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About the Role
Armanino offers a unique work environment where your passions, work, and family can overlap, fostering growth through a supportive network and opportunities to pursue challenges you are passionate about in industries you care about. We are a top-tier accounting and consulting firm dedicated to employee development and work-life integration.
Responsibilities
- Provide strategic and technical leadership for the Estate, Gift and Trust practice, overseeing complex tax matters for high-net-worth individuals, families, trusts, and estates.
- Serve as a senior advisor on sophisticated estate, gift, and trust planning strategies, including wealth transfer, business succession, and charitable planning.
- Lead complex estate, gift, and trust engagements, managing strategy, quality, risk, staffing, workflow, budgets, deadlines, and client service.
- Direct high-level research and technical analysis of complex tax issues, reviewing technical memoranda and establishing well-supported positions.
- Build and maintain relationships with legal and financial professionals to deliver integrated solutions and expand market presence.
- Drive practice growth through business development, client relationship expansion, and cross-service collaboration.
- Enhance market reputation through thought leadership, publications, client alerts, and speaking engagements.
- Shape talent strategy by sponsoring and developing staff, strengthening succession pipelines, and leading technical training.
- Provide leadership over engagement economics and operating performance, including portfolio management, pricing, and resource planning.
- Monitor legislative and regulatory developments affecting estate, gift, and trust taxation, translating changes into firm guidance and client strategies.
Requirements
- Bachelor's Degree in Accounting, Tax, Finance, or a related discipline.
- Qualified to practice before the IRS (JD, CPA, or EA).
- Minimum of 12 years' experience in public accounting, law, wealth advisory, or a related role with a significant focus on estate, gift, trust, and fiduciary taxation.
- Minimum of 6 years in a senior leadership role involving complex client relationships, practice development, and team leadership.
- Demonstrated mastery of estate and gift tax planning and compliance, fiduciary income taxation, generation-skipping transfer tax, wealth transfer strategies, and trust/estate administration.
- Proven ability to lead significant client relationships, develop business, manage practice economics, influence stakeholders, and guide teams through complex matters.
Skills
- Estate, Gift and Trust Taxation
- Fiduciary Taxation
- Wealth Transfer Strategies
- Client Relationship Management
- Business Development
- Practice Management
- Team Leadership
- Technical Research and Analysis
- Strategic Planning
Location
- Southern California
- Northern California
Work Type
- Flexible work arrangements
Experience Level
- 12+ years of experience in estate, gift, trust, and fiduciary taxation
- 6+ years in a senior leadership role
Education Level
- Bachelor's Degree in Accounting, Tax, Finance, or related discipline
- Master's Degree in Accounting or Taxation (Preferred)
- LLM in Taxation or Estate Planning (Preferred)
Salary/Compensations
- Southern California: $195,700 - $254,400
- Northern California: $195,100 - $265,900
Benefits
- 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
- Discretionary long-term financial incentive plan (eligible employees at certain levels)
About the Company
- Armanino is the brand name under which Armanino LLP and Armanino Advisory LLC provide professional services.
- Armanino LLP is a licensed independent CPA firm providing attest services.
- Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services.
- Armanino is among the top 20 largest accounting and consulting firms in the nation and one of the Best Places to Work.
Equal Opportunity
- 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.
- Armanino complies with applicable state and local laws governing nondiscrimination in employment.
- 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.
- 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 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 applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.