Associate II – Family Office, Tax Services

Armanino

Associate II in Tax Services at Armanino, prepping various tax returns and projections for high-net-worth clients. Focused on compliance, tax planning, and collaboration with teams.

Posted 6/18/2026full-timeCentury City • California, Illinois, Pennsylvania, Texas, Utah • 🇺🇸 United StatesJuniorMid-Level💰 $61,000 - $83,100 per yearWebsite

About the role

Key responsibilities & impact

Preparation of individual, trust, gift, partnership, corporate, and S-corporation tax returns, extensions, and quarterly estimates
Reconcile retained earnings, analyze general ledgers, and prepare appropriate journal entries
Prepare year-end individual tax projections and year-end close-outs of loan-out corporations
Expand technical skills in tax areas relevant to the entertainment industry and high-net-worth individuals and families
Review federal and state tax notices received by clients and correspond with taxing authorities in response to notices
Assist with compiling information in preparation for governmental audits
Prepare financial statements for high-net-worth clients, including recording investment activities from brokerage accounts
Manage time efficiently and handle multiple tasks simultaneously with minimal supervision
Develop strategic tax planning and tax research skills

Requirements

What you’ll need

Bachelor's degree in Accounting, Tax, Finance, or related field
Minimum of 1 year of experience in U.S. tax consulting and/or compliance within a public accounting environment
Master's degree in Accounting or Taxation (preferred)
CPA eligible

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 returns preparationgeneral ledger analysisjournal entries preparationtax projectionsfinancial statements preparationtax planningtax researchgovernmental audits assistanceinvestment activities recording

Soft Skills

time managementmultitaskingindependent work

Certifications

Bachelor's degree in AccountingBachelor's degree in TaxBachelor's degree in FinanceMaster's degree in AccountingMaster's degree in TaxationCPA eligibility