Tax Senior Manager, High Net Wealth - San Francisco, CA, United States - Baker Tilly US, LLP

Description

S. and in many of the world's leading financial centers – New York, London, San Francisco, Los Angeles and Chicago.

Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

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Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a High Net Wealth Tax Senior Manager to join our growing Private Wealth 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 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.
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
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
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals

An undergraduate degree in Accounting or related field required

Eight (8) + year(s) e xperience 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

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.