Tax Senior Manager - Private Client

Overview

Baker Tilly is a leading advisory, tax, and assurance firm, offering clients a coast‑to‑coast and global advantage across major U.S. regions and financial centers worldwide.

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, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e‑mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees.

In order to be an authorized recruitment agency for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

If you are interested in joining one of the fastest growing public accounting firms, consider joining Baker Tilly (BT) as a Tax Senior Manager for Private Client Services/Private Wealth. This is a great opportunity to be a valued business advisor delivering industry‑focused tax advisory and compliance services to private wealth clients and small businesses. 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 coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills.

• You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve.
• You can see yourself as a trusted business advisor, working face‑to‑face with clients to find creative solutions to complex accounting and business challenges.
• You want to work for a leading CPA advisory firm that serves middle‑market clients and whose owners have both their clients’ and employees’ best interests in mind and are transparent in their decisions.
• You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs.
• You want to contribute to your engagement team’s professional growth and develop your own leadership skills to build a career with endless opportunities now and tomorrow.

• Be a trusted member of the engagement team providing various federal tax compliance and consulting services to industry‑specific clients.
• Be a valued tax business advisor, lead client relationships on day‑to‑day tax matters with various clients ranging from middle‑market to multinational.
• Consult on technical matters and special projects in various areas of corporate and flow‑through taxation, accounting methods, and ASC
  740.
• Research various tax matters, respond to IRS and other tax authority inquiries, and make recommendations to the client for consideration.
• Coordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas.
• Manage 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 the goal of acquiring new clients, projects, and revenue.
• 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.
• Enjoy friendships, social activities and team outings that encourage a work‑life balance.

• 4‑year degree.
• CPA, Law License, or Enrolled Agent.
• Eight (8) years of experience providing tax compliance and consulting services in a professional services firm.
• Five (5)…