Tax Manager - High-Net Worth

5-7 yrs required

Full-time

No

Baker Tilly US, LLP is an affirmative action/equal opportunity employer, committed to diversifying its workforce. It is the policy of Baker Tilly to provide equal employment opportunity to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law.

# Tax Manager - High-Net Worth - Bay Area

Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm providing clients with a genuine coast-to-coast and global advantage in major regions of the . and in many of the world’s leading financial centers. If you are looking for an opportunity to build your career in a specific industry, become an industry expert to the clients you serve, and work with a leading CPA advisory firm that serves middle market clients, then this could be the right opportunity for you!

As a Tax Manager, you will be a trusted business advisor delivering industry-focused tax advisory and compliance services to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm’s success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills.

## Responsibilities

As a Tax Manager, you will be responsible for the following:

* Serve as a valued tax business advisor, focusing on day to day tax matters with various clients ranging from middle market to multinational
* Consult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740
* Research various tax matters, respond to IRS and other tax authority inquiries, and make recommendations to the client for consideration
* Coordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas
* Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met
* Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
* Invest in your 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, helping associates meet their professional goals
* Enjoy friendships, social activities and team outings that encourage a work-life balance

## Qualifications

To be successful in this role, you will need the following qualifications:

*
* CPA or JD required
* Five (5)+ years’ experience providing federal tax compliance and consulting services in a professional services firm
* Two (2 )+ years’ of supervisory experience, mentoring and counseling associates
* Demonstrated management, analytical, organization, interpersonal, project management, communication skills
* Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
* Highly developed software and Microsoft Suite skills
* Eligibility to work in the . without sponsorship preferred

## Salary

The salary range for this role is $78,740 to $166,910. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

## Baker Tilly US, LLP

Baker Tilly US, LLP 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.

Many of Baker Tilly’s roles have the opportunity to work remotely. Please discuss with your talent acquisition professional to understand the requirements for an opportunity you are exploring.

If you are interested in joining one of the fastest growing public accounting firms, and further developing your career to become a true advisor for your clients, consider joining Baker Tilly (BT) as a Tax Manager with our Private Wealth/High Net Worth team! This is a great opportunity to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients’ and employees’ best interests in mind and are transparent in their decisions. Additionally, you will value your development and have the autonomy to own your schedule and career through structured programs like My Time Off, My Development, and Dress for Your Day.

If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done, and meaningful relationships with clients, teammates and leadership who truly care about you and your development

My Time Off, My Development and Dress for Your Day

CPA or JD, Five (5)+ years’ experience providing federal tax compliance and consulting services in a professional services firm, Two (2 )+ years’ of supervisory experience, mentoring and counseling associates

Bachelor's degree in accounting or law, or a similar degree in business, Masters or advanced degree desirable

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Qualification and Experience Bachelor's degree in accounting or law, or a similar degree in business, Masters or advanced degree desirable

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