Tax Manager – Trust and Estate

Baker Tilly US

. Provide tax, accounting, and advisory services to individuals and small business clients, specifically in trust and estate tax .

Posted 10/2/2026full-timeSan Diego • California • United StatesMid-LevelSenior💰 $99,000 - $154,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax compliance and consulting services, particularly in trust and estate tax, while providing exceptional client service and leading teams effectively. Maintains strong analytical, organizational, and communication skills to enhance client relationships and drive process improvements.

Highest-signal resume keywords

CPATax ComplianceTrust And Estate TaxSupervisory ExperienceClient Relationship Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Tax Advisory ServicesAccountingBookkeepingFinancial AnalysisProcess ImprovementInternal Control EvaluationProject ManagementClient Profitability TargetsEthical KnowledgeContinuous Learning

Soft Skills

Interpersonal SkillsCommunication SkillsLeadershipMentoringOrganizational Skills

Tools & Technologies

Microsoft SuiteAccounting Software

Certifications & Qualifications

CPALaw LicenseEA

Industry Keywords

Public AccountingPrivate Wealth TaxClient EngagementClient ServiceLocal, State, And Federal Tax Practices

About the role

Key responsibilities & impact

Provide tax, accounting, and advisory services to individuals and small business clients, specifically in trust and estate tax
Oversee accounting, bookkeeping, and prepared or compiled financials
Review and analyze accounting records and reporting; provide analysis and consultation
Communicate with clients about accounting and business matters
Deliver responsive, timely, professional, and accurate client service
Lead and plan client engagements
Evaluate client-service and implementation processes and procedures; implement efficiencies and identify internal control issues
Recommend business and process improvements based on client operations, processes, and objectives
Manage and build client relationships; resolve client issues and assist with additional services
Delegate and oversee work by setting goals, providing resources, removing obstacles, and scheduling deadlines
Maintain current knowledge of local, state, and federal tax practices and laws
Assist with engagement staffing, billings, collections, and client profitability targets
Network and build relationships internally, externally, with clients, and with the community
Participate in professional development and firm-wide learning programs
Support team-member growth through the Baker Tilly Care and Teach philosophy

Requirements

What you’ll need

4-year degree
CPA, Law License, or EA
Five (5) years of experience
Five (5)+ years of experience providing tax compliance and consulting services in a public accounting firm
Experience with private wealth tax and consulting, particularly with trust and estate tax
Two (2)+ years of supervisory experience, mentoring and counseling associates
Demonstrated management, analytical, organization, interpersonal, project management, and communication skills
Ability to lead and supervise others and provide exceptional client service
Commitment to continuous learning and staying current with applicable strategies
Ethical knowledge and commitment
Sense of urgency and commitment to quality and timely project completion
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship

Benefits

Comp & perks

Flexibility in how and where you get your work done
My Time Off program
My Development program
Dress for Your Day program
Firm-wide learning and development programs
Comprehensive compensation and benefits package
Work-life balance supported through friendships, social activities and team outings