Tax Manager - Private Wealth/PCS

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

Job summary

Baker Tilly Advisory Group, LP in NorCal is seeking a Tax Manager to deliver tax compliance and business advisory services to individuals and small businesses. You will work side-by-side with firm leadership to serve clients and build the business, mentoring staff and shaping client strategies.

The role offers upward trajectory, flexible work options, and opportunities to develop technical and professional skills within a growing firm that values client-centric solutions and integrity.

Qualifications

• 4-year degree required; Master’s degree preferred.
• CPA, Law License, or Enrolled Agent required.
• 5 years of tax compliance, accounting and advisory experience.
• 2 years of supervisory/mentoring experience.

Responsibilities

• Prepare complex individual, partnership, S-corp, trust and estate tax returns.
• Provide proactive tax planning and advisory services to high‑net‑worth clients.
• Lead and mentor associates, delivering quality client service.
• Collaborate with firm leadership to grow the Private Wealth/PCS practice.

Skills

Tax compliance

Client service

Leadership

Communication

Organization

Education

Bachelor's degree required

Master's degree preferred

Tools

Microsoft Office Suite

Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. 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 or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description

Now that Baker Tilly and Moss Adams have combined to be the #6 public accounting and advisory firm in the nation, it's a great time to join Baker Tilly as we continue to grow. Join Baker Tilly as a Tax Manager with our Private Wealth/PCS team in NorCal! This is a great opportunity to be a valued advisor delivering tax compliance and business advisory services to individuals and 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. Additionally, you will be a mentor and a coach to a group of talented staff, utilizing your experience to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

What you’ll enjoy

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 serveYou can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challengesYou want to work for a leading CPA advisory firm who serves their clients with their clients' and employees' best interests in mind and are transparent in their decisionsYou value your development and want to work for a firm that provides you the autonomy to own your schedule and career through programs (ask us about 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 now, for 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 returnsWork on multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping taxBuild on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situationsLearn and grow from direct and on the job coaching and mentoring along with participating in firm wide learning and development programsUtilize your entrepreneurial skills to network and build strong relationships internally and externally with clientsSupport the growth and development of team members Enjoy friendships, social activities and team outings that encourage a work-life balance.

Qualifications

Successful candidates will have:4-year degree requiredMaster's or advanced degree preferredCPA, Law License, or Enrolled Agent requiredFive (5) years of experience providing tax compliance, accounting and advisory services in a professional services firmTwo (2) years of supervisory experience, mentoring and counseling associatesPrefer candidates with experience in Private Wealth/Private Client ServicesDemonstrated management, analytical, organization, interpersonal, project management, communication skillsAbility to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projectsHighly developed software and Microsoft Suite skillsEligibility to work in the U.S. without sponsorship preferred.

Pay and Benefits

The pay rate ranges for this position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant's skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees: Life at Baker Tilly | Baker TillyThe national pay rate range is: $91, 220 - $172, 990.In CA: pay rate range is: $112, 500 to $172, 950#LI-MS