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
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