Private Wealth Tax Manager: Advisor & Growth

Baker Tilly Advisory Group, LP; Walnut Creek (CA); On-site; USD 91,000 - 173,000; Full time

Benefits offered by this job

Life at Baker Tilly

Dress for Your Day

My Time Off

My Development

Job summary

Baker Tilly Advisory Group, LP in NorCal seeks a Tax Manager to deliver tax compliance and advisory services to individuals, families, and private businesses. You will work closely with firm leadership, mentor staff, and help grow the Private Wealth/PCS practice while providing strategic insights to clients.

The role offers upward career trajectory, flexibility, and meaningful client relationships as part of a fast-growing firm with a culture focused on development and client success.

Qualifications

• Bachelor's degree in accounting, tax, or related field.
• Master's degree preferred for advanced tax advisory work.
• Active CPA, Law License, or Enrolled Agent preferred.
• Minimum five years in tax compliance and advisory services.

Responsibilities

• Prepare complex tax returns for individuals, partnerships, S-corp, trusts, estates.
• Provide planning and consulting on estate, gift, charitable, and generation skipping tax.
• Lead and mentor staff; supervise associates and deliver client service with integrity.

Skills

Analytical skills

Interpersonal skills

Project management

Communication

Education

4-year degree ( required )

Master's degree preferred

Tools

Microsoft Office

Tax software

Job description

Baker Tilly Advisory Group, LP in NorCal seeks a Tax Manager to deliver tax compliance and advisory services to individuals, families, and private businesses. You will work closely with firm leadership, mentor staff, and help grow the Private Wealth/PCS practice while providing strategic insights to clients.

The role offers upward career trajectory, flexibility, and meaningful client relationships as part of a fast-growing firm with a culture focused on development and client success.