Tax Manager - Private Wealth

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.

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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 aiapply.co. Ref. job code QIAY-W.

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