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
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