Tax Manager - Private Wealth

Baker Tilly•San Francisco, CA

3d•$141,773 - $199,640•Hybrid

About The Position

Baker Tilly is a leading advisory, tax and assurance firm. This role is responsible for the coordination, oversight, and delivery of technical work on client engagements involving complex accounting and tax consulting matters. The Tax Manager will provide strategic tax guidance for planning to minimize client liabilities while complying with local, state, federal, and international laws. This includes defining the scope of tax compliance and planning engagements, designing tax engagement processes, preparing fee estimates, and assigning personnel. The role involves escalating critical tax issues, monitoring engagements, reviewing tax returns, identifying complex tax issues, delegating research, drafting recommendations, reporting on tax planning opportunities and risks, coordinating client meetings, and supervising client communication. Additionally, the Tax Manager will perform internal reviews of engagement economics, identify tax training requirements, provide coaching, and assist with business development initiatives. The role requires the use of Microsoft Office Suite, Teams, CCH Axcess, & CaseWare.

Requirements

Bachelor’s or foreign equivalent degree in Accounting, Business Taxation, Law, or a related field.
5 years of progressive, post-baccalaureate experience in the job offered or as an Accountant, Tax Advisor/Associate, or in a related/similar position.
5 years of experience in providing federal and multi-state tax compliance and advisory services to corporations and individuals.
2 years of supervising or mentoring experience.
CPA license.

Responsibilities

Coordinate, oversee, and deliver technical work on client engagements involving complex accounting and tax consulting matters.
Provide strategic tax guidance for planning to minimize client liabilities while complying with local, state, federal, and international laws.
Define the scope of tax compliance and planning engagements by analyzing federal/state tax provisions and identifying required tax returns, tax elections & disclosures, and critical tax accounting methods for adjustment of taxable income applicable to middle-market and multinational companies, high-net worth individuals, trusts, & estates.
Design tax engagement processes, establishing adequate personnel and technology resources and time budgets.
Prepare fee estimates & budgets for project terms and client approval.
Provide input for the assignment and scheduling of tax associates for tax engagements.
Escalate critical tax issues identified during the engagement to subject matter experts or tax partners, including international tax, state & local, M&A, or special accounting method issues.
Monitor tax engagements, lead internal team meetings, resolve scheduling conflicts, and ensure client support.
Review completeness of individual and business income tax returns (inclusive of Forms 1040, 1040-NR, 1120, 1120-F, 1120-S, 1065, etc.) before submission to tax partners and directors for final review & quality control.
Identify complex tax issues involving taxability of specific transactions, timing of deductions, applicability of anti-avoidance rules and newly implemented regulations.
Delegate tax research assignments to senior tax associates.
Draft recommendations involving complex topics including federal, international, & state taxation.
Report to tax partners on tax planning opportunities to improve clients’ tax processes or efficiency through changes to organizational structure or transaction flows, and on areas of tax risk identified during tax engagements, including uncertain tax positions subject to challenge by tax authorities; propose follow-up actions.
Coordinate client meetings to plan tax compliance & tax planning projects.
Lead or supervise communication with individual & business clients on day-to-day tax matters.
Perform internal review of engagement economics and provide input for client billing.
Identify tax training requirements, design and coordinate tax training courses for tax associates.
Provide coaching and professional development guidance to associates.
Assist with business development initiatives, including networking activities, industry & service-line conferences & trade-shows, target identification, proposal development.