Tax Manager, Private Wealth

$86,220 - $182,770/Yr

Baker Tilly

Full-time - Mid Level

10,001+ employees

About the position

The Tax Manager for Private Wealth at Baker Tilly is responsible for delivering tax and business advisory services to high-net-worth individuals and small business clients. This role involves compliance and consulting services, mentoring staff, and contributing to the firm's growth while maintaining strong client relationships. The position offers opportunities for career advancement and flexibility in work arrangements.

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.
• Learn and grow from direct and on-the-job coaching and mentoring along with participating in firm-wide learning and development programs.
• Utilize entrepreneurial skills to network and build strong relationships internally and externally with clients.
• Support the growth and development of team members.

Requirements

• Bachelor's degree in accounting; master's or advanced degree desirable.
• CPA or JD required.
• Five (5)+ years of experience providing federal and state tax compliance, accounting, and advisory services in a professional services firm.
• Two (2)+ years of supervisory experience, mentoring and counseling associates.
• Demonstrated management, analytical, organization, interpersonal, project management, and communication skills.
• Ability to lead and supervise others, provide exceptional client service, and demonstrate commitment to continuous learning.
• Highly developed software and Microsoft Suite skills.
• Eligibility to work in the U.S. without sponsorship preferred.

Benefits

• Flexible work arrangements
• Professional development programs
• Work-life balance initiatives
• Social activities and team outings