Private Wealth Tax Manager – NorCal

Baker Tilly US; Santa Clara (CA); On-site; USD 113,000 - 173,000; Full time

Job summary

Baker Tilly US is seeking a Tax Manager for the Private Wealth/PCS team in NorCal. You will deliver tax compliance and advisory services to individuals and small businesses, partnering with leadership to grow client relationships and develop staff.

You will mentor staff, manage multiple engagements, and apply up-to-date tax knowledge to complex planning scenarios while supporting firm growth and a client‑focused culture.

Qualifications

• CPA, Law License, or Enrolled Agent required.
• Five years of tax compliance, accounting and advisory experience.
• Supervisory experience mentoring associates.

Responsibilities

• Provide tax compliance and advisory services to high-net-worth individuals and families.
• Prepare complex returns for individuals, partnerships, trusts and estates.
• Mentor team members and collaborate with Private Wealth/PCS clients.

Skills

Client service

Leadership

Communication

Mentoring

Attention to detail

Business advisory

Education

4-year degree required

Master's degree preferred

CPA / EA / Law license required

5+ years tax experience

Tools

MS Office

Job description

Baker Tilly US is seeking a Tax Manager for the Private Wealth/PCS team in NorCal. You will deliver tax compliance and advisory services to individuals and small businesses, partnering with leadership to grow client relationships and develop staff.

You will mentor staff, manage multiple engagements, and apply up-to-date tax knowledge to complex planning scenarios while supporting firm growth and a client‑focused culture.