Tax Manager - Private Wealth

About the role

Baker Tilly is a leading advisory, tax, and assurance firm, offering clients a global advantage across the U.S. and key international financial centers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP provide professional services through an alternative practice structure, adhering to the AICPA Code of Professional Conduct and applicable laws.

Responsibilities

• Provide various tax, accounting, and advisory services to private wealth clients, including ultra-high net worth families, closely held businesses, and trusts and estates.
• Oversee and provide services pertaining to accounting, bookkeeping, and prepared or compiled financials.
• Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with clients on accounting and business matters.
• Deliver best-in-class customer service to clients at all times, emphasizing responsiveness, timeliness, professionalism, and accuracy.
• Lead and plan client engagements, continuously evaluate processes and procedures, and implement efficiencies and identify internal control issues.
• Provide recommendations for business and process improvements based on knowledge of the client's operations, processes, and business objectives.
• Manage and build client relationships, act as a liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to clients.
• Delegate and oversee the work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations for delivery.
• Maintain current knowledge of local, state, and federal tax practices and laws.
• Aid in managing client engagement staffing, billings/collections, and ensuring client profitability targets are met.
• Utilize entrepreneurial skills to network and build strong relationships internally and externally with clients and the community.
• Invest in professional development individually and through participation in firm-wide learning and development programs.
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.
• Enjoy friendships, social activities, and team outings that encourage a work-life balance.

Qualifications

• Successful candidates will have:
• A bachelor's degree in accounting, with a master's or advanced degree desirable.
• A CPA, EA, or JD required.
• Five (5) or more years of experience providing federal and state tax compliance, accounting, and advisory services in a professional services firm.
• Two (2) or more years of supervisory experience, mentoring, and counseling associates.
• Demonstrated management, analytical, organizational, interpersonal, project management, and communication skills.
• The ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning, and exhibit a sense of urgency and commitment to quality and timely project completion.
• Highly developed software and Microsoft Suite skills.
• Eligibility to work in the U.S. without sponsorship preferred.
• Private wealth industry experience preferred.
• Experience with high-net-worth individuals preferred.
• Trust & Estate experience a plus.
• Family office experience a plus.