Tax Manager Private WealthPCS

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. and in many of the worlds leading financial centers New York London San Francisco Los Angeles Chicago and Boston. Baker Tilly Advisory Group LP and Baker Tilly US LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws regulations and professional standards. Baker Tilly US LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group LP and Baker Tilly US LLP trading as Baker Tilly are independent members of Baker Tilly International a worldwide network of independent accounting and business advisory firms in 141 territories with 43000 professionals and a combined worldwide revenue of $5.2 billion. join the conversation onLinkedInFacebookandInstagram.

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• You are looking for an opportunity to expand your career in small business tax and accounting becoming an expert to the clients you serve
• You can see yourself as a trusted business advisor working face-to-face with clients to find creative solutions to complex accounting and business challenges
• You want to work for a leading CPA advisory firm who serves their clients with their clients and employees best interests in mind and are transparent in their decisions
• You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through programs (ask us about My Time Off My Development and Dress for Your Day!)
• You want to contribute to your engagement teams professional growth and enhance your own skills to build a career with opportunities now for tomorrow

• 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

• 4-year degree required
• Masters or advanced degree preferred
• CPA Law License or Enrolled Agent required
• Five (5) years of experience providing tax compliance accounting and advisory services in a professional services firm
• Two (2) years of supervisory experience mentoring and counseling associates
• Prefer candidates with experience in Private Wealth/Private Client Services
• 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
• Eligibility to work in the U.S. without sponsorship preferred