Tax Manager, Private Wealth @ Baker Tilly US | Jobright.ai
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Tax Manager, Private Wealth jobs in United States
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Baker Tilly US ยท 1 day ago

Tax Manager, Private Wealth

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Accounting
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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
Enjoy friendships, social activities and team outings that encourage a work-life balance

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

CPATax complianceAdvisory servicesProject managementSupervisory experienceMicrosoft SuiteMentoring

Required

Bachelor's degree in accounting, master's or advanced degree desirable
CPA 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 in order to stay current regarding applicable strategies, see the 'big picture' as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
Highly developed software and Microsoft Suite skills

Preferred

Eligibility to work in the U.S. without sponsorship preferred

Company

Baker Tilly US

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Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S.

Funding

Current Stage
Late Stage

Leadership Team

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Brett Bowles, CPA
Senior Consultant - Transaction and CFO Advisory
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Caleb Tollefson
CFO Advisory Manager
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