Private Wealth Tax Manager & Senior Advisor

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

Benefits offered by this job

My Time Off

My Development

Dress for Your Day

Job summary

Baker Tilly Advisory Group, LP in NorCal seeks a Tax Manager to deliver tax compliance and advisory services to high-net-worth individuals and private entities. You will mentor staff, work with firm leadership, and help develop client relationships while expanding the Private Wealth/PCS practice.

You’ll join a fast-growing firm offering upward career trajectory, flexible work arrangements, and opportunities for professional development through firm programs.

Qualifications

• 4-year degree required.
• Master's or advanced degree preferred.
• CPA, Law License, or Enrolled Agent required.
• Five (5) years of experience providing tax compliance, accounting and advisory services in a professional services firm.
• Two (2) years of supervisory experience, mentoring and counseling associates.
• Prefer candidates with experience in Private Wealth/Private Client Services.

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.
• Enjoy friendships, social activities and team outings that encourage a work-life balance.

Skills

Tax compliance

Client advisory

Leadership/Supervision

Financial analysis

Communication

Microsoft Office

Education

Bachelor’s degree

Master’s degree preferred

CPA/Law/Enrolled Agent

Tools

Microsoft Office

Tax software

Job description

Baker Tilly Advisory Group, LP in NorCal seeks a Tax Manager to deliver tax compliance and advisory services to high-net-worth individuals and private entities. You will mentor staff, work with firm leadership, and help develop client relationships while expanding the Private Wealth/PCS practice.

You’ll join a fast-growing firm offering upward career trajectory, flexible work arrangements, and opportunities for professional development through firm programs.