Private Wealth Tax Manager — High‑Net‑Worth Advisor

Baker Tilly International; San Francisco (CA); On-site; USD 91,220 - 172,950; Full time

Benefits offered by this job

Flexible work hours

Professional development programs

Social activities and team outings

Job summary

A leading tax and advisory firm is looking for a Tax Manager for their Private Wealth team in San Francisco. This role involves providing tax compliance and consulting services to high-net-worth individuals and families. Successful candidates will have at least 5 years of experience in tax services and possess strong analytical and leadership skills. This position also offers flexibility in work arrangements and opportunities for professional growth and development.

Qualifications

• 5+ years of experience in federal and state tax compliance.
• 2+ years of supervisory experience.
• Highly developed software skills.

Responsibilities

• Provide compliance and consulting services to high-net-worth clients.
• Perform complex tax returns for individuals and trusts.
• Mentor team members and support their professional growth.

Skills

Federal and state tax compliance

Analytical skills

Communication skills

Project management

Interpersonal skills

Education

Bachelor’s degree in accounting

Licensed CPA, JD, or EA

Tools

Microsoft Suite

Job description

A leading tax and advisory firm is looking for a Tax Manager for their Private Wealth team in San Francisco. This role involves providing tax compliance and consulting services to high-net-worth individuals and families. Successful candidates will have at least 5 years of experience in tax services and possess strong analytical and leadership skills. This position also offers flexibility in work arrangements and opportunities for professional growth and development.