Tax Manager, Private Client Advisors

Armanino

. Review and coordinate preparation of tax returns related to high-net-worth individuals .

Posted 5/13/2026full-timeIrvine • California • 🇺🇸 United StatesMid-LevelSenior💰 $120,300 - $166,100 per yearWebsite

About the role

Key responsibilities & impact

Review and coordinate preparation of tax returns related to high-net-worth individuals
Advise clients on tax services, including planning, research, compliance, and general transactional activities
Review or conduct high-level research of complex tax issues and prepare memorandums
Confirm assignment objectives, scope and work plan with clients
Identify assignment resource requirements and ensure appropriate resources are assigned
Analyze billing and assist with accounts receivable collections from clients
Assist with new business development and tax issue recognition for existing clients
Seek client assessment of assignment progress and feedback on performance
Coach and mentor staff and seniors on client engagements
Consult with clients on income tax planning, trust, estate, and inheritance tax planning

Requirements

What you’ll need

Bachelor's Degree in Accounting, Tax, Finance, or related discipline
Qualified to practice before the IRS (i.e., JD, CPA, or EA)
Minimum of 4 years' experience in US tax consulting/compliance within public accounting
Minimum of 1 year in a managerial role involving clients and team members

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

tax returnstax planningtax compliancetax researchbilling analysisaccounts receivablebusiness developmentmemorandums preparationclient engagementincome tax planning

Soft Skills

client advisingcoachingmentoringcommunicationresource managementfeedback solicitationanalytical thinkingproblem-solvingteam leadershipclient relationship management

Certifications

CPAJDEA