Tax Managing Director, Privately Held Business

Armanino LLP•Philadelphia, PA

About The Position

The Tax Managing Director provides strategic leadership for Armanino’s Privately Held Business tax practice, setting market, client service, growth, talent and financial priorities aligned with the firm’s strategy. The role advises owners, executives and family groups on complex business and personal tax matters, including entity structure, transactions, succession planning and wealth-transfer considerations. This position holds executive-level responsibility for the quality, risk management and technical integrity of complex tax engagements. It leads strategic client relationships, develops new business, connects clients with the firm’s tax, consulting and advisory capabilities, and provides final-level consultation on complex or emerging tax issues. The Managing Director also shapes practice capacity and workforce strategy, develops senior professionals and represents the firm as a thought leader in the privately held business market.

Requirements

Bachelor’s degree in Accounting, Tax, Finance or a related discipline.
Qualified to practice before the IRS, such as a CPA, JD or EA.
At least 12 years of progressive public accounting tax experience or equivalent experience serving privately held businesses and their owners.
Demonstrated success leading complex client relationships, developing business, managing practice economics and developing senior-level professionals.

Nice To Haves

Master’s degree in Accounting, Taxation, Business Administration or a related discipline.
Recognized subject matter expertise and an established market presence within privately held business taxation.

Responsibilities

Provide strategic leadership for the Privately Held Business tax practice and establish market, client service, growth, talent and financial priorities aligned with the firm’s strategy.
Advise owners, executives and family groups on complex business and personal tax matters, including entity structure, transactions, succession planning and wealth-transfer considerations.
Maintain executive-level responsibility for the quality, risk management and technical integrity of complex engagements involving individuals, partnerships, S corporations and C corporations.
Lead and expand strategic client relationships, ensuring exceptional service, sound engagement economics, timely delivery and proactive communication.
Originate and close new business through market visibility, centers of influence, referral relationships and collaboration across the firm.
Identify and lead cross-functional solutions using the firm’s tax, consulting and advisory capabilities.
Provide final-level consultation and oversight on complex or emerging tax issues, positions, memoranda and responses to the IRS and other regulatory or tax authorities.
Shape practice capacity and workforce strategy, including succession planning, resource allocation, recruiting and development of future leaders.
Sponsor, coach and develop directors, senior managers and managers, reinforcing accountability, inclusion, high performance and a consistent client experience.
Represent the firm as a thought leader through industry participation, speaking, publishing and relationship development in the privately held business market.
Monitor legislative, regulatory and market developments and translate them into client opportunities, risk mitigation strategies and firmwide education.