Trust & Estate Tax Manager — Private Wealth Advisor

Baker Tilly Advisory Group, LP; San Diego (CA); Hybrid; USD 99,000 - 148,000; Full time

Job summary

Baker Tilly Advisory Group, LP in Southern California seeks a Tax Manager in Private Wealth specializing in Trust and Estate for our SoCal region. You will deliver tax and business advisory services to individuals and small business clients while coaching staff and partnering with firm leadership to serve clients and build the business.

You will be a trusted advisor, collaborating with clients to solve complex accounting and tax challenges, and you will lead and mentor a team to grow technical

Qualifications

• 4-year degree CPA, Law License, or EA
• Five (5) years of experience
• Bachelor’s, master’s, or advanced degree in accounting

Responsibilities

• Be a trusted member of the team providing various tax, accounting and advisory services to individuals and small business clients, specifically with trust and estate tax
• Oversee and provide services pertaining to accounting, bookkeeping and prepared or compiled financials
• Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with client to discuss accounting and business matters
• Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate
• Lead and plan client engagements, and continuously evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of internal control issues
• Provide recommendations for business and process improvements based upon knowledge gained relative to the client’s operations, processes, and business objectives
• Manage and build client relationships, act as liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to client
• Effectively delegate and oversee the work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations for delivery
• Maintain current knowledge of local, state, and federal tax practices and laws
• Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
• Invest in your professional development individually and through participation in firm wide learning and development programs
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
• Enjoy friendships, social activities and team outings that encourage a work-life balance

Skills

Client advisory

Trust & estate tax

Supervisory skills

Microsoft Suite

Education

CPA / Law License / EA

Accounting degree (Bachelor/Master/Advanced)

Tools

Tax software

Microsoft Excel

Job description

Baker Tilly Advisory Group, LP in Southern California seeks a Tax Manager in Private Wealth specializing in Trust and Estate for our SoCal region. You will deliver tax and business advisory services to individuals and small business clients while coaching staff and partnering with firm leadership to serve clients and build the business.

You will be a trusted advisor, collaborating with clients to solve complex accounting and tax challenges, and you will lead and mentor a team to grow technical