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

8-8 yrs required

Full-time

No

For all other states: The compensation range for this role is $105,000 to $220,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.


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

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 – New York, London, San Francisco, Los Angeles and Chicago.

Baker Tilly has an incredible career opportunity for a Tax Senior Manager to join our growing San Francisco office for the Bay area tax practice, specializing in private wealth, flow-throughts, real estate partnerships, family limited partnerhsips, and some entities. We have tremendous career growth opportunity!

## Responsibilities

Our Bay area tax practice recognizes the unique challenges of wealthy individuals and privately held business owners, as well as partnerships and flow-throughs. We help company executives, business owners, affluent families and family offices, estates, and trusts in managing, preserving and transitioning wealth. Our consulting professionals provide comprehensive strategic income, trust, estate and gift tax, succession planning, valuation and international tax services.

- Provide 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
- Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns
- Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax
- Advise and make recommendations to clients on business succession planning
- Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations
- Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met
- Utilize entrepreneurial skills to network and build strong relationships internally and externally with clients
- Invest in 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

## Qualifications

Successful candidates will have:

- An undergraduate degree in Accounting or related field required
- CPA, MST or JD/LLM required
- Eight (8) + year(s) 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 desired
- 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.
- Eligibility to work in the ., without sponsorship, highly preferred

## Additional Information

For California, Colorado, New York and Washington: 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.

For all other states: The compensation range for this role is $105,000 to $220,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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

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 – New York, London, San Francisco, Los Angeles and Chicago.

Baker Tilly has an incredible career opportunity for a Tax Senior Manager to join their growing San Francisco office for the Bay area tax practice, specializing in private wealth, flow-throughts, real estate partnerships, family limited partnerhsips, and some entities. This role offers tremendous career growth opportunity!

## Responsibilities

The Bay area tax practice at Baker Tilly recognizes the unique challenges of wealthy individuals and privately held business owners, as well as partnerships and flow-throughs. They help company executives, business owners, affluent families and family offices, estates, and trusts in managing, preserving and transitioning wealth. Their consulting professionals provide comprehensive strategic income, trust, estate and gift tax, succession planning, valuation and international tax services.

Responsibilities of the Tax Senior Manager include:

- Provide 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
- Perform technical

Professional development, Learning and development programs, Networking and building strong relationships

CPA, MST or JD/LLM required, Technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns, Proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax, Business succession planning, Up-to-date on trends, developments and technical authorities, Entrepreneurial skills to network and build strong relationships internally and externally with clients

Undergraduate degree in Accounting or related field required

Through our website or to Baker Tilly US, LLP, employee e-mail accounts

Qualification and Experience Undergraduate degree in Accounting or related field required, CPA, MST or JD/LLM required

Legal