Tax Senior Manager - private wealth, flow-throughs, partnerships, entities

$122,300 - $264,990/Yr

Baker Tilly Advisory Group, LP - San Francisco, CA

Full-time - Senior

San Francisco, CA

10,001+ employees

About the position

Baker Tilly is seeking a Tax Senior Manager for its San Francisco office, focusing on private wealth and tax advisory services for high-net-worth individuals and families. This role involves providing compliance and consulting services, leading engagements, and advising clients on tax planning and wealth management strategies. The position offers significant career growth opportunities within a well-established practice that emphasizes collaboration and client relationships.

Responsibilities

• Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses.
• Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax returns.
• Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning, and generation skipping tax.
• Advise and make recommendations to clients on business succession planning.
• 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 entrepreneurial skills to network and build strong relationships internally and externally with clients.
• Invest in 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.

Requirements

• An undergraduate degree in Accounting or related field required.
• CPA, EA, MST or JD/LLM required.
• Eight (8) + years of experience in tax return review and planning for wealthy individuals, family members and their trusts, investment entities, and private businesses.
• Strong experience in personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow-through entities, partnership taxation, and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers.
• Two (2) + years of supervisory experience, mentoring and counseling associates desired.
• Ability to lead and supervise others, provide exceptional client service, and demonstrate commitment to continuous learning.

Nice-to-haves

• Eligibility to work in the U.S. without sponsorship is highly preferred.

Benefits

• Competitive compensation range of $122,300 to $264,990 based on skills, experience, qualifications, and geographic location.