Armanino India LLP
Tax Manager, Private Client Advisors (Estate, Gift, & Trust)
Armanino India LLP, San Jose, California, United States, 95199
Tax Manager, Private Client Advisors (Estate, Gift, & Trust)Locations: San Ramon, California; San Jose, California
Time Type: Full time
Posted On: Posted 4 Days Ago
Job Requisition ID: JR101426
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
Review and coordinate preparation of 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.
Advise clients on a full spectrum of tax services, including planning, research, compliance, allocations, and general transactional activities.
Review or conduct high-level research of complex or emerging tax issues and prepare memorandums to support conclusions.
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.
Analyze billing and assist with accounts receivable collections from clients.
Assist with new business development, extended service, and tax issue recognition for existing clients.
Seek regular client assessment of assignment progress and overall feedback on performance.
Coach and mentor staff and seniors on client engagements and career path.
Consult with high-net-worth clients and their team of advisors as needed on income tax planning, trust, estate, and inheritance tax planning.
Requirements
Bachelor's Degree in Accounting, Tax, Finance, or related discipline.
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.
Preferred Qualifications
Master’s Degree in Taxation.
CPA or equivalent credential.
Advanced understanding of planning and compliance concepts related to high-net-worth individual and fiduciary income tax, gift tax, and estate tax.
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.
Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges.
Certain states require us to disclose the pay range and benefits summary for job openings. The compensation range for this position: $125,350-$176,400. Compensation may vary based on skills, role, and location.
Armanino has a robust offering of benefits, including:
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
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.
To view our Consumer Notice at Collection for job applicants, please visit:
https://www.armanino.com/terms/ccpa-employee-notice/
#J-18808-Ljbffr
Time Type: Full time
Posted On: Posted 4 Days Ago
Job Requisition ID: JR101426
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
Review and coordinate preparation of 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.
Advise clients on a full spectrum of tax services, including planning, research, compliance, allocations, and general transactional activities.
Review or conduct high-level research of complex or emerging tax issues and prepare memorandums to support conclusions.
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.
Analyze billing and assist with accounts receivable collections from clients.
Assist with new business development, extended service, and tax issue recognition for existing clients.
Seek regular client assessment of assignment progress and overall feedback on performance.
Coach and mentor staff and seniors on client engagements and career path.
Consult with high-net-worth clients and their team of advisors as needed on income tax planning, trust, estate, and inheritance tax planning.
Requirements
Bachelor's Degree in Accounting, Tax, Finance, or related discipline.
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.
Preferred Qualifications
Master’s Degree in Taxation.
CPA or equivalent credential.
Advanced understanding of planning and compliance concepts related to high-net-worth individual and fiduciary income tax, gift tax, and estate tax.
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.
Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges.
Certain states require us to disclose the pay range and benefits summary for job openings. The compensation range for this position: $125,350-$176,400. Compensation may vary based on skills, role, and location.
Armanino has a robust offering of benefits, including:
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
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.
To view our Consumer Notice at Collection for job applicants, please visit:
https://www.armanino.com/terms/ccpa-employee-notice/
#J-18808-Ljbffr