Private Wealth Tax Manager
Baker Tilly US
Senior Associate, Private Wealth Tax
Baker Tilly US
full-time
Posted on:
Origin: • 🇺🇸 United States • California, New York
Visit company websiteSalary
💰 $67,880 - $128,690 per year
Job Level
Senior
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
- Utilize entrepreneurial skills to network and build strong relationships internally and externally with clients
- Support the growth and development of team members
Requirements
- An undergraduate degree in Accounting or related field required
- Actively pursuing a CPA, EA or JD/LLM preferred
- Two (2)+ year(s) experience in tax return review and planning for wealthy individuals, family members and their trusts, investment entities, and private businesses
- Eligibility to work in the U.S., without sponsorship, highly preferred
