Tax Manager, Private Wealth

About the role

Baker Tilly is a leading advisory, tax, and assurance firm, offering clients a global advantage across major U.S. regions and key international financial centers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attestation services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

Responsibilities

• Aid 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.
• Develop and implement proactive tax planning and strategic consulting, including federal estate, gift, charitable planning, and generation skipping tax.
• Stay updated on trends, developments, and technical authorities and apply them to complex situations.
• Grow professionally through direct and on-the-job coaching, mentoring, and participation in firm-wide learning and development programs.
• Network and build strong relationships internally and externally with clients.
• Support the professional 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.
• At least 5 years of experience providing federal and state tax compliance, accounting, and advisory services in a professional services firm.
• At least 2 years of supervisory experience, mentoring, and counseling associates.
• Strong management, analytical, organizational, interpersonal, project management, and 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 timely project completion.
• Proficiency in software and Microsoft Suite applications.
• 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.
• At least 5 years of experience providing federal and state tax compliance, accounting, and advisory services in a professional services firm.
• At least 2 years of supervisory experience, mentoring, and counseling associates.
• Strong management, analytical, organizational, interpersonal, project management, and 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 timely project completion.
• Proficiency in software and Microsoft Suite applications.
• Eligibility to work in the U.S. without sponsorship preferred.

Benefits

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

• Life insurance
• Health insurance
• Paid time off
• Retirement plans
• Professional development opportunities
• Flexible work arrangements
• Employee discounts

Pay

The national pay rate range for this position is $91,220 - $172,990. In California, the pay rate range is $112,500 to $172,950. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements, and geographic location.