Private Wealth Tax Manager - Flexible Schedule & Growth

Baker Tilly Advisory Group, LP; Santa Clara (CA); On-site; USD 99,000 - 175,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a Tax Manager to join its Private Wealth/High Net Worth team in Northern California. You will deliver tax and business advisory services and tax compliance to small business clients, working alongside firm leadership to serve clients and grow the business.

You will mentor staff, develop their technical and professional skills, and benefit from upward career trajectory, flexible work arrangements, and meaningful client relationships.

Qualifications

• 4-year degree CPA, Law License, or EA.
• Five (5) years of experience.

Responsibilities

• Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities.
• Perform complex individual, partnership, S-corp, trust, estate, gift and state tax returns.
• Work on multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax.
• Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations.
• Learn and grow from direct and on the job coaching and mentoring along with participating in firm wide learning and development programs.
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients.
• Support the growth and development of team members.
• Enjoy friendships, social activities and team outings that encourage a work-life balance.

Education

4-year degree CPA, Law License, or EA

Job description

Baker Tilly Advisory Group, LP is seeking a Tax Manager to join its Private Wealth/High Net Worth team in Northern California. You will deliver tax and business advisory services and tax compliance to small business clients, working alongside firm leadership to serve clients and grow the business.

You will mentor staff, develop their technical and professional skills, and benefit from upward career trajectory, flexible work arrangements, and meaningful client relationships.