Tax Manager (Trust and Estate)

Location: Hybrid position in San Diego, California, United States

Salary: $99,000–$147,800 annual pay rate in San Diego, California.

Company

Baker Tilly is a public accounting and advisory firm providing tax, assurance, accounting, and business advisory services across the United States and internationally.

What you will do

• Provide trust and estate tax, accounting, bookkeeping, financial statement, and advisory services to individuals and small business clients.
• Lead and plan client engagements, review accounting records and reporting, and advise clients on accounting and business matters.
• Build and manage client relationships, resolve issues, identify additional services, and deliver responsive, accurate client service.
• Evaluate processes, identify internal control issues, and recommend operational and business improvements.
• Delegate work, manage deadlines, staffing, billing, collections, and engagement profitability.
• Coach and develop team members while maintaining current knowledge of local, state, and federal tax laws.

Requirements

• Four-year degree.
• CPA, law license, or Enrolled Agent credential.
• At least five years of professional experience, preferably in tax compliance and consulting at a public accounting firm.
• Experience in private wealth tax and consulting, particularly trust and estate tax.
• At least two years of supervisory, mentoring, and counseling experience.
• Eligibility to work in the United States without sponsorship is required.

Nice to have

• Bachelor’s, master’s, or advanced degree in accounting.
• Strong management, analytical, organizational, interpersonal, project management, and communication skills.
• Highly developed software and Microsoft Suite skills.

Culture & Benefits

• Autonomy to manage schedules and career development through programs such as My Time Off, My Development, and Dress for Your Day.
• Firm-wide learning and development programs.
• Opportunities to build relationships with clients, colleagues, and the local community.
• Team friendships, social activities, and outings supporting work-life balance.
• Comprehensive compensation and benefits package for eligible employees.