Tax Manager, Private Wealth

Tax Manager, Private Wealth – Baker Tilly US

Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast‑to‑coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. 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 attest 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.

Job Description Join Baker Tilly as a Tax Manager with our Private Wealth/High Net Worth team! This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to small business clients. You will work side‑by‑side with firm leadership to serve clients and build the business, having a direct impact on the firm’s success.

Additionally, you will be a mentor and a coach to a group of talented staff, utilizing your experience to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT offers upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

• Looking to expand your career in small business tax and accounting, becoming an expert to the clients you serve
• Seeing yourself as a trusted business advisor, working face‑to‑face with clients to find creative solutions to complex accounting and business challenges
• Wanting to work for a leading CPA advisory firm that serves its clients with best interests in mind and is transparent in its decisions
• Valuing development and wanting a firm that provides autonomy to own your schedule and career through programs such as My Time Off, My Development and Dress for Your Day
• Wanting to contribute to your engagement team’s professional growth and enhance your own skills to build a career with opportunities now and tomorrow

• 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 technical competence by keeping up‑to‑date on trends, developments and technical authorities and applying them to complex situations
• Learn and grow from direct and on‑the‑job coaching and mentoring, and participating in firm‑wide learning and development programs
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
• Support the growth and development of team members
• Enjoy friendships, social activities and team outings that encourage a work‑life balance

• Bachelor’s degree in accounting from an accredited college/university;
  Licensed CPA, JD, or EA.
• 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, organization, interpersonal, project management, communication skills
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to…