Private Wealth Tax Manager & Advisor

Baker Tilly Advisory Group, LP; Santa Clara (CA); Hybrid; USD 113,000 - 173,000; Full time

Job summary

Baker Tilly Advisory Group, LP in NorCal is seeking a Tax Manager to deliver tax compliance and business advisory services to individuals and small businesses. You will work side-by-side with firm leadership to serve clients and build the business, mentoring staff and shaping client strategies.

The role offers upward trajectory, flexible work options, and opportunities to develop technical and professional skills within a growing firm that values client-centric solutions and integrity.

Qualifications

• 4-year degree required; Master’s degree preferred.
• CPA, Law License, or Enrolled Agent required.
• 5 years of tax compliance, accounting and advisory experience.
• 2 years of supervisory/mentoring experience.

Responsibilities

• Prepare complex individual, partnership, S-corp, trust and estate tax returns.
• Provide proactive tax planning and advisory services to high‑net‑worth clients.
• Lead and mentor associates, delivering quality client service.
• Collaborate with firm leadership to grow the Private Wealth/PCS practice.

Skills

Tax compliance

Client service

Leadership

Communication

Organization

Education

Bachelor's degree required

Master's degree preferred

Tools

Microsoft Office Suite

Job description

Baker Tilly Advisory Group, LP in NorCal is seeking a Tax Manager to deliver tax compliance and business advisory services to individuals and small businesses. You will work side-by-side with firm leadership to serve clients and build the business, mentoring staff and shaping client strategies.

The role offers upward trajectory, flexible work options, and opportunities to develop technical and professional skills within a growing firm that values client-centric solutions and integrity.