Senior Tax Manager

2 weeks ago

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

Baker Tilly US, LLP is a prominent advisory CPA firm that offers clients a significant advantage across major regions in the U.S. and in leading financial hubs worldwide. As an independent member of Baker Tilly International, we are part of a global network comprising 145 territories and 41,000 professionals, generating a combined revenue of $4.7 billion.

We encourage you to discuss the specifics of the work location with our talent acquisition team to understand the requirements for the opportunity you are considering.

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 any other legally protected basis, in compliance 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.

Key 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 within the Bay area tax practice. This role focuses on private wealth, flow-through entities, real estate partnerships, family limited partnerships, and other related areas. We offer substantial career advancement opportunities.

Our Bay area tax practice is adept at addressing the unique challenges faced by affluent individuals and privately held business owners, including 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, gift tax, succession planning, valuation, and international tax.

This role will be fulfilling if you:

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

Your Contributions Will Include:

  • Delivering compliance and consulting services to high-net-worth individuals, affluent families, family offices, and their associated 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 and developments and applying them to complex scenarios.
  • Assisting in managing client engagement staffing, billing, collections, and ensuring client profitability targets are achieved.
  • Utilizing entrepreneurial skills to foster strong relationships both internally and externally with clients.
  • Investing in your professional development through individual initiatives and participation in firm-wide learning programs.
  • Supporting the growth and development of team members through the Baker Tilly Care and Teach philosophy, aiding associates in achieving their professional goals.
Qualifications

Ideal 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 families, and associated trusts, investment entities, and private businesses, with a strong focus on personal taxation, trust taxation, estate and gift taxation, and charitable 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 remain current with applicable strategies.
  • Eligibility to work in the U.S. without sponsorship is highly preferred.
Compensation Information

For California, Colorado, New York, and Washington: 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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