Tax Manager, Private Client Advisors
Armanino•Saint Louis, MO
About The Position
Armanino is hiring a Tax Manager for its Private Client Advisors team. The role focuses on tax services for high-net-worth individuals and their closely held businesses, trusts, estates, and gift tax matters. The manager advises clients on tax planning, research, compliance, allocations, and transactional activities, while overseeing assignment planning, staffing, client communication, billing, and business development. The role also includes coaching and mentoring staff and seniors and advising clients and their professional advisors on income, trust, estate, and inheritance tax planning.
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 4 years of experience in U.S. tax consulting or compliance within public accounting.
- At least 1 year in a managerial role involving clients and team members.
Nice To Haves
- Master’s degree in Taxation.
Responsibilities
- Review and coordinate preparation of tax returns for high-net-worth individuals, including personal income tax returns and returns for closely held businesses, trusts, estates, and gift taxes.
- Advise clients on tax planning, research, compliance, allocations, and general transactional activities.
- Review or conduct high-level research on complex or emerging tax issues and prepare memorandums supporting conclusions.
- Review and confirm assignment objectives, scope, and work plan with clients.
- Identify assignment resource requirements and ensure appropriate resources are assigned to specific roles.
- Analyze billing and assist with accounts receivable collections from clients.
- Assist with new business development, extended services, and tax issue recognition for existing clients.
- Seek regular client assessments of assignment progress and feedback on performance.
- Coach and mentor staff and seniors on client engagements and career paths.
- Consult with high-net-worth clients and their advisors on income tax planning, trust and estate planning, and inheritance tax planning.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Generous paid time off plan
- Paid sick time
- Flexible work arrangements
- 401(k) with profit sharing
- Wellness program
- Generous parental leave
- 11 paid holidays
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What This Job Offers
Job Type
Full-time
Career Level
Manager
