Tax Manager, Private Wealth

Job Title

Tax Manager – Private Wealth/High Net Worth team

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 high-net-worth individuals and trusts. 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.

• You are looking for an opportunity to expand your career in high‑net‑worth individual tax and advisory
• You can see yourself as a trusted advisor, working face‑to‑face with clients to find creative solutions to complex tax challenges
• You want to work for a leading CPA advisory firm that serves its clients’ best interests and is transparent in decisions
• You value your development and want to work for a firm that provides autonomy in schedule and career through programs such as My Time Off, My Development and Dress for Your Day
• You want to contribute to your engagement team’s professional growth and enhance your own skills to build a career with opportunities now and tomorrow

• Assist in providing compliance and consulting services to high‑net‑worth individuals, multi‑generational affluent families, family offices, and their private businesses and/or investment entities:
  • Perform complex individual, partnership, S‑corp, trust, estate, gift, and state tax returns
  • Work on multiple engagements delivering 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 participate in firm‑wide learning and development programs
• Utilize entrepreneurial skills to network and build strong relationships internally and externally with clients
• Support the growth and development of team members
• Enjoy team outings and social activities that encourage 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, organizational, interpersonal, project management, and communication skills
• Ability to lead and supervise others, provide exceptional client service, and demonstrate commitment to continuous learning to stay current with strategies, see the big picture and details, and exhibit ethical knowledge and sense of urgency for quality and timely completion of projects
• Highly developed software and Microsoft Suite skills
• Eligibility to work in the U.S. without sponsorship preferred

In Philadelphia, PA: $92,000 to $146,340

In Wilmington, DE: $101,300 to $139,690

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.