Tax Manager, Private Wealth — Lead Clients & Develop Team

Baker Tilly US; Rancho Cordova (CA); On-site; USD 91,000 - 173,000; Full time

Job summary

Baker Tilly US is seeking a Tax Manager for the Private Wealth/PCS team in NorCal to deliver tax compliance and advisory services to individuals and family offices. You will work with firm leadership to serve clients, build the business, and mentor staff, shaping growth and development across the team.

As a leading CPA advisory firm, you will own engagements, provide strategic tax planning, and collaborate across departments to deliver holistic client solutions while maintaining high ethical and

Qualifications

• 4-year degree required.
• Master's or advanced degree preferred.
• CPA, Law License, or Enrolled Agent required.
• 5 years of experience providing tax compliance, accounting and advisory services.
• 2 years of supervisory experience.

Responsibilities

• Provide compliance and consulting services to high-net-worth individuals, family offices and private businesses.
• Prepare complex tax returns: individuals, partnerships, S-corps, trusts, estates and gift tax.
• Deliver proactive tax planning and strategic consulting to clients.
• Mentor and develop staff while collaborating with firm leadership.

Skills

Management

Analytical thinking

Organization

Interpersonal skills

Project management

Communication

Mentoring

Education

4-year degree

Master's or advanced degree

CPA / Law license / Enrolled Agent

Tools

Microsoft Office

Job description

Baker Tilly US is seeking a Tax Manager for the Private Wealth/PCS team in NorCal to deliver tax compliance and advisory services to individuals and family offices. You will work with firm leadership to serve clients, build the business, and mentor staff, shaping growth and development across the team.

As a leading CPA advisory firm, you will own engagements, provide strategic tax planning, and collaborate across departments to deliver holistic client solutions while maintaining high ethical and