Wealth & Tax Advisory Senior Manager at Baker Tilly

Become a leader at Baker Tilly as the Senior Manager in Wealth & Tax Advisory, where your strategic expertise will elevate high-net-worth client services. Collaborate in a results-driven environment focused on impactful tax planning.

This critical role involves advanced tax advisory for affluent families and necessitates a CPA with 8+ years of significant experience. You'll partner with financial planners and guide team members, ensuring comprehensive support for complex client needs related to wealth management.

Key Responsibilities:

• Develop integrated tax and estate strategies for clients

• Work with financial planners to provide tailored solutions

• Advise clients on tax efficiency and succession planning

• Cultivate trust and relationships with clients

• Lead and develop team members in advisory practices

Requirements:

• CPA designation with 8+ years of tax experience

• In-depth knowledge of tax legislation for individuals and trusts

• Proven capability in advisory engagement delivery

• Superior analytical and relationship-building skills

• Experience mentoring junior staff

Leverage your wealth and advisory expertise at Baker Tilly to deliver exceptional service and drive client satisfaction.
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