Private Wealth Tax Manager - Client Advisor & Team Leader

Baker Tilly US; San Francisco (CA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Flexible work schedule

Professional development programs

Team outings and social activities

Job summary

Baker Tilly US is seeking a Tax Manager for their Private Wealth/High Net Worth team in San Francisco. This role involves delivering tax and business advisory services, mentoring staff, and directly impacting the firm's success.

The ideal candidate will have experience in tax compliance and consulting, a 4-year degree, and CPA certification. Enjoy a flexible work schedule and opportunities for professional development in a dynamic advisory firm.

Qualifications

• Five years of experience providing federal and state tax compliance.
• Two years of supervisory experience, mentoring and counseling associates.
• Eligibility to work in the U.S. without sponsorship preferred.

Responsibilities

• Perform complex tax returns for individuals and businesses.
• Work on tax planning and strategic consulting engagements.
• Utilize entrepreneurial skills to build client relationships.

Skills

Management skills

Analytical skills

Interpersonal skills

Project management

Communication skills

Software skills

Education

4-year degree

Master’s or advanced degree preferred

CPA or Law License

Tools

Microsoft Suite

Job description

Baker Tilly US is seeking a Tax Manager for their Private Wealth/High Net Worth team in San Francisco. This role involves delivering tax and business advisory services, mentoring staff, and directly impacting the firm's success.

The ideal candidate will have experience in tax compliance and consulting, a 4-year degree, and CPA certification. Enjoy a flexible work schedule and opportunities for professional development in a dynamic advisory firm.