Tax Manager - Private Wealth

Join Baker Tilly as a Tax Manager with our New York office! This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance 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 coach to a group of talented staff, utilizing your experience 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

• Five (5) 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

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The pay ranges for this position are listed below. This range represents a good-faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant's skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees.

In Uniondale, NY and Washington, DC: the pay range is $108,000 to $161,200

In Tewksbury, MA: the pay range is $103,500 to $154,500

In New York, NY: the pay range is $112,500 to $168,000