Jobs
>
San Jose

    Tax Partner, Private Client Advisors - San Jose, United States - Armanino India LLP

    Armanino India LLP
    Armanino India LLP San Jose, United States

    1 week ago

    Default job background
    Description
    Tax Partner, Private Client Advisors page is loaded

    Tax Partner, Private Client Advisors

    Apply

    locations

    San Ramon, California

    San Jose, California

    time type

    Full time

    posted on

    Posted 30+ Days Ago

    job requisition id

    JR101327

    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 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.

    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
    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.

    Similar Jobs (2)

    Tax Partner (Privately Held Business)

    locations

    3 Locations

    time type

    Full time

    posted on

    Posted 30+ Days Ago

    Tax Partner, Corporate

    locations

    3 Locations

    time type

    Full time

    posted on

    Posted 30+ Days Ago
    Armanino is one of the top 25 largest independent accounting and business consulting firms in the United States.

    We are a nationwide leader serving privately held companies and private individuals, as well as nonprofit organizations and public entities.

    Introduce Yourself

    Don't see the dream job you are looking for? Drop off your contact information and resume and we will reach out to you if we find the perfect fit

    #J-18808-Ljbffr

  • Zimmermann Company

    CLIENT ADVISOR

    3 weeks ago


    Zimmermann Company San Jose, United States

    CLIENT ADVISOR (FT) - SAN JOSE (Opening July 2024) · Location · San Jose, California · Country · United States · Region · Northern California · Position type · Permanent · Category · Retail · Job Function · Store - Associate · Per Hour · Entry Level · Mid to Senior Level · CLIENT ...

  • Burberry

    Client Advisor

    3 weeks ago


    Burberry San Jose, United States

    Press Tab to Move to Skip to Content Link · Select how often (in days) to receive an alert: · Department: · RETAIL OFFLINE · Location: · San Jose, California (US-CA), US · At Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to pus ...

  • Valentino

    Client Advisor

    3 weeks ago


    Valentino San Jose, United States

    WHY WORK FOR VALENTINO · A career in Maison Valentino is your chance to grow in a reality where business and creativity meet and thrive in an inclusive, and open-minded community. · WHAT WE BELIEVE IN · Maison Valentino believes in a colleague-centric approach, where our contribu ...

  • Burberry

    Client Advisor

    1 week ago


    Burberry San Jose, United States

    INTRODUCTION · At Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founde ...


  • Zimmermann San Jose, United States

    An opportunity exists for an experienced Client Advisor to join the retail team in our upcoming San Jose Valley Fair boutique, scheduled to open in late July 2024. · The applicant must have sales experience (essential), amazing customer service skills, the ability to achieve KPI ...

  • Burberry

    Client Advisor

    1 week ago


    Burberry San Jose, United States Permanent

    INTRODUCTIONAt Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in ...


  • LVMH Santa Clara, United States

    Poste · Louis Vuitton is seeking a highly motivated Expert Client Advisor specializing in Watches & Jewelry to join our team. · Our Expert Client Advisor's are Ambassadors to the brand, with a special focus on a category, ensuring that every Client is treated according to the Lo ...


  • IWC Santa Clara, United States

    Job Description · Job DescriptionMission: · The IWC Client Advisor is responsible for delivering stellar client experience and for achieving his/her personal sales targets as well as those of the boutique. He/she needs to act as an ambassador of IWC at all times with client sati ...


  • CH PREMIER JEWELERS Santa Clara, United States

    Job Description · Job Description · Mission: · The TUDOR Client Advisor is responsible for delivering stellar client experience and for achieving his/her personal sales targets as well as those of the boutique. He/she needs to act as an ambassador of TUDOR at all times with cli ...


  • BYREDO Santa Clara, United States

    BYREDO is seeking a seasonal part time client advisor to drives sales & service by providing an exceptional client experience, engage in clienteling, and assist with the operations of the store. Service client's needs with respect through storytelling & product knowledge while co ...

  • Panerai

    Client Advisor

    3 weeks ago


    Panerai Santa Clara, United States

    Job Description · Job Description · Mission: · The Panerai Client Advisor is responsible for delivering stellar client experience and for achieving his/her personal sales targets as well as those of the boutique. He/she needs to act as an ambassador of Panerai at all times with ...


  • LVMH Santa Clara, United States Part time

    Poste · Louis Vuitton, Valley Fair is seeking a highly motivated, curious, and customer focused Client Advisor with an undeniable passion for creating memorable experiences for our worldly clientele. · As a Client Advisor, you will be an ambassador of the Brand, ensuring that e ...


  • LVMH Group Santa Clara, United States

    We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise. We expect all employees to Live our brand ethics of optimism, love, inclusivity, and cr ...


  • Armanino McKenna Certified Public Accountants & Consultants San Jose, 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 res ...


  • CH PREMIER JEWELERS Santa Clara, United States

    Job Description · Job Description · Vacheron Constantin is looking for a Client Specialist who has a demonstrated track record in building client relationships and delivering exceptional customer service. As an Ambassador of the Maison, you are expected to achieve and exceed sa ...


  • CH PREMIER JEWELERS Santa Clara, United States

    Job Description · Job Description · Vacheron Constantin is looking for a Client Specialist who has a demonstrated track record in building client relationships and delivering exceptional customer service. As an Ambassador of the Maison, you are expected to achieve and exceed sa ...


  • CH Premier Jewelers Santa Clara, United States

    Job Description · Job DescriptionVacheron Constantin is looking for a Client Specialist who has a demonstrated track record in building client relationships and delivering exceptional customer service. As an Ambassador of the Maison, you are expected to achieve and exceed sales t ...


  • Jaeger-LeCoultre Santa Clara, United States

    Job Description · Job Description · Mission: · The Jaeger Le-Coultre Client Advisor is responsible for delivering stellar client experience and for achieving his/her personal sales targets as well as those of the boutique. He/she needs to act as an ambassador of Jaeger Le-Coult ...

  • LVMH

    Client Advisor

    1 week ago


    LVMH Palo Alto, United States

    Poste · Louis Vuitton is seeking a highly motivated, curious, and customer focused Client Advisor with an undeniable passion for creating memorable experiences for our worldly clientele. · As a Client Advisor, you will be an ambassador of the Brand, ensuring that every Client is ...

  • MONCLER S.P.A.

    Client Advisor

    6 days ago


    MONCLER S.P.A. Livermore, United States Part time

    POSITION OVERVIEW: · Create an exceptional client experience by way of advising clients in making purchases that satisfy their needs, desires and personal style. Create the ultimate client experience that will cultivate client relationships that are maintained, while achieving/ex ...