Tax Manager - Private Wealth Advisory

Baker Tilly Advisory Group, LP; San Francisco (CA); On-site; 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 for our Private Wealth/High Net Worth team. You will deliver tax and business advisory services and tax compliance to small business clients, partnering with firm leadership to guide engagements and growth.

You will mentor staff, develop their skills, and contribute to client relationships, with flexible work arrangements and a path for upward career progression within a growing national firm.

Qualifications

• 4-year degree required.
• Master's degree preferred.
• CPA, Law License, or Enrolled Agent.
• 5 years of federal and state tax compliance, accounting and advisory services in a professional services firm.
• 2 years of supervisory experience, mentoring and counseling associates.
• Demonstrated management, analytical, organization, interpersonal, project management, and communication skills.
• Ability to lead and supervise others with commitment to ethics and timely delivery.
• Strong proficiency with Microsoft Office.

Responsibilities

• Provide compliance and consulting services to high-net-worth individuals, families, family offices and related entities.
• Prepare complex federal and state tax returns (individual, trust, partnership, S-corp, etc.).
• Deliver proactive tax planning and strategic consulting on estate, gift, charitable planning and generation skipping tax.
• Maintain current knowledge of tax authorities and apply to complex situations.
• Engage in coaching and development of staff and participate in firm learning programs.
• Build client relationships and contribute to engagement growth.

Skills

Tax compliance

Client advisory

Mentoring

Leadership

Project management

Communication

Microsoft Office

Education

Bachelor's degree

Master's degree preferred

CPA / EA / Law License

Tools

Microsoft Office Suite

Job description

Baker Tilly Advisory Group, LP in NorCal seeks a Tax Manager for our Private Wealth/High Net Worth team. You will deliver tax and business advisory services and tax compliance to small business clients, partnering with firm leadership to guide engagements and growth.

You will mentor staff, develop their skills, and contribute to client relationships, with flexible work arrangements and a path for upward career progression within a growing national firm.