals, trusts, estates, and gift tax
• Provide consultation on business and/or personal transactions and related tax implications
• Manage large, complex engagements and multiple client workflows to minimize risk and meet deadlines
• Research complex/tax issues and prepare memoranda to support conclusions
• Develop internal professionals through trainings and mentoring of managers/supervisors

Skills

Estate tax

Gift tax

High-net-worth taxation

Client relations

Education

Bachelor's Degree in Accounting/Tax/Finance

Master’s Degree in Accounting or Taxation

CPA/JD/EA license

Job description

Armanino LLP seeks a Tax Director for Private Client Advisors (Estate, Gift & Trust) to lead technical reviews of complex tax returns and guide engagements for high-net-worth individuals and their closely held entities. The role includes client consultations, risk management, and mentoring junior staff.

Ideal candidates bring extensive tax experience, strong planning knowledge, and leadership abilities. The position supports multiple California offices and offers a path for professional growth