Tax Supervising Senior, Private Client Advisors
Armanino
full-time
Posted on:
Location Type: Office
Location: San Ramon • California • United States
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Salary
💰 $96,800 - $131,900 per year
Job Level
About the role
- 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 mentorship capabilities by guiding key talent through constructive criticism and growth opportunities
- Lead and supervise staff by actively managing a pipeline of projects and resources
- Maintain great relationships with clients, understanding their unique needs to provide a tailored service
Requirements
- Bachelor's Degree in Accounting, Tax, Finance or a related discipline
- Minimum of 3 years' experience in US tax consulting/compliance within public accounting
- Minimum of 1 year experience in supervising the work of others, including delegation, training and development of staff and interns
- Preferred Qualifications Master’s Degree in Taxation
- CPA or equivalent credential
- Experience with a wide variety of entity types
Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
tax returns preparationtax researchwealth planningtax strategies developmentproject managementclient relationship managementUS tax consultingtax compliancesupervisionentity types experience
Soft Skills
mentorshipconstructive criticismleadershipcommunicationrelationship buildingstrategic planningteam managementdelegationtrainingdevelopment
Certifications
Bachelor's Degree in AccountingBachelor's Degree in TaxBachelor's Degree in FinanceMaster’s Degree in TaxationCPA