Private Wealth Tax Manager — Growth & Mentorship

Baker Tilly Advisory Group, LP; Redwood City (CA); Sur place; USD 113 000 - 173 000; Plein temps

Résumé du poste

Baker Tilly Advisory Group, LP in Northern California is seeking a Tax Manager to join the Private Wealth/PCS team. You will deliver tax compliance, planning and advisory services to high-net-worth clients and family offices, working alongside firm leadership to grow the practice.

You'll mentor staff, supervise engagements, and apply sophisticated strategies across individual, trust, estate and entity tax returns while staying current with evolving tax law and client needs.

Qualifications

• Five years of experience in tax compliance, accounting or advisory services.
• Experience with high-net-worth individuals and family offices preferred.
• Ability to supervise staff and deliver client-focused solutions.

Responsabilités

• Provide tax compliance for individuals, trusts, estates and entities.
• Deliver proactive tax planning and advisory services to high-net-worth clients.
• Prepare and review complex returns and generate strategic recommendations.
• Manage multiple engagements and uphold quality and deadlines.
• Mentor and coach staff, fostering professional development.
• Build and maintain strong client relationships and business growth.

Connaissances

Tax compliance

Advisory services

Client relationship management

Mentoring

Leadership

Formation

Bachelor's degree in accounting or related field

CPA or equivalent

Master's degree preferred

Outils

Microsoft Excel

Tax software

Description du poste

Baker Tilly Advisory Group, LP in Northern California is seeking a Tax Manager to join the Private Wealth/PCS team. You will deliver tax compliance, planning and advisory services to high-net-worth clients and family offices, working alongside firm leadership to grow the practice.

You'll mentor staff, supervise engagements, and apply sophisticated strategies across individual, trust, estate and entity tax returns while staying current with evolving tax law and client needs.