Tax Manager, Private Wealth

Overview Baker Tilly invites you to join our Private Wealth/High Net Worth team in Northern California as a Tax Manager. In this role, you will provide tax and business advisory services to high‑net‑worth individuals, multi‑generational affluent families, family offices, and their private businesses. You will work side‑by‑side with firm leadership to serve clients, build the business, mentor staff, and drive the firm’s success. Responsibilities Prepare and review complex individual, partnership, S‑corp, trust, estate, gift, and state tax returns. Deliver proactive tax planning and strategic consulting, including federal estate, gift, charitable, and generation‑skipping tax planning. Provide compliance and consulting services to private businesses and investment entities. Stay current on tax trends, developments, and technical authorities; apply them to complex client situations. Mentor and develop staff, providing coaching and direct feedback. Build and maintain strong relationships with clients and internal stakeholders. Support engagement team growth and contribute to firm‑wide learning and development initiatives. Qualifications 4‑year degree and CPA, law license, or enrolled agent certification. At least five (5) years of federal and state tax compliance, accounting, and advisory experience in a professional services firm. Two (2) years of supervisory experience, including mentoring and counseling associates. Demonstrated management, analytical, organizational, interpersonal, project management, and communication skills. Strong technical competence with ability to lead and supervise, provide exceptional client service, and maintain ethical standards. Proficiency with Microsoft Office and other relevant software. Eligibility to work in the U.S. without sponsorship preferred. Benefits Competitive compensation: national range $91,220 – $172,990; California range $112,500 – $172,950. Comprehensive benefits package, including health, dental, vision, retirement, and flexible work arrangements. Professional development programs (e.g., My Development, My Time Off, Dress for Your Day). Opportunity for upward career trajectory and leadership. 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, veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state, or local law. #J-18808-Ljbffr Baker Tilly Advisory Group, LP