Senior Manager, Tax Services – Energy Incentives & Credits
PwC
Tax Manager, Private Wealth
Baker Tilly US
full-time
Posted on:
Location Type: Office
Location: New York City • New York • 🇺🇸 United States
Visit company websiteSalary
💰 $91,220 - $172,950 per year
Job Level
Mid-LevelSenior
About the role
- 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
Requirements
- 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
- Highly developed software and Microsoft Suite skills
- Eligibility to work in the U.S. without sponsorship preferred
Benefits
- Work-life balance
- Professional development
- Autonomy to own your schedule
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax compliancetax planningindividual tax returnspartnership tax returnsS-corp tax returnstrust tax returnsestate tax returnsgift tax returnsstate tax returnscharitable planning
Soft skills
analytical skillsorganizational skillsinterpersonal skillsproject managementcommunication skillsmentoringsupervisory skillsclient servicecommitment to continuous learningleadership
Certifications
CPAJDEA