Tax Manager - Private Wealth

Overview

Baker Tilly is a leading advisory, tax and assurance firm with offices across major U.S. markets and global financial centers. The firm operates under the AICPA Code of Professional Conduct and offers professional services through a flexible, alternative practice structure.

• Serve as a trusted advisor delivering tax, accounting, and advisory services to private wealth clients, including ultra‑high‑net‑worth families, closely held businesses, and trust and estate work.
• Oversee accounting, bookkeeping, and financial statement preparation.
• Review and analyze clients’ accounting records, provide consultation, and communicate findings.
• Deliver best‑in‑class client service with a focus on responsiveness, timeliness, professionalism, and accuracy.
• Lead and plan client engagements, continually evaluating processes and procedures to implement efficiencies and address internal control issues.
• Recommend business and process improvements based on client operations and objectives.
• Build and maintain client relationships, act as liaison to resolve issues, and assist team leaders in expanding services.
• Delegate responsibilities, set goals, provide resources, remove obstacles, and schedule deadlines to meet delivery expectations.
• Stay current on local, state, and federal tax practices and laws.
• Assist with engagement staffing, billing/collections, and ensure client profitability targets are met.
• Network and build relationships with clients and community to grow the practice.
• Pursue professional development through firm‑wide learning and development programs.
• Support the growth of team members through coaching and mentorship.
• Maintain a healthy work‑life balance through social activities and team outings.

• Bachelor’s degree in accounting; master’s or advanced degree desirable.
• CPA, EA, or JD required.
• Minimum of five (5) years providing federal and state tax compliance, accounting, and advisory services in a professional services firm.
• At least two (2) years of supervisory experience mentoring and counseling associates.
• Demonstrated management, analytical, organizational, interpersonal, project‑management, and communication skills.
• Strong client service orientation, commitment to continuous learning, and ethical conduct.
• Proficiency in Microsoft Office and other relevant software.
• Preferred:
  Eligibility to work in the U.S. without sponsorship, private‑wealth industry experience, experience with high‑net‑worth individuals, trust & estate experience, family office experience.

Pay range: $126,500 to $166,300. Compensation is influenced by qualifications, experience, and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

Baker Tilly is an equal‑opportunity/affirmative‑action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis.