High Net Worth Tax Professional

6 days ago


San Francisco, California, United States Baker Tilly Full time

Company Overview

Baker Tilly is a leading advisory, tax and assurance firm with a presence in major regions of the U.S. and global financial centers. The firm provides professional services through an alternative practice structure in accordance with applicable laws, regulations and professional standards.

The company has a strong commitment to serving clients with their best interests in mind and is transparent in its decisions. It values the development of its professionals, providing them with autonomy to own their schedule and career through various programs.

Salary Information

The compensation range for this role is influenced by factors including skills, experience, qualifications, and geographic location.

Job Description

This is an exciting opportunity to work as a Tax Manager with our Private Wealth/High Net Worth team. You will deliver tax and business advisory services and tax compliance to small business clients, working side-by-side with firm leadership to serve clients and build the business.

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. This is a great chance to be a valued advisor, have a direct impact on the firm's success, and enjoy friendships, social activities and team outings that encourage a work-life balance.

Responsibilities

  • Compliance and Consulting Services: Assist in providing 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.

Required Skills and Qualifications

  • 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.

Benefits

You will enjoy a dynamic work environment, opportunities for professional growth and development, and a competitive salary range influenced by your skills, experience, and qualifications.



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