Tax Manager, Private Wealth

Baker Tilly

San Francisco, California, United States
National: $91,220 - $172,990; ca: $112,500 - $172,...
Federal and state tax compliance
Complex trust and estate tax returns
Proactive tax planning strategies
This role offers the opportunity to serve as a trusted business advisor delivering tax and business advisory services to small business and high-net-worth clients

Job Summary

  • This role offers the opportunity to serve as a trusted business advisor delivering tax and business advisory services to small business and high-net-worth clients.
  • Candidates will work side-by-side with firm leadership to build the business while mentoring and developing talented staff members.
  • The position provides upward career trajectory, flexibility in work arrangements, and access to development programs like My Time Off and My Development.

Matching Summary

This role offers the opportunity to serve as a trusted business advisor delivering tax and business advisory services to small business and high-net-worth clients.

Salary

National: $91,220 - $172,990; CA: $112,500 - $172,950; Benefits: Comprehensive package including life insurance and development programs

Skills & Requirements

Must-have

  • Federal and state tax compliance
  • Complex trust and estate tax returns
  • Proactive tax planning strategies
  • Multi-generational affluent family clients
  • S-corp and partnership tax filings

Nice-to-have

  • Entrepreneurial client relationship building
  • Mentoring and coaching staff members
  • Work-life balance culture
  • Autonomous schedule management
  • Creative problem solving for clients

Key Requirements

  • Bachelor's degree in accounting from accredited college
  • Licensed CPA, JD, or EA required
  • Five plus years of professional tax experience
  • Two plus years of supervisory experience
  • Eligibility to work in the U.S. without sponsorship preferred

Work Rights

Eligibility to work in the U.S. without sponsorship preferred

Tailored Resume

Cover Letter