Tax Manager - Private Wealth
$141.77k - $199.64kBaker Tilly International
- # Tax Manager - Private WealthApply: USA CA San Francisco 50 Fremont St: Full time: Posted Today: JR108395# **Overview**Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.*Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration 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 federal, state or local law.**Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (\"search firm\") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.*# **Job Description:****EMPLOYER:** Baker Tilly Advisory Group, LP **JOB TITLE:** Tax Manager – Private Wealth **LOCATION:** San Francisco, CA (hybrid role, may work from home.) **DUTIES:** Responsible for the coordination, oversight, and delivery of technical work on client engagements involving complex accounting and tax consulting matters. Provide strategic tax guidance for planning to minimize client liabilities while complying with local, state, federal, and international laws. Define the scope of tax compliance and planning engagements by analyzing federal/state tax provisions and identifying required tax returns, tax elections & disclosures, and critical tax accounting methods for adjustment of taxable income applicable to middle-market and multinational companies, high-net worth individuals, trusts, & estates. Design tax engagement processes, establishing adequate personnel and technology resources and time budgets. Prepare fee estimates & budgets for project terms and client approval. Provide input for the assignment and scheduling of tax associates for tax engagements. Escalate critical tax issues identified during the engagement to subject matter experts or tax partners, including international tax, state & local, M&A, or special accounting method issues. Monitor tax engagements, lead internal team meetings, resolve scheduling conflicts, and ensure client support. Review completeness of individual and business income tax returns (inclusive of Forms 1040, 1040-NR, 1120, 1120-F, 1120-S, 1065, etc.) before submission to tax partners and directors for final review & quality control. Identify complex tax issues involving taxability of specific transactions, timing of deductions, applicability of anti-avoidance rules and newly implemented regulations. Delegate tax research assignments to senior tax associates. Draft recommendations involving complex topics including federal, international, & state taxation. Report to tax partners on tax planning opportunities to improve clients’ tax processes or efficiency through changes to organizational structure or transaction flows, and on areas of tax risk identified during tax engagements, including uncertain tax positions subject to challenge by tax authorities; propose follow-up actions. Coordinate client meetings to plan tax compliance & tax planning projects. Lead or supervise communication with individual & business clients on day-to-day tax matters. Perform internal review of engagement economics and provide input for client billing. Identify tax training requirements, design and coordinate tax training courses for tax associates. Provide coaching and professional development guidance to associates. Assist with business development initiatives, including networking activities, industry & service-line conferences & trade-shows, target identification, proposal development. Use Microsoft Office Suite, Teams, CCH Axcess, & CaseWare. **REQUIREMENTS:** Bachelor’s or foreign equivalent degree in Accounting, Business Taxation, Law, or a related field, and 5 years of progressive, post-baccalaureate experience in the job offered or as an Accountant, Tax Advisor/Associate, or in a related/similar position. Experience therein to include 5 years in providing federal and multi-state tax compliance and advisory services to corporations and individuals; and 2 years of supervising or mentoring experience. Also requires a CPA license. Hybrid role, ability to work from home. **RATE OF PAY:** $141,773 to $199,640 per year. **CONTACT:** To apply, please email resume to View email address on click.appcast.io. Ref. job code QIAY-W.
- J-18808-Ljbffr Baker Tilly International
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Tax Manager - Private Wealth in San Francisco, CA vacancy
$141.15k - $288.38k
...a part of the largest growth area in the tax industry? Do you have experience serving... ...exciting opportunity for you as a Tax Senior Manager on our growing team! Work You’ll Do As a... ...of the industry, including hedge funds, private equity, investment partnerships,...PrivateWork at officeLocal areaDeloitte
San Francisco, CA3 days ago$100.35k - $205k
Position Summary Are you a trusted tax leader who enjoys solving complex... ...held businesses? If so, Deloitte’s growing Private Wealth practice may be the right fit for you.Recruiting... ...on May 31, 2027Work You’ll DoAs a Tax Manager in our Private Wealth Tax practice, you’...PrivatePrivate practiceWork at officeLocal areaVisa sponsorshipDeloitte
San Francisco, CA2 days ago$100.35k - $205k
...Are you a strategic and creative federal tax professional with experience serving real... ...estate owners, operators, and investment managers? Do you bring strong knowledge of Subchapter... ...services to REITs, real estate private equity funds, joint ventures, and operating...PrivateWork at officeLocal areaVisa sponsorship2 days per week3 days per weekDeloitte
San Francisco, CA2 days ago$133.1k - $295.67k
...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...the tax aspects of multinational global private equity real estate investments, including... ...engagement process and other risk management activities; lead teams of tax professionals...PrivateLocal areaKPMG
San Francisco, CA2 days ago- ...currently seeking a to join our Business Tax Services practice. Responsibilities:... ...the tax aspects of multinational global private equity real estate investments, including... ...Oversee engagement process and other risk management activities; lead teams of tax professionals...PrivateLocal area
KPMG
San Francisco, CA3 days ago - Job Summary:The Senior Tax Manager is responsible for providing tax and consulting services... ...personal income, estate and gift tax and wealth retention strategies, as well as taxation... ...experience and/or public accounting, private industry accounting or consulting/professional...PrivateWork at office
BDO International
San Francisco, CA2 days ago $150k - $200k
...that’s the Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of... ...tax, R&D Tax Credit, as well as International and Private Client services.As a Financial Services Tax Manager based out of our Boca Raton, Boston, Orlando, Los Angeles...PrivateFull timeWork at officeLocal areaWithum Smith+Brown
San Francisco, CA1 day ago$99k - $266k
...SectorNot ApplicableSpecialismEntrepreneurial & Private Business (EPB) - GeneralManagement... ...Description & SummaryAt PwC, our people in tax services focus on providing advice and... ...leveraging team member’s unique strengths, and managing performance to deliver on client...PrivateFull timeContract workH1bPwC
San Francisco, CA5 days ago$124k - $335k
...SectorNot ApplicableSpecialismEntrepreneurial & Private Business (EPB) - GeneralManagement... ...business advisory needs such as audit, tax compliance, and planning to help improve... ...the team focus on key issues like wealth management, compliance, cash flow management, equity...PrivateFull timeH1bPwC
San Francisco, CA5 days ago$133.5k - $268.4k
...national Mergers and Acquisitions (M&A) Tax group is an advisory practice with significant... ...advancement opportunities. We advise private equity firms, family offices, privately held... ...is looking for a dynamic M&A Federal Tax Manager to join our national Mergers and...PrivateFull timeWork experience placementInternshipWork at officeLocal areaRSM International
San Francisco, CA1 day ago$95.4k - $180.4k
...that’s why there’s nowhere like RSM.Our Private Equity Portfolio Company practice serves... ...the opportunity to join the Partnership Tax team, a high-performing, high-growth team... ...offerings.RSM is looking for a dynamic Tax Manager to join our growing tax team. In your important...PrivateFull timeWork experience placementInternshipPrivate practiceLocal areaRSM International
San Francisco, CA5 days ago$115k - $210k
...requires hands-on involvement in reviewing tax returns and working directly with staff,... ...a broad spectrum of securities funds, private-equity and venture capital firms, real estate... ...to staff, partners, and clients Manage, supervise, and mentor staff, including mentoring...PrivateNavolio & Tallman LLP
San Francisco, CA4 days ago$99k - $266k
...Description & SummaryAt PwC, our people in tax services focus on providing advice and... ...leveraging team member’s unique strengths, and managing performance to deliver on client... ...preferred- Broad knowledge in corporate M&A and private equity- Proficiency in tax consulting and...PrivateFull timeH1bPwC
San Francisco, CA5 days ago$190k - $220k
...A sophisticated tax, accounting, and advisory practice is adding a Senior Tax Manager after another year of organic growth. This is a fully remote opportunity... ...specializes in family offices and real estate private equity sponsors , with significant exposure to...PrivateWork at officeLocal areaRemote workFlexible hoursTalnt
San Francisco, CA5 days ago- Job Summary:As a team member in our Alternative Investments practice, the Tax Senior Manager will assist in providing tax compliance & consulting services to BDO’s Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.Job Duties:Tax Compliance:Ensures both...PrivateWork at office
BDO International
San Francisco, CA4 days ago $125k - $201.9k
...The FirmUnlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen... ...for a variety of clients, including private equity, venture capital, real estate,... ...of funds, hedge funds and family offices. Managers can expect to:Conduct primary and secondary...PrivateFull timeWork experience placementH1bLocal areaWork visaAndersen Tax
San Francisco, CA1 day ago$160k - $253.9k
...The FirmUnlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen... ...the story of your success!The RoleSenior Managers in our Alternative Investment Funds... ...for a variety of clients, including private equity, venture capital, real estate, fund...PrivateFull timeWork experience placementH1bLocal areaWork visaAndersen Tax
San Francisco, CA1 day ago$149.8k - $301.4k
...fringe benefits and other payroll-related tax issues. Members of the team follow firm... ...or written meansEffective project management skills, including the ability to manage... ...ownership structures including publicly and privately owned companies, private equity, family...PrivateFull timeWork experience placementInternshipWork at officeLocal areaRSM International
San Francisco, CA17 hours ago- ...Description Elevate your career to new heights as a Senior U.S Tax Senior Manager at our client's Big 4 prestigious accountancy firm in the... ...background in Financial Services, with expertise in private equity and/or hedge funds is required Education and Experience...PrivateFull timeWork experience placementRelocation package
$110k - $170k
Tax Manager - San Francisco, CA Top 15 National CPA & Advisory Firm is hiring a Tax Manager to join our Financial Services team. This hybrid... ...in-office/week) offers the opportunity to work with leading private equity, venture capital, hedge funds, and other alternative...PrivateWork at officeFlexible hours3 days per week$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding clients through complex tax regulations...Full timeH1bPwC
San Francisco, CA3 days ago$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping...Full timeH1bPwC
San Francisco, CA1 day ago$150k
...SectorNot ApplicableSpecialismEntrepreneurial & Private Business (EPB) - GeneralManagement... ...business advisory needs such as audit, tax compliance, and planning to help improve... ...the team focus on key issues like wealth management, compliance, cash flow management, equity...PrivateFull timeH1bPwC
San Francisco, CA5 days ago$110k - $210k
...that’s the Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of... ...tax, R&D Tax Credit, as well as International and Private Client services. As a Trust and Estate Tax Manager based out any of our office locations, you'll work...Full timeWork at officeLocal areaRemote workWithum Smith+Brown
San Francisco, CA1 day ago$173k - $231.87k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage... ...along with us.Consider joining Baker Tilly (BT) as a Tax Senior Manager focused on Real Estate for the San Francisco area! This is a...Full timeLocal areaWorldwideBaker Tilly
San Francisco, CA1 day ago- ...entrepreneurial, growth-focused accounting, tax, and advisory firms. Our mission is to... ...Carolina is seeking an experienced Tax Manager/Director with a focus on corporate/business... ...compliance services to C-Corporations, private equity-backed portfolio companies, and middle...PrivateLocal areaRemote work
Elevate Services
Oakland, CA14 hours ago - ...led us to expand to different markets and we are in need of a Tax Manager to be at the center of our business needs in the Pacifica, CA... ...years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services...PrivateWork at office
Boos and Associates A Professional Corporation
Pacifica, CA1 day ago - ...Company Description Farkas Tax Advisors Inc. is a specialized tax advisory firm dedicated to providing comprehensive tax planning,... ...success and employee growth. Role Description The Senior Tax Manager is a full-time, work-from-home role. This position leads and oversees...Full timeLocal areaWork from home
Farkas Tax Advisors Inc.
San Francisco, CA14 hours ago $250k
...Francisco, California, United StatesSalary: $250 000,00 - $500 000,00Category: Private Client Product Services, Executive, WealthCompany: CitiThe Investment Counselor Grp Mgr is accountable for management of complex/critical/large professional disciplinary areas. Leads and...PrivateFull timeTemporary workCitigroup
San Francisco, CA4 days ago- ...candidates in the listed location(s) are encouraged for this role, candidates in other locations will be considered.The Payroll Tax Manager will be our internal subject matter expert on all things payroll tax, advising payroll, equity, HR, and accounting teams on legislative...Local areaWorldwide
DataBricks
San Francisco, CA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Manager - Private Wealth. Be the first to apply!
Related searches
- tax manager San Francisco, CA
- state tax manager San Francisco, CA
- sr tax manager San Francisco, CA
- tax manager public accounting San Francisco, CA
- indirect tax manager San Francisco, CA
- hedge fund private equity tax manager San Francisco, CA
- senior international tax manager San Francisco, CA
- transfer pricing tax manager San Francisco, CA
- tax director San Francisco, CA
- senior tax director San Francisco, CA