Private Wealth Tax Manager - Client Advisory Lead

Baker Tilly International; Madison (WI); On-site; USD 90,000 - 134,000; Full time

Job summary

Baker Tilly in Madison is seeking a Tax Manager focused on Private Wealth to deliver tax and advisory services to clients. You will lead engagements, mentor staff, and collaborate with firm leadership to grow the practice.

The role requires a CPA, law license, or EA, a 4-year degree, 5+ years of public accounting tax experience, and strong client service, leadership, and project management skills. On-site in Madison with a competitive compensation package.

Qualifications

• 4-year degree.
• CPA, Law License, or EA.
• 5+ years of public accounting tax experience or equivalent.

Responsibilities

• Lead tax engagements for private wealth clients with advisory and compliance work.
• Mentor and coach staff to develop technical and professional skills.
• Oversee client relationships, staffing, and profitability targets.
• Collaborate with firm leadership to drive growth of the Madison practice.
• Ensure timely, accurate delivery and high-level client service.

Skills

Leadership

Client service

Project management

Communication

Analytical thinking

Interpersonal skills

Education

Bachelor’s degree or higher

CPA or equivalent (EA/Law License)

Tools

Microsoft Office

Tax software

Job description

Baker Tilly in Madison is seeking a Tax Manager focused on Private Wealth to deliver tax and advisory services to clients. You will lead engagements, mentor staff, and collaborate with firm leadership to grow the practice.

The role requires a CPA, law license, or EA, a 4-year degree, 5+ years of public accounting tax experience, and strong client service, leadership, and project management skills. On-site in Madison with a competitive compensation package.