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... Show More

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

Job Criteria

Experience

Expert Level (7+ years)

Job Location

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