Tax Manager, Private Wealth

Baker Tilly US

Tax Manager providing tax and business advisory services for high-net-worth individuals at Baker Tilly. Collaborating closely with leadership in a growing CPA firm to deliver complex financial solutions.

Posted 5/7/2026full-timePhiladelphia • Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $92,000 - $146,340 per yearWebsite

About the role

Key responsibilities & impact

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 your entrepreneurial skills to network and build strong relationships internally and externally with clients
Support the growth and development of team members
Enjoy friendships, social activities and team outings that encourage a work-life balance

Requirements

What you’ll need

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.

Benefits

Comp & perks

Comprehensive compensation and benefits package

ATS Keywords

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Applicant Tracking System Keywords

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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 skillsleadershipmentoringcoachingrelationship buildingcommitment to continuous learning

Certifications

CPAJDEA