Onsite Tax Manager – Private Wealth

Posted 18 hours ago

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About the role

  • Tax Manager at Baker Tilly's New York office providing advisory services to private wealth clients. Leading engagements and mentoring team members to enhance their professional skills.

Responsibilities

  • Join Baker Tilly as a Tax Manager with our New York office
  • Be a trusted member of the team providing various tax, accounting and advisory services to private wealth clients including ultra high net worth families, closely held businesses and trust and estate work
  • Oversee and provide services pertaining to accounting, bookkeeping and prepared or compiled financials
  • Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with client to discuss accounting and business matters
  • Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate
  • Lead and plan client engagements, and continuously evaluate processes and procedures within the client services and implementation functions
  • Provide recommendations for business and process improvements based upon knowledge gained relative to the client’s operations, processes, and business objectives
  • Manage and build client relationships, act as liaison to address and resolve client issues
  • Effectively delegate and oversee the work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations for delivery
  • Maintain current knowledge of local, state, and federal tax practices and laws
  • Assist with managing client engagement staffing, billings/collections
  • Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
  • Invest in your professional development individually and through participation in firm wide learning and development programs
  • Support the growth and development of team members

Requirements

  • Bachelor's degree in accounting, master's or advanced degree desirable
  • CPA, EA or JD required
  • 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
  • Highly developed software and Microsoft Suite skills
  • Eligibility to work in the U.S. without sponsorship preferred
  • Private wealth industry experience preferred
  • Experience with High Net Worth individuals preferred
  • Trust & Estate experience a plus
  • Family office experience a plus.

Benefits

  • Comprehensive compensation and benefits package

Job title

Tax Manager – Private Wealth

Job type

Experience level

Mid levelSenior

Salary

$126,500 - $166,300 per year

Degree requirement

Bachelor's Degree

Location requirements

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