Private Wealth Tax Manager — Hybrid & Growth Path

Baker Tilly Advisory Group, LP; Portland (OR); On-site; USD 90,000 - 175,000; Full time

Job summary

Baker Tilly is seeking a Tax Manager for our Private Wealth/High Net Worth team in Northern California. You will deliver tax and business advisory services and tax compliance to small business clients, mentored by firm leadership, and contribute to client and firm growth.

You will oversee complex tax returns for individuals, trusts and entities, while building client relationships and guiding junior staff through coaching and development opportunities.

Qualifications

• Four-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.

Education

4-year degree CPA, Law License, or EA

Five (5) years of experience

Job description

Baker Tilly is seeking a Tax Manager for our Private Wealth/High Net Worth team in Northern California. You will deliver tax and business advisory services and tax compliance to small business clients, mentored by firm leadership, and contribute to client and firm growth.

You will oversee complex tax returns for individuals, trusts and entities, while building client relationships and guiding junior staff through coaching and development opportunities.