Private Wealth, Sr Tax Manager

Private Wealth, Sr Tax Manager – 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.

Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Tax Senior Manager, Private Wealth to join our growing High Net Worth Texas Tax practice! Our Private Wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners. We help company executives, business owners, affluent families and family offices, estates, and trusts in managing, preserving and transitioning wealth.

Our consulting professionals provide comprehensive strategic income, trust, estate, and gift tax, succession planning, valuation and international tax services.

• You like being your client’s personal advisor and collaborating with their other advisors such as attorneys, bankers and investment advisors to create an integrated, holistic approach to managing and enhancing their wealth at all stages of their lives.
• You crave a leadership opportunity with a well‑established high net wealth practice that continues to achieve tremendous growth.
• You want to be part of a firm that is invested in your success by providing the resources and support to continually sharpen your technical skills and build your career now, for tomorrow.

• 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
  • Advise and make recommendations to clients on business succession planning
  • Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations
• Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
• Invest in your professional development individually and through participation in firm‑wide learning and development programs
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals

• An undergraduate degree in Accounting or related field required
• CPA, MST or JD/LLM required
• Eight (8)+ years 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…