Tax Manager, Private Wealth — Advisor & Mentor

Baker Tilly Advisory Group, LP; Redwood City (CA); On-site; USD 99,000 - 175,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a Tax Manager to join our Private Wealth/High Net Worth team in NorCal. You will deliver tax compliance, advisory services and tax planning for high-net-worth clients while working closely with firm leadership to grow the business and mentor staff.

Bring 5+ years of federal tax experience, CPA/Law/EA credentials, and a drive to develop client relationships and technical skills.

Qualifications

• 4-year degree CPA, Law License, or EA.
• Five (5) years of experience.
• Preferred: Bachelor's, master's, or advanced degree in accounting.
• Five (5)+ years of experience providing federal tax compliance and consulting services in a public accounting firm.
• Two (2)+ years of supervisory experience, mentoring and counseling associates.
• Private Wealth industry experience preferred.

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.

Skills

Tax compliance

Client advisory

Mentoring staff

Microsoft Office

Education

CPA, Law License, or EA

Bachelor's/Master's in accounting (preferred)

Job description

Baker Tilly Advisory Group, LP is seeking a Tax Manager to join our Private Wealth/High Net Worth team in NorCal. You will deliver tax compliance, advisory services and tax planning for high-net-worth clients while working closely with firm leadership to grow the business and mentor staff.

Bring 5+ years of federal tax experience, CPA/Law/EA credentials, and a drive to develop client relationships and technical skills.