Senior Tax Manager (Private Wealth) at Jobot
San Francisco, CA 94105
About the Job
Opportunity to specialize in private wealth, flow-throughs, real estate partnerships, family limited partnerships! Tremendous career growth opportunity!
This Jobot Job is hosted by: Sarah Murphy
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $200,000 - $250,000 per year
A bit about us:
With 15 offices across the country; we are leading the way as the #1 ranked technology and finance advisory firm in the country! Recently published and recognized by Forbes, we are experiencing significant growth as our annual revenues are exceeding $5 Billion per year! Even better...our practice is built on the foundation that our people mean more to us than anything else! What that means for you, is that we expect you to enjoy a work-life balance that promotes personal health, well-being, and family life!
This is a great fit for someone looking to specialize in private wealth flow-throughs, real estate partnerships, and family limited partnerships.
Why join us?
Job Details
We recognize the unique challenges of wealthy individuals and privately held business owners, as well as partnerships and flow-throughs. 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 will enjoy this role if:
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.
You are very strong in accounting and compliance.
You want to be part of firm is invested in your success by providing the resources and support to continually sharpen your technical skills and build your career now, for tomorrow.
What you’ll do:
Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities, partnerships, and flow-throughs:
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
Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations
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
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
Qualifications
Successful candidates will have:
An undergraduate degree in Accounting or related field required
CPA, MST or JD/LLM required
Eight (8) + year(s) experience 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
Two (2)+ year(s) of supervisory experience, mentoring and counseling associates desired
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.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Sarah Murphy
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $200,000 - $250,000 per year
A bit about us:
With 15 offices across the country; we are leading the way as the #1 ranked technology and finance advisory firm in the country! Recently published and recognized by Forbes, we are experiencing significant growth as our annual revenues are exceeding $5 Billion per year! Even better...our practice is built on the foundation that our people mean more to us than anything else! What that means for you, is that we expect you to enjoy a work-life balance that promotes personal health, well-being, and family life!
This is a great fit for someone looking to specialize in private wealth flow-throughs, real estate partnerships, and family limited partnerships.
Why join us?
- Fitness reimbursement
- Summer Fridays off!
- Early departures & disconnect days once/month for a long weekend!
- Unlimited PTO
- Pet adoption fee coverage + Pet insurance
- Remote/Hybrid work options!
- Flexible schedules that work around your lifestyle!
Job Details
We recognize the unique challenges of wealthy individuals and privately held business owners, as well as partnerships and flow-throughs. 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 will enjoy this role if:
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.
You are very strong in accounting and compliance.
You want to be part of firm is invested in your success by providing the resources and support to continually sharpen your technical skills and build your career now, for tomorrow.
What you’ll do:
Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities, partnerships, and flow-throughs:
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
Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations
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
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
Qualifications
Successful candidates will have:
An undergraduate degree in Accounting or related field required
CPA, MST or JD/LLM required
Eight (8) + year(s) experience 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
Two (2)+ year(s) of supervisory experience, mentoring and counseling associates desired
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.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
200,000 - 250,000 /year