Elite Private Wealth Tax Managing Director

Baker Tilly US; San Francisco (CA); On-site; USD 201,810 - 382,600; Full time

Job summary

Baker Tilly is seeking a High Net Worth Tax Managing Director in San Francisco to lead the private wealth practice and deliver sophisticated tax planning for wealthy individuals, families and their businesses.

The role involves mentoring staff, overseeing complex engagements, and collaborating with firm leadership to drive growth while maintaining the highest client service standards.

Qualifications

• An undergraduate degree in accounting or law required.
• CPA or JD required.
• Eight+ years’ experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses.
• Four+ years supervisory experience, mentoring and counseling associates.
• Eligibility to work in the U.S., without sponsorship, highly preferred.
• Ability to travel as needed for client engagements.

Responsibilities

• Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities.
• Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns.
• Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal, estate, gift, charitable planning and generation skipping tax.
• Advise and make recommendations to clients on business succession planning.
• Build on technical competence by keeping up-to-date on trends, developments and technical authorities - applying them to complex situations.
• Manage client engagement staffing, billings/collections, and ensure client profitability targets are met.
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue.
• Invest in your professional development individually and through participation in firm wide learning and development programs.
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.
• Enjoy friendships, social activities and team outings that encourage a work-life balance.

Skills

Leadership

Tax planning

Client service

Mentoring

Business development

Education

Undergraduate degree in accounting or law

CPA or JD

Job description

Baker Tilly is seeking a High Net Worth Tax Managing Director in San Francisco to lead the private wealth practice and deliver sophisticated tax planning for wealthy individuals, families and their businesses.

The role involves mentoring staff, overseeing complex engagements, and collaborating with firm leadership to drive growth while maintaining the highest client service standards.