Private Wealth Tax Manager — Flexible Schedule & Growth

Baker Tilly Advisory Group, LP; Walnut Creek (CA); On-site; USD 90,000 - 134,000; Full time

Benefits offered by this job

Competitive compensation

Career growth opportunities

Flexible work arrangements

Job summary

Baker Tilly is seeking a Tax Manager for its Private Wealth/High Net Worth team in Northern California. You will deliver tax and business advisory services, mentor staff, and partner with leadership to serve small business clients and affluent families.

Join a fast-growing firm offering upward trajectory, flexible work options, and meaningful client relationships. Must have CPA/Law/EA and 5+ years of public accounting tax experience.

Qualifications

• CPA, Law License, or EA required.
• Five years of experience required.
• Bachelor's, master's or higher in accounting preferred.

Responsibilities

• Assist in compliance and consulting for high-net-worth clients.
• Prepare complex tax returns for individuals, trusts, estates and businesses.
• Engage in proactive tax planning and strategic consulting with clients.
• Develop technical expertise and stay current with tax authorities and trends.
• Coach and mentor staff and grow client relationships.

Skills

MS Office

Education

CPA license

Law License

EA

Bachelor's in accounting

Tools

Microsoft Office

Job description

Baker Tilly is seeking a Tax Manager for its Private Wealth/High Net Worth team in Northern California. You will deliver tax and business advisory services, mentor staff, and partner with leadership to serve small business clients and affluent families.

Join a fast-growing firm offering upward trajectory, flexible work options, and meaningful client relationships. Must have CPA/Law/EA and 5+ years of public accounting tax experience.