Private Wealth Tax Manager – NorCal Growth & Leadership

Baker Tilly US; San Francisco (CA); Hybrid; USD 113,000 - 173,000; Full time

Benefits offered by this job

Flexible work arrangements

My Time Off

My Development

Dress for Your Day

Job summary

Baker Tilly US seeks a Tax Manager for the Private Wealth/PCS team in NorCal. You will deliver tax compliance and advisory services to high-net-worth clients, partnering with firm leadership to serve clients and grow the business.

You will mentor staff, expand your own skills, and enjoy upward career trajectory with flexible work arrangements and development programs. Strong client service and leadership are essential.

Qualifications

• 4-year degree required.
• Master's or advanced degree preferred.
• CPA, Law License, or Enrolled Agent required.
• Five years of tax compliance, accounting and advisory experience in a professional services firm.
• Two years of supervisory experience.

Responsibilities

• Provide compliance and consulting services to high-net-worth individuals, multi-generational families and family offices.
• Prepare complex tax returns (individual, partnership, S-corp, trust, estate, gift, state).
• Deliver proactive tax planning and strategic consulting.
• Keep up-to-date with tax developments and apply to complex situations.
• Mentor and coach staff and develop their skills.
• Build client relationships and contribute to business development.

Skills

Leadership

Mentoring

Analytical

Communication

Project management

Education

4-year degree

Master's degree

CPA / Enrolled Agent / Law license

Tools

Microsoft Office

Job description

Baker Tilly US seeks a Tax Manager for the Private Wealth/PCS team in NorCal. You will deliver tax compliance and advisory services to high-net-worth clients, partnering with firm leadership to serve clients and grow the business.

You will mentor staff, expand your own skills, and enjoy upward career trajectory with flexible work arrangements and development programs. Strong client service and leadership are essential.