Tax Manager, High Net Wealth

2 weeks ago

San Francisco, United States BTAG Baker Tilly Advisory Group, LP Full time

Tax Manager, High Net Wealth page is loaded Tax Manager, High Net Wealth Apply locations USA CA San Francisco 50 Fremont St time type Full time posted on Posted 10 Days Ago job requisition id 21763 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.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

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 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 As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

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.

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