Senior Associate, Private Wealth Tax
Baker Tilly US
Private Wealth Tax Manager
Baker Tilly US
full-time
Posted on:
Origin: • 🇺🇸 United States • California, District of Columbia, New York, Pennsylvania
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
- Utilize entrepreneurial skills to network and build strong relationships internally and externally with clients
- Support the growth and development of team members
- Serve as a trusted business advisor and contribute to business development and client relationship building
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, 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
- Highly developed software and Microsoft Suite skills
- Eligibility to work in the U.S. without sponsorship preferred
