Tax Manager at Baker Tilly providing corporate tax advisory and compliance services. Engaging with clients in healthcare and coaching staff for their professional growth.
About the role
- Tax Director for Baker Tilly providing compliance and consulting services for high-net-worth clients. Leading engagements and advising on complex tax strategies in a growing practice.
Responsibilities
- Provide compliance and consulting services to high-net-worth individuals and families
- Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns
- Lead multiple engagements delivering proactive tax planning and strategic consulting
- Advise on business succession planning
- Build technical competence by keeping up-to-date on trends
- Assist with client engagement staffing, billings/collections, and ensure profitability targets are met
- Build relationships with clients
- Invest in professional development and support team members' growth
Requirements
- An undergraduate degree in Accounting or related field required
- CPA, EA, JD/LLM required
- Eight (8) + year(s) experience in tax return review and planning for wealthy individuals, family members and their trusts, investment entities, and private businesses
- Five (5)+ years’ of supervisory experience
- Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning
- Eligibility to work in the U.S., without sponsorship, highly preferred.
Benefits
- Professional development opportunities
- Resources and support to sharpen technical skills
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