Tax Manager, Private Client Advisors

Armanino

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

Posted 10/27/2026full-timeSt. Louis • Missouri • United StatesMid-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 entities, with a strong focus on client advisory and team leadership. Proficient in managing complex tax issues and mentoring staff while ensuring high-quality service delivery.

Highest-signal resume keywords

Tax PlanningUS Tax ConsultingClient AdvisoryTeam LeadershipIRS Practice Qualification

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Tax Return PreparationTax ComplianceTax ResearchBilling AnalysisAccounts Receivable Management

Soft Skills

Client CommunicationCoachingMentoringFeedback Seeking

Certifications & Qualifications

CPAJDEA

Industry Keywords

High-Net-Worth IndividualsTrustsEstatesGiftsPublic Accounting

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor's Degree in Accounting, Tax, Finance, or related discipline
Qualified to practice before the IRS (i.e., JD, CPA, or EA)
Minimum of 4 years' experience in US tax consulting/compliance within public accounting
Minimum of 1 year in a managerial role involving clients and team members
Master’s Degree in Taxation preferred

Benefits

Comp & perks

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
Access to a community of resources supporting ideas, skills development, and professional networking