Tax Manager, Private Wealth
About The Position
Baker Tilly is hiring a Tax Manager for its Private Wealth/High Net Worth team. The role delivers tax compliance and tax and business advisory services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and investment entities. The Tax Manager works alongside firm leadership to serve clients and build the business, and mentors and coaches staff to develop their technical and professional skills. The position offers opportunities to expand expertise in small business tax and accounting, work directly with clients to address complex accounting and business challenges, and contribute to engagement-team development. Baker Tilly describes opportunities for career growth, flexibility in how and where work is completed, and development programs that support employees’ schedules and careers. Work location requirements should be discussed with a Baker Tilly talent acquisition professional. The pay range is $103,500 to $154,500. 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
- Bachelor’s degree in accounting from an accredited college or university.
- Licensed CPA, JD, or EA.
- At least five years of experience providing federal and state tax compliance, accounting, and advisory services in a professional services firm.
- At least two years of supervisory experience, including mentoring and counseling associates.
- Demonstrated management, analytical, organizational, interpersonal, project management, and communication skills.
- Ability to lead and supervise others and provide exceptional client service.
- Commitment to continuous learning and staying current regarding applicable strategies.
- Ability to understand both the big picture and details, demonstrate appropriate ethical knowledge and commitment, and complete projects with urgency, quality, and timeliness.
- Highly developed software and Microsoft Suite skills.
Nice To Haves
- Eligibility to work in the U.S. without sponsorship is preferred.
Responsibilities
- Provide tax compliance and consulting services to high-net-worth individuals, 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 providing 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.
- Develop technical and professional skills through coaching, mentoring, and firm-wide learning and development programs.
- Network and build strong relationships internally and externally with clients.
- Support the growth and development of team members.
- Lead, supervise, mentor, and counsel associates.
- Build client relationships and contribute to business growth.
- Participate in team activities that encourage work-life balance.
Benefits
- Compensation and benefits package for eligible employees.
- Career development and upward career trajectory opportunities.
- Flexibility in how and where work is completed.
- Programs including My Time Off, My Development, and Dress for Your Day.
- Learning and development programs.
- Team outings and social activities that encourage work-life balance.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
