Senior Manager, Family Office

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 validation of financial accounting and reporting for High Net Worth Individuals and 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

Performs other related duties as assigned

Requirements

Bachelors Degree in Accounting, Tax, Finance or related discipline

Minimum 7 years of US tax consulting / compliance experience in public accounting. Experience with a wide variety of entity types

CPA license highly desired

Preferred Qualifications

Masters in taxation highly desirable

Strong interpersonal and relationship building skills

Strong selling skills generating leads, making contacts and securing clients

Strong project management and leadership skills including the ability to successfully coach and mentor talented people

Technical proficiency in tax software applications

Strong research, writing and analytical skills

Excellent verbal and written communication skills

Experience in delivery of quality client service

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.

For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees.

In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition’s knowledge will result in termination of contract.

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 :

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.