Tax Senior Associate — High-Net-Worth Tax & Growth Path

Armanino Advisory LLC; Philadelphia (Philadelphia County); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

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

Job summary

Armanino Advisory LLC in the United States seeks a tax professional to prepare and review tax returns for high-net-worth individuals and related entities. You will conduct tax research into industry developments and identify planning opportunities to align with client goals.

The role supports the partner team in strategy, delivery, and coaching, with opportunities for growth and a comprehensive benefits package.

Qualifications

• Bachelor's Degree in Accounting, Tax, Finance, or related discipline.
• Minimum of 2 years’ experience in US tax consulting/compliance within public accounting.
• Master’s Degree in Taxation.

Responsibilities

• Preparation and review 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
• Conduct tax research into industry and government developments as it relates to wealth planning opportunities and strive to maintain up-to-date tax knowledge
• Identify key planning opportunities throughout the year and develop a framework for tax strategies that best align with client needs and goals
• Assist in identifying and promoting the development of new delivery capabilities and/or channels to satisfy evolving market requirements
• Support the partner team in the development and planning of practice strategy, objectives, and budgets
• Build on strong coaching skills to mentor key talent

Education

Bachelor's Degree in Accounting, Tax, Finance

Master’s Degree in Taxation

Job description

Armanino Advisory LLC in the United States seeks a tax professional to prepare and review tax returns for high-net-worth individuals and related entities. You will conduct tax research into industry developments and identify planning opportunities to align with client goals.

The role supports the partner team in strategy, delivery, and coaching, with opportunities for growth and a comprehensive benefits package.