Trust & Estate Tax Manager, Private Wealth Lead (Hybrid, SoCal)

Baker Tilly International; Irvine (CA); Hybrid; USD 104,000 - 155,000; Full time

Job summary

Baker Tilly in Irvine, CA seeks a Tax Manager in Private Wealth specializing in Trust and Estate tax. You will deliver tax, accounting, and advisory services to individuals and small businesses, coaching staff and partnering with leadership to grow the practice.

You will oversee engagements, ensure client satisfaction, and stay current with tax laws while building lasting client relationships in a hybrid work setting.

Qualifications

• Experience in private wealth tax and trust & estate tax consulting.
• Ability to lead and supervise associates and manage client engagements.
• Strong communication and project management skills.

Responsibilities

• Be a trusted member of the team providing tax, accounting and advisory services to individuals and small business clients focusing on trust & estate tax.
• Oversee accounting, bookkeeping and compilation of financial statements for clients.
• Review client records, provide analysis, and communicate accounting and business matters clearly.

Skills

Trust & Estate Tax

Tax Consulting

Leadership

Client Service

Education

CPA

EA

Job description

Baker Tilly in Irvine, CA seeks a Tax Manager in Private Wealth specializing in Trust and Estate tax. You will deliver tax, accounting, and advisory services to individuals and small businesses, coaching staff and partnering with leadership to grow the practice.

You will oversee engagements, ensure client satisfaction, and stay current with tax laws while building lasting client relationships in a hybrid work setting.