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Associate Managing Director Jobs in California (NOW HIRING)

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Associate Managing Director information

What are the key skills and qualifications needed to thrive as an associate managing director, and why are they important?

To thrive as an Associate Managing Director, you typically need strong leadership abilities, strategic planning skills, and a background in business administration or a related field, often supported by an advanced degree such as an MBA. Familiarity with financial management systems, project management tools, and relevant industry software is usually required. Exceptional communication, decision-making, and team-building skills help you motivate teams and drive organizational success. These competencies are crucial for effectively overseeing operations, achieving business goals, and fostering a high-performance culture.

What is the difference between Associate Managing Director vs Senior Director?

AspectAssociate Managing DirectorSenior Director
Required CredentialsTypically requires advanced degrees (MBA, Master's) and industry experienceSimilar credentials, often with more extensive leadership experience
Work EnvironmentHigh-level strategic roles within organizations, often in finance, consulting, or corporate sectorsSenior leadership roles overseeing departments or divisions
Employer & Industry UsageCommon in finance, consulting, and corporate sectorsPrevalent in similar industries, often as a step before Vice President

The Associate Managing Director and Senior Director roles share similar credentials and work environments, with the main difference being the level of seniority and scope of responsibilities. The Associate Managing Director often focuses on strategic initiatives with a broader organizational impact, while the Senior Director typically manages specific departments or functions. Both positions are key leadership roles within their industries.

What is an associate managing director?

An Associate Managing Director is a senior leadership position within an organization, typically responsible for assisting the Managing Director in overseeing daily operations, strategic planning, and team management. They help implement company policies, coordinate between departments, and support the organization’s long-term goals. This role often serves as a bridge between upper management and other teams, ensuring that objectives are met efficiently. Associate Managing Directors may also take on specific projects or business initiatives and are often prepared to step into the Managing Director role if needed.

What are some common challenges faced by associate managing directors, and how can they be addressed?

Associate Managing Directors often navigate the challenge of balancing strategic oversight with day-to-day operational management. They must ensure alignment across multiple departments while meeting performance targets and supporting their teams. Effective communication, delegation, and prioritization skills are essential to manage diverse responsibilities and stakeholder expectations. Building strong relationships with both senior leaders and direct reports can help address these challenges and foster a collaborative work environment.
What are the most commonly searched types of Managing Director jobs in California? The most popular types of Managing Director jobs in California are:
What are popular job titles related to Associate Managing Director jobs in California? For Associate Managing Director jobs in California, the most frequently searched job titles are:
What job categories do people searching Associate Managing Director jobs in California look for? The top searched job categories for Associate Managing Director jobs in California are:
What cities in California are hiring for Associate Managing Director jobs? Cities in California with the most Associate Managing Director job openings:
Associate Managing Director jobs near you
Infographic showing various Associate Managing Director job openings in California as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 25% Part Time, 2% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.

High Net Worth Tax Managing Director

Bakertilly

Pasadena, CA

Full-time

Posted 14 days ago

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. Visitbakertilly.comor join the conversation onLinkedIn,FacebookandInstagram.

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:

Are you looking to join an entrepreneurial firm which is one of the fastest growing in the US - one where you will be the "go to" high net worth tax expert?

Are you inspired to lead a practice, lead people and make a difference for your clients?

If yes, consider joining Baker Tilly (BT) as a High Net Worth Tax Managing Director! 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 will work side-by-side with firm leadership and will be a valued mentor and coach to a group of talented staff. BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field.

What you will do:

  • Lead 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

    • Build on technical competence by keeping up-to-date on trends, developments and technical authorities - applying them to complex situations

  • Manage 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 the goal of acquiring new clients, projects, and revenue

  • 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

  • Enjoy friendships, social activities and team outings that encourage a work-life balance

Successful candidates will have:

  • An undergraduate degree in accounting or law required

  • CPA or JD required

  • Experience as a leader in a public accounting firm in the Tax space

  • Eight (8)+ years' experience in tax planning and consulting 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

  • Four (4)+ years supervisory experience, mentoring and counseling associates

  • 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.

  • Eligibility to work in the U.S., without sponsorship, highly preferred.

  • Ability to travel as needed for client engagements.

  • The compensation range for this role is $201,810 to $382,600. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Apply