Tax Senior Manager, Family Office

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  

• Review of Corporate, Partnership, Trust, and Individual tax returns for Entertainment Industry professionals, Athletes, High Net Worth and Family Office type clients and all their related entities.   
• Conduct online tax research 
• Accounting work needed for tax returns 
• Develop and nurture long-term relationships with client  
• Develop solutions for clients and champion the implementation of ideas 
• Review and confirm assignment objectives, scope and work plan with client 
• Identify assignment resource requirements and ensure the most appropriate resources are assigned to specific assignment roles 
• Anticipate, identify and resolves complex assignment issues 
• Seek regular client assessment of assignment progress and overall feedback on performance 
• Manage groups to ensure profitability in the short and long term 
• Support the partner team in identifying and promoting the development of new delivery capabilities and/or channels to satisfy evolving market requirements 
• Support the partner team in the development and planning of practice unit strategy, objectives, and budgets 
• Identify and develop new initiatives to increase retention, meet resourcing needs, utilization and people development 
• Build on strong coaching skills to mentor key talent 
• Share and transfer knowledge and skills to the team 
• Engage in ongoing personal development in line with the competency model 
• Performs other related duties as assigned  

Requirements  

• Bachelor’s degree in Accounting, Tax, Finance, or a related discipline.
• Minimum of 7 years of progressive U.S. tax compliance and consulting experience in public accounting, with at least 2 years in a management or supervisory role.
• Active CPA license.
• Demonstrated experience serving family office clients, high-net-worth individuals, and related entities (corporations, partnerships, and trusts).
• Proven track record of managing multiple complex client engagements simultaneously and ensuring timely delivery.
• Hands-on experience with tax preparation and review software
• Strong project management skills, including budget oversight, resource allocation, and deadline management.
• Demonstrated ability to coach, mentor, and develop team members.
• Excellent research, writing, and analytical skills, with the ability to communicate complex tax matters clearly to non-tax professionals.
• Strong client service orientation with a proven ability to retain and grow client relationships.

Preferred Qualifications  

• Master’s degree in Taxation (MST) or JD/LLM in Tax.
• Experience in business development (e.g., expanding client relationships, lead generation, or securing new engagements).
• Familiarity with multi-generational wealth planning, trusts, and estate/gift tax matters relevant to family office clients.

“Armanino” is the brand name under which Armanino LLP, Armanino CPA 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 and Armanino CPA LLP are licensed independent CPA firms that provide 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.   

Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $142,000-$167,000. For Illinois residents, the compensation range for this position: $156,200-$183,700. For Washington residents, the compensation range for this position: $156,200-$183,700. For New York residents, the compensation range for this position: $156,200-$183,700. For Southern California residents, the compensation range for this position: $156,200-$183,700. For Northern California residents, the compensation range for this position: $163,300-$192,000. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules. 

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.