Private Wealth Tax Manager - Flexible Hours & Growth

Baker Tilly Canada; McLean (VA); On-site; USD 108,000 - 161,000; Full time

Benefits offered by this job

Flexible schedule

My Time Off

My Development

Dress for Your Day

Autonomy to manage schedule

Job summary

Baker Tilly in McLean, VA seeks a Tax Manager for our Private Wealth/High Net Worth team. You will deliver tax and advisory services to high-net-worth individuals and trusts, work with firm leadership, and mentor staff to strengthen technical and professional skills.

In this role you will manage compliance for individuals, trusts, and related entities, provide proactive planning, and help grow client relationships while balancing an emphasis on work-life balance and professional development

Qualifications

• Bachelor's degree in accounting required.
• CPA/EA or law license preferred.
• Demonstrated ability to manage complex tax compliance for high-net-worth clients.

Responsibilities

• Prepare complex individual, partnership, S-Corp, trust, estate, and gift tax returns.
• Deliver proactive tax planning and advisory services to high-net-worth individuals and families.
• Mentor and supervise staff; collaborate with leadership to serve clients.
• Stay up-to-date on tax authorities, trends and technical guidance to apply to client scenarios.

Skills

Tax advisory

Client service

Leadership

Communication

Project management

Education

Bachelor's degree in accounting

CPA/EA or Law license

Master's degree desirable

Tools

Microsoft Office

Job description

Baker Tilly in McLean, VA seeks a Tax Manager for our Private Wealth/High Net Worth team. You will deliver tax and advisory services to high-net-worth individuals and trusts, work with firm leadership, and mentor staff to strengthen technical and professional skills.

In this role you will manage compliance for individuals, trusts, and related entities, provide proactive planning, and help grow client relationships while balancing an emphasis on work-life balance and professional development