Tax Manager – Private Client Advisors

Armanino

. Review and coordinate preparation of tax returns for high-net-worth individuals, closely held businesses, trusts, estates, and gift tax matters .

Posted 10/9/2026full-timeAhmedabad • IndiaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax planning and compliance for high-net-worth individuals and businesses, with a strong focus on mentoring and client relationship management. Proficient in utilizing tax software and tools to enhance service delivery and operational efficiency.

Highest-signal resume keywords

Certified Public AccountantTax PlanningClient EngagementTeam LeadershipTax Software Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationTax ResearchTax ComplianceBilling AnalysisAccounts Receivable Management

Soft Skills

Excellent CommunicationCoaching and MentoringClient Assessment

Tools & Technologies

Axcess TaxXCMTaxCaddySurePrepCasewareMicrosoft Office Applications

Certifications & Qualifications

Certified Public AccountantChartered Accountant

Industry Keywords

High-Net-Worth IndividualsTrustsEstatesGift TaxTransactional Activities

About the role

Key responsibilities & impact

Review and coordinate preparation of tax returns for high-net-worth individuals, closely held businesses, trusts, estates, and gift tax matters
Advise clients on tax planning, research, compliance, allocations, and general transactional activities
Review or conduct high-level research on complex or emerging tax issues and prepare supporting memorandums
Review and confirm assignment objectives, scope, and work plan with clients
Identify assignment resource requirements and assign appropriate resources to specific roles
Analyze billing and assist with accounts receivable collections
Assist with new business development, extended services, and tax issue recognition for existing clients
Seek regular client assessments of assignment progress and overall performance feedback
Coach and mentor staff and seniors on client engagements and career paths
Consult with high-net-worth clients and their advisors on income tax, trust, estate, and inheritance tax planning

Requirements

What you’ll need

Bachelor's or Master’s degree in Accounting, Finance or related field
Certified Public Accountant (US) or qualified Chartered Accountant
Expert knowledge on Axcess Tax, XCM, TaxCaddy, SurePrep, and Caseware preferred
Minimum of 5 years’ experience in public accounting in taxation or equivalent experience
Minimum of 3 years in a managerial role involving clients and team members
Excellent communication skills
Proficient in Microsoft Office Applications
Tech savvy and adaptable to changing work expectations

Benefits

Comp & perks

Provident Fund
Gratuity
Medical Insurance
Group Personal Accident Insurance
Other employment benefits depending on the position
Career growth opportunities
Access to a supportive professional network
Opportunities to build skills and expand professional network