Job Description:ResponsibilitiesHave you seen the headlines that Moss Adams and Baker Tilly have merged to form the #6 public accounting and advisory firm in the US, and are continuing to grow? Would you like to bolster your own career while growing along with us?
Join Baker Tilly as a Tax Manager in Private Wealth specializing in Trust and Estate for our SoCal region! This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance 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 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 trust and estate tax within the private wealth sector, specifically in trust and estate, further 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:
- Be a trusted member of the team providing various tax, accounting and advisory services to individuals and small business clients, specifically with trust and estate tax
- Oversee and provide services pertaining to accounting, bookkeeping and prepared or compiled financials
- Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with client to discuss accounting and business matters
- Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate
- Lead and plan client engagements, and continuously evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of internal control issues
- Provide recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectives
- Manage and build client relationships, act as liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to client
- Effectively delegate and oversee the work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations for delivery
- Maintain current knowledge of local, state, and federal tax practices and laws
- 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 and the community
- 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
- Enjoy friendships, social activities and team outings that encourage a work-life balance
Minimum Qualifications:
- Five (5) years of experience
Preferred Qualifications:
- Bachelor's, master's, or advanced degree in accounting
- Five (5)+ years of experience providing tax compliance and consulting services in a public accounting firm
- Experience with private wealth tax and consulting, particularly with trust and estate tax
- Two (2)+ years of supervisory experience, mentoring and counseling associates
- 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
#LI-KA1 #hybrid
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.
In Irvine, CA: pay rate range is $103,500 to $154,500.
In Los Angeles, CA: pay rate range is $103,500 to $145,710.
In Woodland Hills, CA: pay rate range is $103,500 to $145,710.
In San Diego, CA: pay rate range is $99,000 to $147,800.
