Strategic Tax Advisor, Private Wealth

3 weeks ago

San Francisco, California, United States Baker Tilly Full time
Job Summary:

A unique opportunity has arisen for a seasoned Tax Manager to join our esteemed team at Baker Tilly. This role will allow you to utilize your expertise in federal and state tax compliance, accounting, and advisory services to drive business growth and deliver exceptional client experiences.

As a trusted advisor, you will be responsible for providing proactive tax planning and strategic consulting to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses or investment entities.

  • You will work closely with clients to develop tailored solutions that address their complex accounting and business challenges.
  • Collaborate with the leadership team to identify opportunities for growth and expansion, leveraging your entrepreneurial skills to build strong relationships with clients and the community.
Responsibilities:

This role encompasses a range of responsibilities, including:

  • Assisting in the delivery of compliance and consulting services to high-net-worth clients, including individual, partnership, S-corp, trust, estate, gift, and state tax returns.
  • Performing multiple engagements that provide proactive tax planning and strategic consulting, encompassing federal estate, gift, charitable planning, and generation skipping tax.
  • Building on technical competence by staying up-to-date on industry trends, developments, and technical authorities, and applying this knowledge to complex situations.
  • Managing client engagement staffing, billings/collections, and ensuring client profitability targets are met.
  • Investing in your professional development through participation in firm-wide learning and development programs.
  • SUPPORTING THE GROWTH AND DEVELOPMENT OF TEAM MEMBERS THROUGH THE BAKER TILLY CARE AND TEACH PHILOSOPHY, HELPING ASSOCIATES MEET THEIR PROFESSIONAL GOALS.
Requirements:

To succeed in this role, you will need to possess:

  • 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.

The estimated salary for this role is $140,000 - $160,000 per year, depending on qualifications and experience.

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