Hybrid Tax Manager – Private Wealth

Posted 3 weeks ago

Apply now

About the role

  • Tax Manager delivering tax compliance and advisory services for high-net-worth individuals at Baker Tilly. Mentoring staff and providing strategic consulting to affluent families and family offices.

Responsibilities

  • 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 that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning, and generation skipping tax
  • Build on technical competence by keeping up-to-date on trends, developments, and technical authorities and apply them to complex situations
  • Learn and grow from direct and on-the-job coaching and mentoring along with participating in firm-wide learning and development programs
  • Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
  • Support the growth and development of team members

Requirements

  • 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, organization, interpersonal, project management, communication skills
  • Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies
  • Highly developed software and Microsoft Suite skills
  • Eligibility to work in the U.S. without sponsorship preferred

Benefits

  • Flexibility in how and where you get your work done
  • Programs like My Time Off, My Development and Dress for Your Day
  • Friendships, social activities, and team outings that encourage a work-life balance

Job title

Tax Manager – Private Wealth

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job