Tax Manager, Private Wealth
About The Position
Join Baker Tilly’s Private Wealth/High Net Worth team as a Tax Manager, providing tax and business advisory services and tax compliance to high-net-worth individuals and trusts. The role works alongside firm leadership to serve clients and build the business, while mentoring and coaching staff to develop their technical and professional skills. The position focuses on high-net-worth individual tax and advisory work, including serving as a trusted client advisor and finding solutions to complex tax challenges. The firm describes opportunities for career advancement, flexibility in how and where work is completed, client and team relationships, and programs that support employees’ schedules and professional development. The position’s compensation range is $108,000 to $161,200. Actual compensation depends on relevant factors such as skills, experience, qualifications, certifications, work arrangements, and geographic location. Baker Tilly offers a compensation and benefits package to eligible employees.
Requirements
- Four-year degree.
- CPA, EA, or law license.
- Five years of experience.
- Ability to provide exceptional client service and lead and supervise others.
- Commitment to continuous learning and staying current on applicable strategies.
- Ability to see both the big picture and details.
- Appropriate ethical knowledge and commitment.
- Sense of urgency and commitment to quality and timely project completion.
Nice To Haves
- Bachelor’s degree in accounting; a master’s or advanced degree is desirable.
- At least five years of federal and state tax compliance, accounting, and advisory experience in a professional services firm.
- Two or more years of supervisory experience, including mentoring and counseling associates.
- Demonstrated management, analytical, organizational, interpersonal, project management, and communication skills.
- Highly developed software and Microsoft Suite skills.
- Eligibility to work in the U.S. without sponsorship.
Responsibilities
- Assist with tax compliance and consulting services for high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and investment entities.
- Prepare complex individual, partnership, S-corporation, trust, estate, gift, and state tax returns.
- Work on multiple engagements involving proactive tax planning and strategic consulting, including federal estate, gift, charitable, and generation-skipping tax planning.
- Keep current with trends, developments, and technical authorities, and apply them to complex situations.
- Build internal and external relationships by networking with colleagues and clients.
- Support the growth and development of team members through mentoring and coaching.
- Work with firm leadership to serve clients and contribute to business growth.
- Participate in firm-wide learning and development programs.
- Deliver exceptional client service and complete projects with quality and timeliness.
Benefits
- Compensation and benefits package for eligible employees.
- Flexibility in how and where work is done.
- Programs supporting time off and professional development.
- Social activities and team outings that encourage work-life balance.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Manager
