Jobs
>
Austin

    Tax Director, Private Client Advisors - Austin, United States - Armanino McKenna Certified Public Accountants & Consultants

    Default job background
    Description
    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 beAmong the top 20 Largest Firms in the Nationand one of theBest 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


    • Perform technical reviews of tax returns 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.
    • Provide consultation on business and/or personal transactions (if applicable), and the related tax implications, consequences and treatment.
    • Manage larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines and develops less experienced engagement personnel, primarily managers and supervisors.
    • Review or conduct high level research of complex or emerging tax issues and prepare memorandums to support conclusions.
    • Engage with our internal business development department, builds relationships across the firm internally, identify potential cross-selling opportunities for clients and actively brings the opportunities to clients, collaborating across AMLLP service lines.
    • Engage in thought leadership, contributing to technical publications and engaging in speaking opportunities (both internally and externally)
    • Develops our internal professionals by leading formal learning opportunities/trainings or
    * supporting the development of training materials in collaboration with Learning & Development Team and sharing knowledge


    • Train and develop managers responsible for engagement management responsibilities, including analyze billing, managing complex budgets, scheduling and staffing, due date management and client relations.
    • Continually build on technical expertise in taxation by attending continuing professional education courses or utilizing other training resource
    • Keep current with tax law changes and provide updates and training to the firm's tax practice members.
    Requirements


    • Bachelor's Degree in Accounting, Tax, Finance, or related discipline
    • CPA or equivalent credential
    • Minimum of 7 years' experience in public accounting in taxation or equivalent experience
    • Minimum of 4 years in a managerial role involving clients and team members
    • Advanced understanding of planning and compliance concepts related to high-net-worth individual and fiduciary income tax, gift tax, and estate tax
    • Possess a strong knowledge of accounting theory and federal, state and local tax laws
    • Advanced understanding of planning and compliance concepts related to high-net-worth individual and fiduciary income tax, gift tax, and estate tax
    Preferred Qualifications


    • Master's Degree in Taxation


    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.

    Certain states require us to disclose the pay range and benefits summary for job openings.


    Compensation Range for this position:
    $140,000 - $300,000. Compensation may vary based on skills, role, and location.

    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.

    #J-18808-Ljbffr

  • MCM Worldwide

    Client Advisor

    2 weeks ago


    MCM Worldwide Austin, United States

    Job Type · Full-time · Description · Our Brand: · MCM is a luxury lifestyle goods and fashion house founded in 1976 with an attitude defined by the cultural Zeitgeist and its German heritage with a focus on functional innovation, including the use of cutting-edge techniques. T ...

  • Pierre Strand

    Remote Client Advisor

    2 weeks ago


    Pierre Strand Austin, United States

    Are you ready to take the next step in your career, blending the best of sales and client service? Look no further We're on the lookout for passionate and motivated individuals to join our dynamic team as Remote Client Advisor, leading our sales effort. Get ready to unlock your f ...

  • LVMH

    Expert Client Advisor

    2 weeks ago


    LVMH Austin, United States

    Poste · Our Louis Vuitton team at our Austin Domain location is seeking a highly motivated, curious, and commercially minded Expert Client Advisor for Men's Ready to Wear to join its incredible team · Profil · As an Expert Client Advisor at Louis Vuitton, you will drive persona ...

  • LVMH

    Expert Client Advisor

    2 weeks ago


    LVMH Austin, United States

    Poste · Our Louis Vuitton store iat our Austin Domain location is seeking a highly motivated, curious, and commercially minded Expert Client Advisor, Watches and Jewelry to join its incredible team. · Profil · We are looking forward to recruit a client focused professional with a ...


  • Hendrick Automotive Company Austin, United States

    BMW of South Austin · Location: 5501 S. IH 35 Frontage Rd, Austin, Texas 78744 · Summary: · Sells new or used vehicles at a profit to the dealership, while ensuring customer satisfaction. · Supervisory Responsibilities: · This job has no direct supervisory responsibilities. · Es ...


  • Hendrick Automotive Company Austin, United States

    BMW of South Austin · Location: 5501 S. IH 35 Frontage Rd, Austin, Texas 78744 · Summary: · Sells new or used vehicles at a profit to the dealership, while ensuring customer satisfaction. · Supervisory Responsibilities: · This job has no direct supervisory responsibilities. · Es ...


  • Hendrick Automotive Group Austin, United States

    BMW of South AustinLocation: 5501 S. IH 35 Frontage Rd, Austin, Texas 78744 · Summary: · Sells new or used vehicles at a profit to the dealership, while ensuring customer satisfaction. · Supervisory Responsibilities: · This job has no direct supervisory responsibilities. · E ...

  • CITY Boots

    Client Advisor

    1 week ago


    CITY Boots Austin, United States

    Job Description · Job DescriptionJob Title: Client Advisor - Part time - CITY Boots · Job Description: · Overview:As a Client Advisor at CITY Boots, you will be responsible for providing exceptional customer service and achieving sales goals. You will play a critical role in del ...

  • MCM Worldwide

    Client Advisor

    3 weeks ago


    MCM Worldwide Austin, United States

    : · **Our Brand**: · MCM is a luxury lifestyle goods and fashion house founded in 1976 with an attitude defined by the cultural Zeitgeist and its German heritage with a focus on functional innovation, including the use of cutting-edge techniques. Today, through its association wi ...


  • Bank of America Austin, United States

    Private Client Advisor II · Austin, Texas · **Job Description:** · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, tea ...


  • Bank of America Corporation Austin, United States

    Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...


  • Bank of America Austin, United States

    Private Client Advisor II · Austin, Texas · **Job Description:** · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, ...


  • Bank of America Austin, United States

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. · One of the keys t ...


  • Armanino Austin, United States

    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 Firms in the Nation and one of the Best Places to Work. We have a community of re ...

  • Gucci

    GUCCI Client Advisor

    2 weeks ago


    Gucci San Marcos, United States

    Summary · If you are a Dream-maker, this is the place for you. Together, well create the real fabric of Gucci. A community of people united by the same passion: breaking new ground in the fashion world and beyond. · Job Description · Role Mission · The Gucci Client Advisor is ...

  • Giorgio Armani

    Client Advisor

    1 week ago


    Giorgio Armani San Marcos, United States Full time

    As an associate with Giorgio Armani Corporation, you will be part of a diverse team, who you will work with to drive sales and provide an excellent client experience that represents the brand. Your ability to combine entrepreneurial spirit, passion for the brand, exemplify the co ...

  • Gucci

    GUCCI Client Advisor

    3 weeks ago


    Gucci San Marcos, United States

    Summary · If you are a Dream-maker, this is the place for you. Together, we'll create the real fabric of Gucci. A community of people united by the same passion: breaking new ground in the fashion world and beyond. · Job Description · Role Mission · The Gucci Client Advisor i ...


  • REAP Financial Austin, United States

    Client Service Administrator · Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client's daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we ...


  • The Judson Group Austin, United States

    Reference Number: MHH7443Location: Austin, TexasJudson Group has partnered with a growing RIA in Austin in the search for a · Financial Advisor/Financial Planner . This individual will be supporting the firm's Senior Advisors with financial advising/planning responsibilities whi ...


  • Bank of Texas Austin, United States

    Summary · A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement. · You will provide value b ...