Tax Manager, Private Wealth
Baker Tilly US
full-time
Posted on:
Location Type: Hybrid
Location: Tewksbury • District of Columbia, Massachusetts • 🇺🇸 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
- 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
- Build on technical competence by keeping up-to-date on trends and apply them to complex situations
- Network and build strong relationships with clients
- Support the growth and development of team members
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
- Highly developed software and Microsoft Suite skills
- Eligibility to work in the U.S. without sponsorship preferred
Benefits
- Flexibility in how and where you get your work done
- Opportunities for professional development
- Programs like My Time Off and My Development
- Engagement team’s professional growth support
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 returnsadvisory services
Soft skills
analytical skillsorganizational skillsinterpersonal skillsproject management skillscommunication skillsleadership skillsmentoringcounselingrelationship buildingteam development
Certifications
CPAJDEA