Supervising Senior, Family Office Tax

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.

Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. 

Job Responsibilities 

• Preparation and review of Individual, Trust, Partnership, and Private Foundation tax returns for High Net Worth and Family Office type clients and all their related entities

• Conduct online tax research

• Accounting work needed for tax returns

• Develop and nurture long-term relationships with client

• Develop solutions for clients and champion the implementation of ideas

• Review and confirm assignment objectives, scope and work plan with client

• Identify assignment resource requirements and ensure the most appropriate resources are assigned to specific assignment roles

• Anticipate, identify and resolves complex assignment issues

• Seek regular client assessment of assignment progress and overall feedback on performance

• Manage groups to ensure profitability in the short and long term

• Support the partner team 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 unit strategy, objectives, and budgets

• Identify and develop new initiatives to increase retention, meet resourcing needs, utilization and people development

• Build on strong coaching skills to mentor key talent

• Share and transfer knowledge and skills to the team

• Engage in ongoing personal development in line with the competency model

• Working and supporting tax teams coast to coast

• Performs other related duties as assigned.

Requirements 

• Bachelor’s degree in Accounting, Tax, Finance, or a related discipline

• Active CPA license required

• Minimum of 4 years of U.S. tax consulting/compliance experience in public accounting

• Experience preparing and reviewing tax returns for a variety of entity types, including individuals, trusts, partnerships, and private foundations

• Strong interpersonal and relationship-building skills with the ability to engage and manage clients effectively

• Proven project management and leadership abilities, including coaching and mentoring team members

• Technical proficiency in tax software applications

• Strong research, analytical, and writing skills

• Excellent verbal and written communication skills

• Demonstrated experience in delivering high-quality client service

Preferred Qualifications 

• Master’s degree in Taxation

• Experience working with High Net Worth individuals and Family Office clients

• Knowledge of advanced tax planning strategies for complex entities

“Armanino” is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. 

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