Tax Manager - Private Wealth at Baker Tilly in San Francisco, CA

Job description

Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: EMPLOYER: Baker Tilly Advisory Group, LP JOB TITLE: Tax Manager – Private Wealth LOCATION: San Francisco, CA (hybrid role, may work from home.) DUTIES: Responsible for the coordination, oversight, and delivery of technical work on client engagements involving complex accounting and tax consulting matters. Provide strategic tax guidance for planning to minimize client liabilities while complying with local, state, federal, and international laws. Define the scope of tax compliance and planning engagements by analyzing federal/state tax provisions and identifying required tax returns, tax elections & disclosures, and critical tax accounting methods for adjustment of taxable income applicable to middle-market and multinational companies, high-net worth individuals, trusts, & estates. Design tax engagement processes, establishing adequate personnel and technology resources and time budgets. Prepare fee estimates & budgets for project terms and client approval. Provide input for the assignment and scheduling of tax associates for tax engagements. Escalate critical tax issues identified during the engagement to subject matter experts or tax partners, including international tax, state & local, M&A, or special accounting method issues. Monitor tax engagements, lead internal team meetings, resolve scheduling conflicts, and ensure client support. Review completeness of individual and business income tax returns (inclusive of Forms 1040, 1040-NR, 1120, 1120-F, 1120-S, 1065, etc.) before submission to tax partners and directors for final review & quality control. Identify complex tax issues involving taxability of specific transactions, timing of deductions, applicability of ant