Tax Senior Manager, Private Client Advisors

Job Responsibilities

• Perform technical reviews of tax returns for high-net-worth individuals, primarily their personal income tax returns as well as their closely held businesses (pass‑through entities), trust, estate, and gift tax returns.
• Provide consultation on business and/or personal transactions (if applicable), and on related tax implications, consequences, and treatment.
• Develop responses to IRS and other regulatory and tax authorities' audits, notices, and inquiries.
• Manage larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines, and develop less experienced engagement personnel, primarily managers and supervisors.
• Review or conduct high‑level research of complex or emerging tax issues and prepare memorandums to support conclusions.
• Identify assignment resource requirements and ensure the most appropriate resources are assigned to specific assignment roles.
• Continually build on technical expertise in taxation by attending continuing professional education courses or utilizing other training resources.
• Keep current with tax law changes and provide updates and training to the firm’s tax practice members.
• Train and develop less experienced individuals responsible for engagement management responsibilities, including managing budgets, scheduling and staffing, due‑date management and client relations.

• Bachelor’s Degree in Accounting, Tax, Finance, or related discipline.
• Qualified to practice before the IRS (i.e., JD, CPA, or EA).
• Minimum of 6 years’ experience in public accounting in taxation or equivalent experience.
• Minimum of 2 years in a managerial role involving clients and team members.
• Possess a strong knowledge of accounting theory and federal, state and local tax laws.

• Master’s Degree in Taxation.
• Advanced understanding of planning and compliance concepts related to high‑net‑worth individual and fiduciary income tax, gift tax, and estate tax.

• Medical, dental, and vision coverage.
• Generous PTO plan and paid sick time.
• Flexible work arrangements.
• 401(k) with profit sharing.
• Wellness program.
• Generous parental leave.
• 11 paid holidays.

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.

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.

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