Senior Tax Manager

2 weeks ago

San Francisco, California, United States Baker Tilly US, LLP Full time
Overview

Baker Tilly US, LLP is a prominent advisory CPA firm, offering clients a distinct advantage across major regions in the U.S. and in key global financial hubs. As an independent member of Baker Tilly International, we are part of a vast network of accounting and business advisory firms operating in 145 territories, with a collective revenue of $4.7 billion and a workforce of 41,000 professionals.

We encourage discussions regarding work location with our talent acquisition professionals to clarify the requirements for the opportunities available.

Baker Tilly is committed to equal opportunity and affirmative action. All qualified applicants will be considered 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 laws.

Unsolicited resumes submitted through our website or to employee email accounts are considered the property of Baker Tilly US, LLP and are not subject to agency fees. To be recognized as an authorized recruitment agency for Baker Tilly US, LLP, a formal written agreement must be established, and the agency must be invited by our Talent Attraction team to submit candidates through our applicant tracking system.

Responsibilities

Baker Tilly, recognized as one of the fastest-growing CPA advisory firms, presents an exceptional career opportunity for a Tax Senior Manager to enhance our expanding San Francisco office, focusing on the Bay area tax practice. This role specializes in private wealth management, flow-through entities, real estate partnerships, and family limited partnerships.

Our Bay area tax practice addresses the distinct challenges faced by affluent individuals and privately held business owners, as well as partnerships and flow-through entities. We assist executives, business owners, wealthy families, family offices, estates, and trusts in managing, preserving, and transitioning their wealth. Our consulting professionals deliver comprehensive strategic services in income, trust, estate, and gift tax, succession planning, valuation, and international tax.

This role is ideal for you if:

  • You enjoy acting as a personal advisor to clients, collaborating with their other advisors such as attorneys, bankers, and investment professionals to create a cohesive approach to wealth management.
  • You seek a leadership position within a well-established high-net-worth practice that is experiencing significant growth.
  • You possess strong skills in accounting and compliance.
  • You wish to be part of a firm dedicated to your success, providing resources and support to enhance your technical skills and advance your career.

Your key responsibilities will include:

  • Delivering compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses or investment entities:
    • Conducting technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax returns.
    • Leading multiple engagements that provide proactive tax planning and strategic consulting, including federal estate, gift, charitable planning, and generation-skipping tax.
    • Advising clients on business succession planning.
    • Enhancing technical competence by staying informed on trends, developments, and technical authorities, applying this knowledge to complex situations.
  • Managing client engagement staffing, billing/collections, and ensuring profitability targets are achieved.
  • Utilizing entrepreneurial skills to build strong relationships both internally and externally with clients.
  • 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, assisting associates in achieving their professional goals.
Qualifications

Successful candidates will possess:

  • An undergraduate degree in Accounting or a related field.
  • CPA, MST, or JD/LLM credentials.
  • A minimum of eight (8) years of experience in tax return review and planning for wealthy individuals, their family members, and trusts, investment entities, and private businesses, with strong expertise in personal taxation, trust taxation, estate & gift taxation, and charitable taxation, including exposure to flow-through entities, partnership taxation, and corporate taxation.
  • At least two (2) years of supervisory experience, including mentoring and counseling associates.
  • The ability to lead and supervise others, provide exceptional client service, and demonstrate a commitment to continuous learning to stay current with applicable strategies.
  • Eligibility to work in the U.S. without sponsorship is highly preferred.
Additional Information

For specific states, the compensation range for this role is $119,070 to $252,370. Actual compensation is influenced by various factors including skills, experience, qualifications, and geographic location.

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