Tax Manager, Private Wealth

Baker Tilly US; San Francisco (CA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Flexible work schedule

Professional development programs

Team outings and social activities

Job summary

Baker Tilly US is seeking a Tax Manager for their Private Wealth/High Net Worth team in San Francisco. This role involves delivering tax and business advisory services, mentoring staff, and directly impacting the firm's success.

The ideal candidate will have experience in tax compliance and consulting, a 4-year degree, and CPA certification. Enjoy a flexible work schedule and opportunities for professional development in a dynamic advisory firm.

Qualifications

• Five years of experience providing federal and state tax compliance.
• Two years of supervisory experience, mentoring and counseling associates.
• Eligibility to work in the U.S. without sponsorship preferred.

Responsibilities

• Perform complex tax returns for individuals and businesses.
• Work on tax planning and strategic consulting engagements.
• Utilize entrepreneurial skills to build client relationships.

Skills

Management skills

Analytical skills

Interpersonal skills

Project management

Communication skills

Software skills

Education

4-year degree

Master’s or advanced degree preferred

CPA or Law License

Tools

Microsoft Suite

Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm that provides clients with a genuine coast‑to‑coast and global advantage in major regions of the U.S. and many of the world’s leading financial centers, including New York, London, San Francisco, Los Angeles, Chicago and Boston. The firm offers professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws and regulations. Baker Tilly US, LLP is a licensed independent CPA firm that delivers attest services to clients.

Job Description

Join Baker Tilly as a Tax Manager with our Private Wealth / High Net Worth team in NorCal. In this role you will be a valued advisor delivering tax and business advisory services and tax compliance to small business clients. You will work side‑by‑side with firm leadership to serve clients and build the business, having a direct impact on the firm’s success. You will also mentor and coach a group of talented staff, helping to develop their technical and professional skills.

You’ll Enjoy This Role If

• You are looking for an opportunity to expand your career in small business tax and accounting, becoming an expert to the clients you serve
• You can see yourself as a trusted business advisor, working face‑to‑face with clients to find creative solutions to complex accounting and business challenges
• You want to work for a leading CPA advisory firm who serves their clients with their best interests in mind and is transparent in their decisions
• You value your development and want a firm that provides you the autonomy to own your schedule and career through programs such as My Time Off, My Development and Dress for Your Day
• You want to contribute to your engagement team’s professional growth and enhance your own skills to build a career with opportunities today and tomorrow

What You Will Do

• 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 technical competence by keeping up‑to‑date on trends, developments and technical authorities and applying them to complex situations
• Learn and grow from direct and on‑the‑job coaching and mentoring while participating in firm‑wide learning and development programs
• Utilize 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

Qualifications

• 4‑year degree
• Master’s or advanced degree preferred
• CPA, Law License, or Enrolled Agent
• Five (5) years of experience providing federal and state tax compliance, accounting and advisory services in a professional services firm
• Two (2) years of supervisory experience, mentoring and counseling associates
• Demonstrated management, analytical, organizational, interpersonal, project management, and communication skills
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning, see the big picture as well as details, exhibit appropriate ethical knowledge and commitment, and show a sense of urgency and commitment to quality and timely completion of projects
• Highly developed software and Microsoft Suite skills
• Eligibility to work in the U.S. without sponsorship preferred

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.