Private Wealth Tax Manager | Advisory & Growth

Baker Tilly US; Washington (District of Columbia); On-site; USD 116,250 - 166,300; Full time

Job summary

Baker Tilly US is seeking a Tax Manager for its New York and Washington, DC offices. You will deliver tax and advisory services to private wealth clients, coach staff, and help build the business with leadership. This is a fast‑growing firm offering upward trajectory and flexible work options.

You will supervise client engagements, ensure compliance, and identify process improvements while maintaining excellent client service and relationships across offices.

Qualifications

• Minimum of a 4-year degree; CPA, EA or Law License preferred.
• Five (5) years of experience in tax, accounting or advisory services.
• Preferred: Bachelor's in accounting, master's or advanced degree.

Responsibilities

• Be an advisor delivering tax, accounting and advisory services to private wealth clients.
• Oversee accounting, bookkeeping and financial statement preparation or compilation.
• Review client accounting records and discuss findings with clients.
• Deliver excellent client service, ensuring responsiveness and accuracy.
• Lead client engagements and drive process improvements and efficiency.
• Manage client relationships and assist team leaders with staffing, billing and profitability targets.
• Delegate work effectively, set goals and meet deadlines for delivery.
• Maintain knowledge of local, state and federal tax practices and laws.
• Support development of team members and participate in firm learning programs.
• Collaborate with colleagues to build strong internal and external relationships.

Skills

Management

Analytical skills

Organization

Interpersonal skills

Project management

Communication

Education

4-year degree

CPA, EA or Law License

Bachelor's in accounting / master desirable

Job description

Baker Tilly US is seeking a Tax Manager for its New York and Washington, DC offices. You will deliver tax and advisory services to private wealth clients, coach staff, and help build the business with leadership. This is a fast‑growing firm offering upward trajectory and flexible work options.

You will supervise client engagements, ensure compliance, and identify process improvements while maintaining excellent client service and relationships across offices.