Tax Manager, Private Wealth

About the role

Baker Tilly is a leading advisory, tax, and assurance firm, offering clients a coast-to-coast and global advantage in key U.S. markets and major financial centers. We are part of Baker Tilly International, a worldwide network of independent accounting and business advisory firms.

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 staying updated on trends, developments, and technical authorities and applying them to complex situations.
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients.
• Support the growth and development of team members.

Requirements

• Successful candidates will have a 4-year degree, with a Master's or advanced degree preferred.
• A CPA, Law License, or Enrolled Agent certification is preferred.
• 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, organizational, interpersonal, project management, communication skills.
• 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 the timely completion of projects.
• Highly developed software and Microsoft Suite skills.
• Eligibility to work in the U.S. without sponsorship preferred.

Qualifications

• Successful candidates will have a 4-year degree, with a Master's or advanced degree preferred.
• A CPA, Law License, or Enrolled Agent certification is preferred.
• 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, organizational, interpersonal, project management, communication skills.
• 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 the timely completion of projects.
• Highly developed software and Microsoft Suite skills.
• Eligibility to work in the U.S. without sponsorship preferred.

Skills

• Technical competence in federal and state tax compliance, accounting, and advisory services.
• Proactive tax planning and strategic consulting.
• Networking and relationship-building skills.
• Leadership and mentoring abilities.
• Software and Microsoft Suite skills.

Benefits

Baker Tilly offers a comprehensive compensation and benefits package, including:

• Life insurance
• Health, dental, and vision insurance
• Pension plan
• 401(k) plan
• Flexible spending account
• Employee assistance program
• Retirement savings plan
• Disability insurance
• Short-term and long-term disability insurance
• Life insurance
• Flexible work arrangements
• Professional development opportunities
• Employee referral program
• Employee discounts
• Wellness programs
• Volunteer time off
• Generous paid time off
• Comprehensive health and wellness programs
• Flexible work schedules
• Professional development opportunities
• Employee referral program
• Employee discounts
• Wellness programs
• Volunteer time off
• Generous paid time off
• Comprehensive health and wellness programs

Pay

The national pay rate range for this position is $91,220 - $172,990. In California, the pay range is $112,500 to $172,950.