Tax Senior Manager, Private Wealth
Baker Tilly US
full-time
Posted on:
Location Type: Office
Location: Philadelphia • New Jersey • Pennsylvania • United States
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Job Level
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.
- Utilize your entrepreneurial skills to network and build strong relationships internally and externally 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.
- Eight (8)+ years of experience providing federal and state tax compliance, accounting and advisory services in a professional services firm
- Five (5)+ 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
- Highly developed software and Microsoft Suite skills.
- Eligibility to work in the U.S. without sponsorship preferred
Benefits
- Health insurance
- Professional development programs
- Paid time off
- Flexible working hours
- Autonomy to own your schedule and career
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
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 managementcommunication skillsleadershipmentoringcounselingclient servicenetworking
Certifications
CPAJDEA