Tax Manager, Private Wealth

Baker Tilly • Tewksbury, MA

7d

About The Position

Baker Tilly is seeking a Tax Manager for its Private Wealth/High Net Worth team. The role provides tax and business advisory services and tax compliance support to high-net-worth individuals, affluent multigenerational families, family offices, private businesses, and investment entities. The Tax Manager works alongside firm leadership to serve clients and build the business, while mentoring and coaching staff and supporting their technical and professional development. The position offers career development, flexibility in how and where work is completed, and opportunities to build relationships with clients, teammates, and firm leadership.

The role includes preparing and managing complex individual, partnership, S-corporation, trust, estate, gift, and state tax returns; contributing to proactive tax planning and strategic consulting; and keeping current with developments and technical authorities. The manager is expected to build internal and external relationships, support team growth, and deliver quality work on time. Compensation is listed at $103,500–$154,500, with actual compensation based on relevant factors including skills, experience, qualifications, work arrangements, and geographic location.

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 mentoring and counseling associates.
• Demonstrated management, analytical, organizational, interpersonal, project management, and communication skills.
• Ability to lead and supervise others, provide exceptional client service, stay current on applicable strategies, see both the big picture and details, demonstrate appropriate ethical knowledge and commitment, and ensure quality and timely completion of projects.
• Highly developed software and Microsoft Suite skills.

Nice To Haves

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

Responsibilities

• Assist with tax compliance and consulting services for high-net-worth individuals, affluent multigenerational families, family offices, private businesses, and investment entities.
• Perform 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 planning, and generation-skipping tax.
• Keep up to date on trends, developments, and technical authorities and apply them to complex situations.
• Develop technical competence 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 through mentoring and supervision.
• Work with firm leadership to serve clients and build the business.

Benefits

• Compensation and benefits package for eligible employees.
• Flexibility in how and where work is done.
• Programs supporting schedule and career autonomy, including My Time Off, My Development, and Dress for Your Day.
• Learning and development programs, coaching, and mentoring.
• Social activities and team outings that encourage work-life balance.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager