Hybrid Tax Manager, Private Wealth

Posted last month

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About the role

  • Tax Manager in Private Wealth at Baker Tilly providing tax and business advisory services. Mentoring staff while delivering tax compliance and proactive consulting to clients.

Responsibilities

  • Assist in providing compliance and consulting services to high-net-worth individuals
  • 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
  • Build on technical competence by keeping up-to-date on trends and apply them to complex situations
  • Network and build strong relationships 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
  • 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
  • Opportunities for professional development
  • Programs like My Time Off and My Development
  • Engagement team’s professional growth support

Job title

Tax Manager, Private Wealth

Job type

Experience level

Mid levelSenior

Salary

$91,220 - $172,950 per year

Degree requirement

Bachelor's Degree

Location requirements

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