Tax Partner, Private Client Advisors

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The Partner will use their expertise in taxation to provide compliance and consulting services for high-net-worth individuals, primarily their personal income tax returns as well as their closely held businesses (pass through entities), trust, estate, and gift tax returns.

The Tax Partner is responsible for applying industry specific knowledge to advise clients on the tax implications of their business objections, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues.

As a Tax Partner, it’s expected to actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.

Successful candidates will have deep and meaningful relationships within the local business community and a proven track record of developing new business.

Essential Job Duties

Perform partner level compliance review and tax return signoff

Be a trusted advisor by being the primary point of contact for client throughout the year to discuss updates in their business, needs and potential solutions, accounting related issues and potential solutions, in addition to engagement management matters

Handle client consultations on planning opportunities and changes in tax law

Significant Involvement in practice development activities including developing a professional network or referral sources, assisting in proposals, or writing articles for publication

Working on proposals and assisting in developing new business

Meeting prospective clients and developing relationships with new and existing clients

Supervising engagements and special projects undertaken by the firm

Determine and approve staffing and other resource needs, and related engagement work schedules

Develop professionals by providing formal performance feedback, career counseling and mentoring to those below Partner

Delegate assignments to supervisors considering their skills, development needs, schedule and engagement economics

Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax function

Maintaining exceptional technical knowledge of new tax issues and general business trends that affect the client

Play an integral role in the development of fee quotes and budgets

Preparation of client billings and collection of outstanding accounts

Participate in activities to develop and improve firm and department business processes

Armanino LLP 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 LLP 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 LLP 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 LLP’s employees to perform their job duties may result in discipline up to and including discharge.

Armanino LLP 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.

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

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