BU
Baker Tilly USTax Manager, Private Wealth
Tax Manager on Baker Tilly's Private Wealth team delivering tax compliance and advisory services. Assisting affluent individuals and businesses while mentoring team members.
About the role
- Understand the client and the business in which they operate;
- Identify project opportunities;
- Understand the specificities of the projects to which they are assigned, including relevant knowledge areas, impacts, stakeholders, requirements, timelines, and other aspects;
- Support the understanding of problems and the preparation of proposals;
- Occasionally transfer knowledge about the business/client to the project team;
- Define, on demand, analyses required for the project;
- Prepare project deliverables (spreadsheets, presentations, reports, and others);
- Report various problems and risks identified in projects;
- Gather data to perform analyses;
- Develop analyses and insights related to assigned projects;
- Occasionally delegate workstreams to the team;
- Support project management with follow-up activities, status reports, and monitoring of open items;
- Execute activities of varying levels of complexity in response to client demands;
- Demonstrate autonomy in their workflows, managing details and able to handle client questions;
- Actively seek solutions and methodologies from diverse sources;
- Deliver high-quality work with minimal rework and limited supervision from leadership;
- Conduct meetings efficiently and with appropriate executive presence;
- Meet client deadlines and delivery requirements;
- Other routine tasks within the area.
Requirements
- Bachelor's degree completed;
- Strong knowledge of the business process for receiving tax documents for goods and services and of the Tax and FDC modules of Oracle Fusion Cloud ERP;
- Knowledge of integration with tax calculation solutions (for example, TaxOne and Compliance);
- Experience implementing the FDC and Tax modules for Procure-to-Pay processes in Oracle Fusion Cloud ERP and familiarity with agile methodology in project implementation, process mapping, user stories, FIT/GAP analysis, system configuration, unit testing, and supporting integrated testing with key users;
- Knowledge of Crisis Management;
- Preferred: Experience with Business Continuity Management.
- Note: If the candidate is close to completing their degree (expected graduation in December), an exception to the bachelor's degree requirement may be considered.
Benefits
- Medical and dental insurance.
- Profit sharing.
- Internet allowance to support hybrid work.
- Life insurance.
- Meal/food allowance.
- Flexible benefits package: you will receive points that can be distributed among the options that best meet your needs according to the program rules.
- Professional development: corporate university, access to online learning platforms, language platform with over 7,500 pieces of content and around 60 courses organized by level, area, professional skills and interests, and a platform that aggregates various educational institutions offering exclusive discounts for Deloitte professionals and their dependents. Additionally, we offer a structured career plan with mentorship from Deloitte professionals through a coach who can listen to your challenges and help you grow both technically and behaviorally based on their experience.
- Well-being: telemedicine service for pre-assessment without leaving home; Family strategy: a program for expectant employees and future parents that provides full support during this special time; Gympass; a day off during your birthday month to celebrate one of the most important people in your life; psychological support channel and social work service.
- Opportunity to be part of an inclusive culture: you can be your authentic self with equal opportunities for growth. To strengthen this commitment, we developed a global "All In" strategy with eight pillars – Origins, Young Apprentice, STEM, Delas, LGBT+, Inclui, Without Borders, and Generation 50+. We emphasize that all our job openings are open to people with disabilities.
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