5 years of experience in tax compliance and advisory services
2 years of supervisory experience mentoring associates
Preferred experience in Private Wealth/Private Client Services
Demonstrated project management and communication skills
Responsibilities
Assist with compliance and consulting services for high-net-worth clients
Perform complex tax returns including individual, partnership, and estate
Provide proactive tax planning and strategic consulting services
Engage in direct mentoring and coaching of team members
Build relationships with clients through networking and service
Support team members' professional growth and development
Foster a work-life balance through social activities and team outings
Benefits
Flexibility in work schedule and location
Autonomy in managing your own career trajectory
Social activities and team bonding opportunities
Commitment to personal development programs
Supportive work environment focused on employee well-being
Full Job Description
Job Description: Now that Baker Tilly and Moss Adams have combined to be the #6 public accounting and advisory firm in the nation, it's a great time to join Baker Tilly as we continue to grow.
Join Baker Tilly as a Tax Managerwith our Private Wealth/PCS team in NorCal! This is a great opportunity to be a valued advisor delivering tax compliance and business advisory services to individuals and small business 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 a coach to a group of talented staff, utilizing your experience to help develop their technical and professional skills. 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.
You'll enjoy this role if:
You are looking for an opportunity to expand your career in small business tax and accounting, becoming an expert to the clients you serve
You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
You want to work for a leading CPA advisory firm who serves their clients with their clients' and employees' best interests in mind and are transparent in their decisions
You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through programs (ask us about My Time Off, My Development and Dress for Your Day!)
You want to contribute to your engagement team's professional growth and enhance your own skills to build a career with opportunities now, for tomorrow
What you will do:
Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities:
Perform complex individual, partnership, S-corp, trust, estate, gift and state tax returns
Work on multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax
Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations
Learn and grow from direct and on the job coaching and mentoring along with participating in firm wide learning and development programs
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
Support the growth and development of team members
Enjoy friendships, social activities and team outings that encourage a work-life balance
Qualifications
Successful candidates will have:
4-year degree required
Master's or advanced degree preferred
CPA, Law License, or Enrolled Agent required
Five (5) years of experience providing tax compliance, accounting and advisory services in a professional services firm
Two (2) years of supervisory experience, mentoring and counseling associates
Prefer candidates with experience in Private Wealth/Private Client Services
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 U.S. without sponsorship preferred
The pay rate ranges for this position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant's skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees: Life at Baker Tilly | Baker Tilly The national pay rate range is: $91, 220 - $172, 990. In CA: pay rate range is: $112, 500 to $172, 950
