Tax Director, Private Client Advisors (Estate, Gift & Trust)
About The Position
The Tax Director will provide strategic and technical leadership for Armanino’s Estate, Gift and Trust practice. The role oversees complex federal and state estate, gift, generation-skipping transfer, fiduciary income, and related tax matters for high-net-worth individuals, families, trusts, and estates. The director serves as a senior advisor to clients and their professional advisors on wealth-transfer, business-succession, charitable, fiduciary, and transaction-related tax planning. The position leads the practice’s most complex engagements, sets engagement strategy, oversees quality and risk, manages client service and engagement operations, and guides research and technical analysis. It also builds trusted referral relationships, develops business, supports the firm’s market presence through thought leadership, and collaborates across service lines. The director develops senior tax talent, provides technical training, and leads practice economics and operating performance, while monitoring developments in tax law and translating them into client strategies and practice guidance.
Requirements
- Bachelor’s degree in Accounting, Tax, Finance, or a related discipline.
- Qualified to practice before the IRS, such as a JD, CPA, or EA.
- At least 12 years of experience in public accounting, law, wealth advisory, or an equivalent role, with significant focus on estate, gift, trust, and fiduciary taxation.
- At least 6 years in a senior leadership role involving complex client relationships, practice development, and leadership of managers and other professionals.
- Mastery of estate and gift tax planning and compliance, fiduciary income taxation, generation-skipping transfer tax, wealth transfer strategies, and trust and estate administration.
- Ability to lead significant client relationships, develop business, manage practice economics, influence senior stakeholders, and guide teams through complex technical and operational matters.
Nice To Haves
- Master’s degree in Accounting or Taxation, an LLM in Taxation or Estate Planning, or significant estate and trust specialization.
Responsibilities
- Provide strategic and technical leadership for the Estate, Gift and Trust practice, overseeing complex federal and state estate, gift, generation-skipping transfer, fiduciary income, and related tax matters.
- Advise clients and their professional advisors on estate, gift, and trust planning, including multigenerational wealth transfer, business succession, charitable planning, fiduciary matters, and tax implications of significant personal and business transactions.
- Lead complex and significant engagements, setting strategy and overseeing quality, risk management, staffing, workflow, budgets, deadlines, and client service.
- Direct technical research and analysis; review memoranda and establish well-supported positions and recommendations.
- Build relationships with attorneys, financial advisors, family offices, trustees, executors, and other centers of influence.
- Develop new business, expand client relationships, identify cross-service opportunities, support pursuits, and collaborate across Armanino service lines.
- Promote the practice through thought leadership, technical publications, client alerts, industry participation, and speaking engagements.
- Sponsor and develop directors, managers, and supervisors; strengthen succession pipelines; lead technical training; and promote knowledge sharing.
- Manage engagement economics and operating performance, including portfolio management, pricing, billing, collections, resource planning, capacity management, and practice goals.
- Monitor legislative, regulatory, judicial, and administrative developments affecting estate, gift, trust, fiduciary, and generation-skipping transfer taxation, and translate changes into guidance, client strategies, and practice priorities.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401(k) with profit sharing
- Wellness program
- Generous parental leave
- 11 paid holidays
- Eligible employees at certain levels may participate in a discretionary long-term financial incentive plan, subject to plan participation rules.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Director
