Tax Manager, Private Wealth

NYC, NY, USA|Remote, Onsite

Job Overview

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Employment Type

Full-time
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Compensation

Type:
Hourly
Rate:
Range $13.50 - $17.75
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Work Schedule

Flexible
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Benefits

Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
Professional Development
Flexible Schedule
mentorship

Job Description

Baker Tilly is a leading advisory, tax, and assurance firm providing clients with a genuine coast-to-coast and global advantage. With a presence in major U.S. regions including New York, London, San Francisco, Los Angeles, Chicago, and Boston, Baker Tilly operates as an alternative practice structure under AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. The firm delivers professional services through its licensed independent CPA firm, Baker Tilly US, LLP, offering attest services to clients, while its subsidiary entities provide tax and business advisory services. As an independent member of Baker Tilly International, a worldwide network of... Show More

Job Requirements

  • Bachelor's degree in accounting
  • Licensed CPA, JD, or EA
  • Five or more years of experience providing federal and state tax compliance, accounting and advisory services
  • Two or more years of supervisory experience
  • Strong management, analytical, organizational, interpersonal, project management and communication skills
  • Ability to lead and supervise others
  • Exceptional client service skills
  • Commitment to continuous learning and ethical standards
  • Highly developed software and Microsoft Suite skills
  • Eligibility to work in the U.S. without sponsorship preferred

Job Qualifications

  • Bachelor's degree in accounting from an accredited college/university
  • Licensed CPA, JD, or EA
  • 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
  • Eligibility to work in the U.S. without sponsorship preferred

Job Duties

  • 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

Job Qualifications

Experience

Expert Level (7+ years)

Job Location

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