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Tax Director, Private Wealth
Tax Director, Private WealthBaker Tilly • San Francisco, CA, US
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Tax Director, Private Wealth

Tax Director, Private Wealth

Baker Tilly • San Francisco, CA, US
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  • [job_card.full_time]
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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 :

  • 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
  • Five (5)+ years' of supervisory experience, mentoring and counseling associates
  • 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 $229,510 to $435,120. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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