Tax Managing Director, Privately Held Business

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

Provide strategic leadership for the Privately Held Business tax practice, establishing market, client service, growth, talent and financial priorities aligned with the firm’s strategy

Serve as a trusted advisor to owners, executives and family groups on complex business and personal tax matters, including entity structure, transactions, succession planning and wealth-transfer considerations

Maintain executive-level responsibility for the quality, risk management and technical integrity of complex engagements involving individuals, partnerships, S corporations and C corporations

• Lead and expand a significant portfolio of strategic client relationships, ensuring exceptional service, strong engagement economics, timely delivery and proactive communication
• Originate and close new business opportunities through market visibility, centers of influence, referral relationships and collaboration across the firm
• Identify and lead cross-functional solutions that bring the full breadth of the firm’s tax, consulting and advisory capabilities to clients
• Provide final-level consultation and oversight on complex or emerging tax issues, positions, memoranda and responses to the IRS and other regulatory or tax authorities
• Shape practice capacity and workforce strategy, including succession planning, resource allocation, recruiting and development of future leaders
• Sponsor, coach and develop directors, senior managers and managers, reinforcing accountability, inclusion, high performance and a consistent client experience
• Represent the firm as a recognized thought leader through industry participation, speaking, publishing and relationship development in the privately held business market
• Monitor legislative, regulatory and market developments and translate them into timely client opportunities, risk mitigation strategies and firmwide education

Requirements

• Bachelor’s degree in Accounting, Tax, Finance or a related discipline
• Qualified to practice before the IRS, such as a CPA, JD or EA
• Minimum of 12 years of progressive public accounting tax experience or equivalent experience serving privately held businesses and their owners
• Demonstrated success leading complex client relationships, developing business, managing practice economics and developing senior-level professionals

Preferred Qualifications

• Master’s degree in Accounting, Taxation, Business Administration or a related discipline
• Recognized subject matter expertise and an established market presence within privately held business taxation
• “Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.
• 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: https://www.armanino.com/terms/ccpa-employee-notice/
• We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.