Private Wealth Tax Manager – Client Advisory Lead

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

Benefits offered by this job

My Time Off

My Development

Dress for Your Day

Job summary

Baker Tilly Advisory Group, LP in Northern California seeks a Tax Manager to deliver tax compliance and advisory services for high-net-worth individuals and family offices. You will work with firm leadership to grow client relationships and mentor staff, while maintaining a client-focused, collaborative culture.

The role supports Private Wealth/PCS clients with opportunities for leadership, flexible work routines, and ongoing professional development within a leading advisory firm.

Qualifications

• Requires a 4-year degree in accounting or related field.
• Master's degree preferred for advanced opportunities.
• CPA, Law License, or Enrolled Agent is required or highly preferred.

Responsibilities

• Provide compliance and consulting services to high-net-worth individuals and family offices.
• Prepare complex tax returns: individuals, partnerships, trusts, estates and gifts.
• Deliver proactive tax planning and strategic consulting with senior leadership coaching.

Skills

Leadership

Communication

Analytical skills

Project management

Client service

Education

Bachelor's degree in accounting or equivalent

Master's or advanced degree preferred

CPA, Law License, or Enrolled Agent

Tools

Microsoft Office

Tax software

Job description

Baker Tilly Advisory Group, LP in Northern California seeks a Tax Manager to deliver tax compliance and advisory services for high-net-worth individuals and family offices. You will work with firm leadership to grow client relationships and mentor staff, while maintaining a client-focused, collaborative culture.

The role supports Private Wealth/PCS clients with opportunities for leadership, flexible work routines, and ongoing professional development within a leading advisory firm.