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

8-8 yrs required

Full-time

No

The salary range for this role reflects the midpoint and range for each location.

Baker Tilly US, LLP is a leading advisory, tax and assurance CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the US and in many of the world’s leading financial centers. With a strong culture of growth, collaboration and innovation, we offer a dynamic, fast-paced work environment and many opportunities for career growth.



# Tax Senior Manager - Private Wealth, Flow-Throughs, Partnerships, Entities

Are you an experienced Tax Professional looking for an opportunity to manage and grow your career? Baker Tilly US, LLP is a leading 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. We are currently seeking a Tax Senior Manager to join our growing San Francisco office for the Bay area tax practice.

## Responsibilities

As a Tax Senior Manager, you will be responsible for providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities, partnerships, and flow-throughs. You will also be responsible for leading multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax. Additionally, you will be responsible for building on technical competence by keeping up-to-date on trends, developments and technical authorities and applying them to complex situations.

## Qualifications

Successful candidates for this role will have an undergraduate degree in Accounting or related field, CPA, MST or JD/LLM, and eight (8) + year(s) of experience in tax return review and planning for wealthy individuals, family members and their trusts, investment entities, and private businesses. This includes 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 filer. Two (2)+ year(s) of supervisory experience, mentoring and counseling associates is desired.

## Compensation

The compensation range for this role is $119,070 to $252,370. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. The salary range for this role reflects the midpoint and range for each location.


## Join Us

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.

If you are an experienced Tax Professional looking to join a leading CPA firm, we invite you to apply to our Tax Senior Manager role.


## Summary

Baker Tilly US, LLP is a leading advisory, tax and assurance CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the US and in many of the world’s leading financial centers. We are currently seeking a Tax Senior Manager to join our growing San Francisco office for the Bay area tax practice. As a Tax Senior Manager, you will be responsible for providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities, partnerships, and flow-throughs. Successful candidates will have an undergraduate degree in Accounting or related field, CPA, MST or JD/LLM, and eight (8) + year(s) of experience in tax return review and planning for wealthy individuals, family members and their trusts, investment entities, and private businesses. The compensation range for this role is $119,070 to $252,370.

If you are an experienced Tax Professional looking to join a leading CPA firm, we invite you to apply to our Tax Senior Manager role.

Professional development, career growth opportunities

CPA, MST or JD/LLM; tax return review and planning for wealthy individuals, family members and their trusts, investment entities, and private businesses

An undergraduate degree in Accounting or related field

Apply on the Baker Tilly website

Qualification and Experience An undergraduate degree in Accounting or related field; CPA, MST or JD/LLM

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