Tax Manager, Private Client Services/Private Wealth

Sunnyvale, CA, USA|Onsite

Job Overview

Employment Type

Full-time

Compensation

Hourly

Range $15.25 - $20.00

Work Schedule

Flexible

Benefits

Health Insurance

Dental Insurance

Paid Time Off

Retirement Plan

Professional Development

flexible schedule

Team outings

Job Description

Baker Tilly is a prominent advisory, tax, and assurance firm that operates extensively across the United States with a significant presence in major financial centers including New York, London, San Francisco, Los Angeles, Chicago, and Boston. As part of Baker Tilly International, a global network of independent accounting and business advisory firms, Baker Tilly employs over 43,000 professionals worldwide and reports combined revenue of $5.2 billion. This expansive reach allows Baker Tilly to provide its clients with deep market insights and resources both locally and globally, ensuring tailored and effective advisory services. The firm comprises Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, with the latter being a licensed independent CPA firm offering attest services while the former provides tax and business advisory services through an alternative practice structure. Baker Tilly maintains a strong commitment to diversity, equity, and inclusion, adhering to equal opportunity principles to foster a workplace free from discrimination in all aspects of employment.

The opportunity available is for a Tax Manager position within the Private Client Services/Private Wealth team located in Northern California. This role offers a unique chance to work alongside firm leadership as a trusted advisor delivering tax and business advisory services and tax compliance support to small business clients. As a Tax Manager, the successful candidate will play a pivotal role in the growth and success of the firm by mentoring and coaching a talented team, helping to develop their technical and professional skills, and providing expert advice to clients. This position suits individuals who thrive on career development, desire to provide creative solutions to complex tax and business challenges, and seek to work in a collaborative and supportive firm culture that values transparency and employee autonomy. Baker Tilly provides flexibility in work schedules and locations, emphasizing work-life balance through innovative programs such as My Time Off, My Development, and Dress for Your Day.

Tax Managers at Baker Tilly are expected to deliver exceptional client service, lead client engagements from start to finish, identify opportunities for internal control improvements, and drive business growth through networking and relationship building. They will oversee accounting, bookkeeping, and compilation of financial statements while maintaining thorough knowledge of current tax laws and regulations. The firm encourages continuous professional growth and offers upward career pathways, supported by firm-wide learning and development programs. Benefits include comprehensive compensation, with salary ranges from $91,220 to $172,990 nationally and $112,500 to $172,950 in California, reflecting individual qualifications and experience. This role represents a compelling opportunity to join one of the fastest growing accounting firms with a strong foundation and future-forward vision.

Job Requirements

Bachelor's degree in accounting or related major
Licensed CPA, EA, or JD required
Five or more years of experience in individual and flow-through accounting and advisory services
Two or more years supervisory experience
Strong management and communication skills
Commitment to continuous learning
Ability to lead and supervise team members
High proficiency in software and Microsoft Office
Eligibility to work in the U.S. without sponsorship preferred
Experience in private wealth/high net wealth industry preferred

Job Qualifications

Bachelor's degree in accounting or related major
Master's or advanced degree desirable
Licensed CPA, EA, or JD required
Five or more years of experience providing individual and flow-through accounting and advisory services in a professional services firm
Two or more 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, see the big picture as well as details, exhibit appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and timely completion of projects
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
Private wealth/high net wealth industry experience preferred

Job Duties

Be a trusted member of the team providing various tax, accounting and advisory services to small business clients
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