Baker Tilly Advisory Group, LP - Chicago, IL
posted 26 days ago
Full-time - Mid Level
Chicago, IL
10,001+ employees
About the position
The Tax Manager for Private Wealth at Baker Tilly Advisory Group is responsible for delivering tax and business advisory services to high-net-worth individuals and small business clients. This role involves working closely with firm leadership, mentoring staff, and contributing to the firm's growth while providing strategic tax planning and compliance services.
Responsibilities
- Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities.
- Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns.
- Work on multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning, and generation skipping tax.
- Build on technical competence by keeping up-to-date on trends, developments, and technical authorities and apply them to complex situations.
- Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met.
- Utilize entrepreneurial skills to network and build strong relationships internally and externally.
Requirements
- Bachelor's degree in Accounting, Finance, or related field.
- CPA certification or equivalent is required.
- 5+ years of experience in tax compliance and consulting, particularly with high-net-worth individuals and families.
- Strong knowledge of federal and state tax laws and regulations.
- Excellent communication and interpersonal skills.
Nice-to-haves
- Experience with estate and gift tax planning.
- Familiarity with tax software and accounting systems.
- Ability to mentor and develop junior staff.
Benefits
- Flexible work schedule and location options.
- Professional development programs.
- Autonomy in managing work and career progression.
