Tax Senior Manager, Private Wealth

Responsibilities

• Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities.
• Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns.
• Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax.
• Advises and makes recommendations to clients on business succession planning.
• Builds on technical competence by keeping up-to-date on trends, developments and technical authorities and applies them to complex situations.
• Affirms client profitability targets by assisting with managing client engagement staffing, billings/collections.
• Utilizes entrepreneurial skills to network and build strong relationships internally and externally with clients.
• Supports the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.

Qualifications

• Bachelor's degree required; degree in accounting preferred, master's or advanced degree preferred.
• CPA, Law License, or Enrolled Agent required.
• Eight (8) + year(s) experience in tax return review and planning for wealthy individuals, family members and their trusts, investment entities, and private businesses.
• This includes strong experience in personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities, partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers.
• Two (2)+ year(s) of supervisory experience, mentoring and counseling associates desired.
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
• Eligibility to work in the U.S., without sponsorship, highly preferred.

Pay

The pay rate range for this job position is $142,700 to $214,030. 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. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.