Tax Manager – Private Wealth & Growth | Flexible Schedule

Baker Tilly Advisory Group, LP; Santa Clara (CA); On-site; USD 113,000 - 173,000; Full time

Job summary

Baker Tilly Advisory Group, LP in NorCal is seeking a Tax Manager to join the Private Wealth/High Net Worth team. You will provide tax compliance and advisory services to high-net-worth individuals and family offices, working alongside firm leadership to serve clients and grow the business.

This role offers mentorship to staff, opportunities for career growth, and the ability to shape client solutions with autonomy over your schedule.

Qualifications

• 4-year degree required.
• 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.

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

Supervisory experience

Leadership

Project management

Education

Bachelor's degree

Master's degree preferred

CPA

Enrolled Agent

Law License

Tools

Microsoft Office

Job description

Baker Tilly Advisory Group, LP in NorCal is seeking a Tax Manager to join the Private Wealth/High Net Worth team. You will provide tax compliance and advisory services to high-net-worth individuals and family offices, working alongside firm leadership to serve clients and grow the business.

This role offers mentorship to staff, opportunities for career growth, and the ability to shape client solutions with autonomy over your schedule.