Senior Tax Manager - Private Wealth

Overview

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 world’s 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 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

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Job Description:

Are you interested in joining one of the fastest growing public accounting firms? Would you like the ability to focus on one industry sector and further become an expert for your clients?

If yes, consider joining Baker Tilly (BT) as a Tax Senior Manager! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to Private Wealth clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm’s success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

You’ll enjoy this role if:

You are looking for an opportunity to expand your career in Private Wealth 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 want to contribute to your engagement team’s professional growth and enhance your own skills to build a career with opportunities now, for tomorrow

What you will do:

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 with emphasis on implementing efficiencies and identification of internal control issues

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, and assist team leaders in researching and providing additional services to client

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, and ensure client profitability targets are met

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 through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals

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

Minimum Required Qualifications:

4-year degree

CPA, EA or Law License

Eight (8) years of experience

Preferred Qualifications

Bachelor's degree in accounting, master's or advanced degree desirable

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

Experience working with Private Wealth and family office clients a plus

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

Ability to work without sponsorship preferred

The pay rate range for this job position is $105,900 to $180,100. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.