Demo

Tax Manager, High Net Wealth

Baker Tilly
San Francisco, CA Full Time
POSTED ON 1/15/2025
AVAILABLE BEFORE 3/28/2025

Tax Manager, High Net Wealth

Apply locations USA CA San Francisco 50 Fremont St time type Full time posted on Posted 27 Days Ago job requisition id 22620

All potential applicants are encouraged to scroll through and read the complete job description before applying.

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Job Description : Responsibilities

Join Baker Tilly as a Tax Manager with our Private Wealth / High Net Worth team ! This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to small business clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm’s success. Additionally, you will be a mentor and a coach to a group of talented staff, utilizing your experience to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you!

You’ll enjoy this role if :

  • You are looking for an opportunity to expand your career in small business tax and accounting, becoming an expert to the clients you serve.
  • You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges.
  • You want to work for a leading CPA advisory firm who serves their clients with their clients’ and employees’ best interests in mind and are transparent in their decisions.
  • You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through programs (ask us about My Time Off, My Development and Dress for Your Day!).
  • You want to contribute to your engagement team’s professional growth and enhance your own skills to build a career with opportunities now, for tomorrow .

What you will do :

  • 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.
  • Assist with managing client engagement staffing, billings / collections, and ensure client profitability targets are met.
  • Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community.
  • Invest in your 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.
  • Qualifications

    Successful candidates will have :

  • Bachelor's degree in accounting, master's or advanced degree desirable.
  • CPA or JD required.
  • Five (5) years of experience providing federal and state 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.
  • For California, Colorado, New York, Washington and remote roles : The compensation range for this role is $86,220 to $182,770. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

    J-18808-Ljbffr

    Salary : $86,220 - $182,770

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Tax Manager, High Net Wealth?

    Sign up to receive alerts about other jobs on the Tax Manager, High Net Wealth career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $141,735 - $180,909
    Income Estimation: 
    $186,150 - $261,080
    Income Estimation: 
    $202,368 - $292,394
    Income Estimation: 
    $186,751 - $256,970
    Income Estimation: 
    $174,945 - $229,966
    Income Estimation: 
    $141,735 - $180,909
    Income Estimation: 
    $186,150 - $261,080
    Income Estimation: 
    $202,368 - $292,394
    Income Estimation: 
    $186,751 - $256,970
    Income Estimation: 
    $174,945 - $229,966
    Income Estimation: 
    $73,496 - $93,409
    Income Estimation: 
    $94,538 - $119,494
    Income Estimation: 
    $101,493 - $142,466
    Income Estimation: 
    $152,615 - $211,890
    Income Estimation: 
    $94,700 - $117,561
    Income Estimation: 
    $174,945 - $229,966
    Income Estimation: 
    $213,108 - $301,697
    Income Estimation: 
    $220,699 - $296,908
    Income Estimation: 
    $111,130 - $143,851
    Income Estimation: 
    $129,014 - $179,213
    Income Estimation: 
    $140,569 - $203,638
    Income Estimation: 
    $152,615 - $211,890
    Income Estimation: 
    $141,735 - $180,909
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at Baker Tilly

    Baker Tilly
    Hired Organization Address Tewksbury, MA Full Time
    About the Firm Baker Tilly is a leading advisory, tax, and assurance firm that provides clients with a genuine coast-to-...
    Baker Tilly
    Hired Organization Address Tewksbury, MA Full Time
    Baker Tilly is a leading advisory firm that provides clients with a genuine coast-to-coast and global advantage. Our tea...
    Baker Tilly
    Hired Organization Address Tewksbury, MA Full Time
    Job Description We are seeking a highly motivated and experienced Business Development Director to join our team. As a k...
    Baker Tilly
    Hired Organization Address Tewksbury, MA Full Time
    Job Summary The Practice Leader - Forensic Litigation position at Baker Tilly is a key role in driving the firm's growth...

    Not the job you're looking for? Here are some other Tax Manager, High Net Wealth jobs in the San Francisco, CA area that may be a better fit.

    Tax Senior Manager, High Net Wealth

    Baker Tilly, San Francisco, CA

    Tax Manager

    Earned Wealth, San Francisco, CA

    AI Assistant is available now!

    Feel free to start your new journey!