Tax Manager - Private Wealth (NorCal Tax)
About The Position
Baker Tilly is a leading advisory, tax and assurance firm with a genuine coast-to-coast and global advantage. Following the combination with Moss Adams, Baker Tilly is now the #6 public accounting and advisory firm in the nation and continues to grow. This Tax Manager position is within the Private Wealth/PCS team in NorCal. The role involves delivering tax compliance and business advisory services to individuals and small business clients. The Tax Manager will work with firm leadership to serve clients and build the business, acting as a mentor and coach to staff. Baker Tilly offers upward career trajectory, flexibility in work location and schedule, and meaningful relationships. The firm emphasizes client service, employee development, and a supportive work-life balance.
Requirements
- 4-year degree required
- CPA, Law License, or Enrolled Agent required
- Five (5) years of experience providing tax compliance, accounting and advisory services in a professional services firm
- 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
- Eligibility to work in the U.S. without sponsorship preferred
Nice To Haves
- Master's or advanced degree preferred
- Experience in Private Wealth/Private Client Services
Responsibilities
- 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 returns
- Work on multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax
- Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations
- Learn and grow from direct and on the job coaching and mentoring along with participating in firm wide learning and development programs
- Utilize entrepreneurial skills to network and build strong relationships internally and externally with clients
- Support the growth and development of team members
- Enjoy friendships, social activities and team outings that encourage a work-life balance
Benefits
- Upward career trajectory
- Flexibility in how and where you get your work done
- Meaningful relationships with clients, teammates and leadership
- My Time Off
- My Development
- Dress for Your Day!
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What This Job Offers
Job Type
Full-time
Career Level
Senior
