Tax Manager - Trust and Estate

Baker Tilly•San Diego, CA

1d•Hybrid

About The Position

Baker Tilly is a leading advisory, tax and assurance firm with a significant presence in major U.S. and global financial centers. The firm operates through a structure that includes a licensed CPA firm for attest services and other entities for tax and business advisory services. Baker Tilly is an independent member of a worldwide network of accounting and business advisory firms. This role is for a Tax Manager in Private Wealth, specializing in Trust and Estate for the SoCal region. It offers an opportunity to be a valued advisor, delivering tax and business advisory services and tax compliance to individuals and small business clients. The position involves working with firm leadership to serve clients and build the business, as well as coaching staff. Baker Tilly emphasizes upward career trajectory, flexibility in work arrangements, and meaningful relationships. The role is ideal for someone looking to expand their career in trust and estate tax within the private wealth sector, act as a trusted business advisor, and work for a firm that values client and employee interests, transparency, and professional development.

Requirements

4-year degree
CPA, Law License, or EA
Five (5) years of experience
Eligibility to work in the U.S. without sponsorship

Nice To Haves

Bachelor’s, master’s, or advanced degree in accounting
Five (5)+ years of experience providing tax compliance and consulting services in a public accounting firm
Experience with private wealth tax and consulting, particularly with trust and estate tax
Two (2)+ years of supervisory experience, mentoring and counseling associates
Demonstrated management, analytical, organization, interpersonal, project management, communication skills
Ability 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 projects
Highly developed software and Microsoft Suite skills

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 entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
Invest in 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