Private Wealth Tax Manager | Growth & Leadership

Baker Tilly Advisory Group, LP; Seattle (WA); Presencial; USD 90.000 - 134.000; Jornada completa

Descripción de la vacante

Baker Tilly Advisory Group, LP invites a Tax Manager to join our Private Wealth/High Net Worth team in NorCal. You will deliver tax compliance, advisory services and tax planning for high-net-worth clients, partnering with leadership to serve clients and grow the business.

You will mentor staff and help develop their skills in a fast-growing national firm. You will work with experienced leaders, manage complex engagements, and contribute to a culture that emphasizes client service, ethical

Formación

• 4-year degree CPA, Law License, or EA.
• Five (5) years of experience.
• Bachelor's, master's, or advanced degree in accounting.
• Five (5)+ years of experience providing federal tax compliance and consulting services in a public accounting firm.
• Two (2)+ years of supervisory experience, mentoring and counseling associates.
• Private Wealth industry experience preferred.
• Demonstrated management, analytical, organization, interpersonal, project management, communication skills.
• Ability to lead and supervise others, provide exceptional client service, demonstrate ethical knowledge and commitment.

Responsabilidades

• 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.
• Prepare complex tax returns: individuals, partnerships, S-corps, trusts, estates, gifts and state tax returns.
• Execute proactive tax planning and strategic consulting including estate, gift, charitable planning and generation-skipping tax.
• Stay current on tax trends and authorities; apply to complex scenarios.
• Learn and grow through coaching and firm-wide development programs.
• Build relationships with clients and internally to grow the practice.
• Support team development and mentoring of staff.
• Contribute to engagement success and maintain work-life balance.

Conocimientos

Leadership

Analytical skills

Communication skills

Interpersonal skills

Project management

Educación

CPA, Law License, or EA

Bachelor/Master/Advanced degree in accounting

Herramientas

Microsoft Office

Descripción del empleo

Baker Tilly Advisory Group, LP invites a Tax Manager to join our Private Wealth/High Net Worth team in NorCal. You will deliver tax compliance, advisory services and tax planning for high-net-worth clients, partnering with leadership to serve clients and grow the business.

You will mentor staff and help develop their skills in a fast-growing national firm. You will work with experienced leaders, manage complex engagements, and contribute to a culture that emphasizes client service, ethical