Tax Supervising Senior

Vivid Resources; San Ramon (CA); Hybrid; USD 140,000 - 210,000; Full time

Benefits offered by this job

Unlimited PTO

11 paid holidays

Hybrid work model

Home office stipend

Volunteer time off

Job summary

Armanino is seeking a PCA Tax Supervising Senior to lead sophisticated tax compliance, consulting, and wealth-preservation workflows for UHNWIs and family offices. You will supervise staff accountants and interns while guiding complex filings from our San Ramon or San Jose offices.

The role combines technical tax execution with mentorship, training, and proactive year-round planning, including charitable giving, estate strategies, and wealth transfers, within a flexible hybrid environment.

Qualifications

• Bachelor's or Master's degree in accounting, taxation, finance, or a related field.
• Minimum 3 years of public accounting experience with UHNWIs, trusts, estates, or private client services.
• Minimum 1 year of supervision experience, formal or informal.
• Active CPA license or EA designation preferred, or CPA exam in progress.
• Advanced proficiency with modern tax software ecosystems.

Responsibilities

• Review and prepare highly complex federal and multi-state tax returns for UHNWIs and trusts.
• Analyze and oversee compliance for closely-held business entities (S-corporations, partnerships, LLCs).
• Address sophisticated tax issues including multi-state residency shifts and equity-based compensation.
• Perform technical research and draft memorandums supporting wealth strategies.
• Partner with leadership on year-round tax planning and wealth transfers.

Skills

Staff supervision

Mentoring

Tax planning

Education

Bachelor's or Master's in Accounting/Taxation/Finance

Tools

CCH Axcess Tax

GoSystem Tax RS

Electronic workpapers

Job description

PCA Tax Supervising Senior (With Culture & Perks)

POSITION SUMMARY

As a Tax Supervising Senior in the Private Client Advisors (PCA) practice, you will serve as a key technical asset and frontline supervisor managing sophisticated tax compliance, consulting, and wealth-preservation workflows. This role caters to ultra-high-net-worth individuals (UHNWIs), multi-generational families, tech executives, entrepreneurs, and owners of closely-held pass-through entities. Based out of our San Ramon or San Jose office, you will blend complex compliance execution with the active mentorship, training, and supervision of staff accountants and interns.

REPORTING RELATIONSHIPS

Reports to: PCA Tax Manager / Senior Manager / Director
Supervises: PCA Tax Staff Accountants and Interns

KEY RESPONSIBILITIES

• Review and prepare highly complex federal and multi-state tax returns for high-net-worth individuals (Form 1040), complex trusts (Form 1041), gift tax returns (Form 706/709), and private foundations (Form 990-PF).
• Analyze and oversee compliance for closely-held business entities often tied to family wealth, including S-Corporations (Form 1120-S), Partnerships, and LLCs (Form 1065).
• Address sophisticated private client tax issues, such as multi-state residency shifts, equity-based compensation (ISOs, NSOs, RSUs), passive activity limitations, alternative minimum tax (AMT), and net investment income tax (NIIT).
• Perform technical research on complex, evolving tax regulations utilizing authoritative platforms (RIA Checkpoint, BNA) and draft comprehensive technical memorandums supporting client wealth strategies.
• Partner with PCA leadership on proactive, year-round tax planning, including charitable giving strategies, estate freeze techniques, and generational wealth transfers.

Supervision & Engagement Management

• Act as the frontline supervisor for the engagement pipeline, delegating tax return preparation tasks to maximize team capacity and meet strict deadlines.
• Provide daily technical guidance, workpaper review, and constructive on-the-job feedback to staff accountants and interns.
• Train junior team members on specialized private client software ecosystems, including CCH Axcess, XCM workflow manager, and SurePrep/1040SCAN.
• Monitor progress against project budgets, ensuring timely preparation of deliverables while accurately managing personal and team time entries.
• Analyze billing metrics and assist leadership with accounts receivable and collections from clients.

Client Service & Communication

• Serve as a direct point of contact for clients, family offices, and their trusted third-party advisors (including estate attorneys and investment managers) to collect data and resolve open items.
• Draft professional responses and defensive strategies to address notices, inquiries, and audits from the IRS and state taxing authorities (such as the California Franchise Tax Board).

QUALIFICATIONS

• Education: Bachelor's or Master's degree in Accounting, Taxation, Finance, or a related field.
• Experience: Minimum of 3 years of public accounting experience, with a clear focus on high-net-worth individuals, trusts, estates, or private client services.
• Management Track: Minimum of 1 year of formal or informal experience supervising the work of others, including reviewing workpapers or onboarding junior staff.
• Licenses: Active U.S. Certified Public Accountant (CPA) license or Enrolled Agent (EA) designation is strongly preferred, or actively sitting for the CPA exam.
• Technical Skills: Advanced proficiency with modern tax software ecosystems, specifically CCH Axcess Tax, GoSystem Tax RS, and electronic workpaper solutions.

COMPENSATION, BENEFITS & PERKS

Armanino believes that you shouldn't have to check out of life when you check in to work. Our total rewards package is designed to support your physical, financial, and emotional well-being.

Time Off & True Flexibility

• Self-Managed PTO: Enjoy autonomy over your schedule with an unlimited, self-managed vacation policy for exempt employees, ensuring you can rest and recharge when you need it.
• Firm Holidays: 11 paid firm holidays annually, allowing team members to collectively unplug.
• Hybrid Frameworks & Office Perks: Enjoy a flexible hybrid setup with standard work-from-home schedules alongside home office credits and cell phone reimbursements. When you are in our San Jose or San Ramon offices, take advantage of modern workspaces, casual dress codes, and fully stocked kitchens filled with free snacks and drinks.
• Volunteer Time Off (VTO): Participate in firm-wide impact initiatives like "The Great Give" days of service, or utilize paid VTO and "Volunteer Vacations" backed by internal corporate grants.

Financial Security & Future Wealth

• Retirement Options: Both traditional Pre-Tax and Roth 401(k) accounts are available upon your hire date.
• Annual Profit-Sharing Plan: Benefit from annual firm-directed discretionary retirement contributions made directly into employee accounts to boost long-term wealth.
• Specialized Financial Planning: Access completely free, independent financial planning services through specialized advisors to map your personal investments and monetary milestones.
• Professional Growth Incentives: Take advantage of structured CPA exam milestone bonuses, direct tuition assistance, and an individualized personal learning and development budget.

Comprehensive Healthcare & Family Building

• Premier Medical, Dental & Vision: Robust medical alternatives (including adult orthodontia coverage) with tax-advantaged Health Savings Accounts (HSAs) featuring annual corporate cash contributions.
• Modern Family Planning: Access specialized fertility and family-forming support through our Stork Club partnership, designed to aid all pathways to parenthood, including adoption assistance.
• Holistic Wellness Resources: On-demand mental health counseling via our employee assistance program (EAP), gym/health lifestyle credits, and a firm-sponsored comprehensive wellness initiative.