Tax Manager - Private Wealth

Overview Baker Tilly is a leading advisory, tax and assurance firm with a coast-to-coast and global reach in major U.S. regions and financial centers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP 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. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Responsibilities Job Description: Join Baker Tilly as a Tax Manager with our New York office. This role provides tax and business advisory services and tax compliance to small business clients. You will work with firm leadership to serve clients and build the business, coaching a group of staff to develop their technical and professional skills. The firm offers upward career trajectory, flexibility, and meaningful relationships with clients, teammates and leadership. 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 with emphasis on responsiveness, timeliness, professionalism, and accuracy Lead and plan client engagements; evaluate processes and procedures within client services and implementation functions to implement efficiencies and identify internal control issues Provide recommendations for business and process improvements based on client operations and objectives Manage and build client relationships; address client issues and assist team leaders in researching and providing additional services Delegate and oversee work by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client delivery expectations 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 Network and build relationships internally and externally with clients and the community Invest in professional development and participate in firm-wide learning programs Support the growth and development of team members, helping associates meet their professional goals Maintain work-life balance and contribute to a positive team culture Qualifications Bachelor's degree in accounting; master's or advanced degree desirable CPA, EA 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 Demonstrated management, analytical, organizational, interpersonal, project management and communication skills Ability to lead and supervise others, provide exceptional client service, and stay current with applicable strategies and ethical standards Strong software and Microsoft Suite skills Eligibility to work in the U.S. without sponsorship preferred Private wealth industry experience preferred Experience with High Net Worth individuals preferred; Trust & Estate experience and family office experience are a plus Pay and Benefits The pay rate range for this job position is $126,500 to $166,300. Actual compensation is influenced by factors including skills, experience, qualifications, certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees. #J-18808-Ljbffr Baker Tilly US