Talent.com
Sr Manager, Private Wealth Tax

Sr Manager, Private Wealth Tax

Baker TillySan Francisco, CA, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Senior Manager, Private Wealth Tax

Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Senior Manager, Private Wealth Tax to join our growing High Net Worth Tax practice!

Our Private Wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners. 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.

You will enjoy this role if :

  • You like being your client's personal advisor and collaborating with their other advisors such as, attorneys, bankers and investment advisors to create an integrated, holistic approach to managing and enhancing their wealth at all stages of their lives.
  • You crave a leadership opportunity with a well-established high net wealth practice that continues to achieve tremendous growth.
  • You want to be part of a firm that is invested in your success by providing the resources and support to continually sharpen your technical skills and build your career now, for tomorrow.

What you'll do :

  • Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and / or investment entities :
  • 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 your entrepreneurial skills to network and build strong relationships internally and externally with clients.
  • 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.
  • Qualifications

    Successful candidates will have :

  • An undergraduate degree in Accounting or related field required.
  • CPA, EA, 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 U.S., without sponsorship, highly preferred.
  • The compensation range for this role is $122,300 to $231,870. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

    serp_jobs.job_alerts.create_a_job

    Tax Manager Manager • San Francisco, CA, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Senior Tax Professional - 2+ Yrs Paid Tax Experience Required

    Senior Tax Professional - 2+ Yrs Paid Tax Experience Required

    IntuitRODEO, California, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Tax Manager

    Tax Manager

    CyberCodersMountain View, CA, US
    serp_jobs.job_card.full_time
    Hybrid in Mountain View, CA or Austin, TX (2-3 Days in office).Active CPA license, must have 5-8+ Years of Public Accounting Experience / Family Office Experience, 1-2+ Years of Tax Management Experi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Novato, CA

    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Novato, CA

    AlliedTravelCareersNovato, CA, US
    serp_jobs.job_card.full_time
    AlliedTravelCareers is working with CompHealth to find a qualified Physical Therapist (PT) in Novato, California, 94945!. CompHealth services are always free to you.Let us do the heavy lifting and h...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Senior Tax Accountant - 2+ Yrs Paid Tax Experience Required

    Senior Tax Accountant - 2+ Yrs Paid Tax Experience Required

    IntuitRODEO, California, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Tax Manager

    Tax Manager

    JobotWalnut Creek, CA, US
    serp_jobs.job_card.permanent
    Tax Manager / CPA / HYBRID / BONUS.This Jobot Job is hosted by : Christopher Mildyn.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary : $115,...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Travel Physical Therapist (PT) - $2,294 to $2,494 per week in Novato, CA

    Travel Physical Therapist (PT) - $2,294 to $2,494 per week in Novato, CA

    AlliedTravelCareersNovato, CA, US
    serp_jobs.job_card.full_time
    AlliedTravelCareers is working with Ventura MedStaff to find a qualified Physical Therapist (PT) in Novato, California, 94947!. Are you ready to take your Travel career to the next level? See place...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data AnnotationSan Rafael, California
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Remote Finance Director - AI Trainer

    Remote Finance Director - AI Trainer

    Data AnnotationSan Rafael, California
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Private Wealth Tax Manager

    Private Wealth Tax Manager

    Baker Tilly Advisory Group, LPUSA, California, San Francisco
    serp_jobs.job_card.full_time
    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. New York, London, San Francisco, Los Angele...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Sr. Manager, Indirect Tax

    Sr. Manager, Indirect Tax

    Databricks Inc.Mountain View, CA, United States
    serp_jobs.job_card.full_time
    Databricks is looking for a Senior Manager, Indirect Tax, to join our Finance organization.This person will lead the planning function of the tax department and improve the quality and accuracy of ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Senior / Manager / Senior Manager / Director Asset Management

    Tax Senior / Manager / Senior Manager / Director Asset Management

    Catalyst LabsSunnyvale, CA, United States
    serp_jobs.job_card.full_time
    We are seeking experienced tax professionals from Associate up to Manager, Senior Manager, or Director level to join our big 4 client’s growing Tax team serving clients in the asset management and ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Partner - High Net Worth - Private Client Services

    Tax Partner - High Net Worth - Private Client Services

    RSMSan Francisco, CA, US
    serp_jobs.job_card.full_time
    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their ful...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior / Staff Tax Accountant

    Senior / Staff Tax Accountant

    BHLF LLPWalnut Creek, CA, US
    serp_jobs.job_card.full_time +1
    Are you looking for a new opportunity in public accounting, or just contemplating a change in your career? Advance your career with BHLF LLP, a CPA firm based in the San Francisco Bay Area.We are s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Corporate Tax Senior Manager, San Francisco

    Corporate Tax Senior Manager, San Francisco

    International Staffing ConsultantsSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Corporate Tax Senior Manager position with Public Accounting Firm in San Francisco, CA.Must currently be working as a Corporate Tax Manager or Corporate Tax Senior Manager with a Public Accounting ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Licensed Mental Health Therapist (LMFT, LCSW, LPCC) - Moss Beach, CA

    Licensed Mental Health Therapist (LMFT, LCSW, LPCC) - Moss Beach, CA

    LifeStance HealthMoss Beach, CA, US
    serp_jobs.job_card.full_time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Senior Associate, Private Wealth Tax

    Senior Associate, Private Wealth Tax

    Baker Tilly Advisory Group, LPUSA, California, San Jose
    serp_jobs.job_card.full_time
    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. New York, London, San Francisco, Los Angele...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Sr. Contract Associate, R&D Business Operations

    Sr. Contract Associate, R&D Business Operations

    BioMarin PharmaceuticalSan Rafael, CA, United States
    serp_jobs.job_card.full_time
    Contract Associate, R&D Business Operations at BioMarin Pharmaceutical summary : .Contract Associate in R&D Business Operations at BioMarin manages the full vendor contracting lifecycle including bid...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Customs and Border Protection Officer

    Customs and Border Protection Officer

    U.S. Customs and Border ProtectionMontara, CA, United States
    serp_jobs.job_card.full_time
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Sr Manager, Private Wealth Tax

    Sr Manager, Private Wealth Tax

    Baker Tilly Advisory Group, LPUSA, California, San Jose
    serp_jobs.job_card.full_time
    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. New York, London, San Francisco, Los Angele...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Associate, Private Wealth Tax

    Senior Associate, Private Wealth Tax

    Baker TillySan Francisco, CA, US
    serp_jobs.job_card.full_time
    Private Wealth Senior Tax Associate.Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Private Wealth Senior Tax Associate!.Our Pri...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days