Private Wealth Tax Manager | High Net Worth Advisory

Baker Tilly Advisory Group; Tewksbury (MA); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

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Job summary

Baker Tilly Advisory Group in Massachusetts is seeking a Tax Manager to join the Private Wealth/High Net Worth team. You will deliver tax compliance and advisory services to high-net-worth individuals and family offices, working closely with firm leadership to serve clients and grow the business.

You will mentor staff, develop technical skills, and help design proactive planning strategies across estates, gifts and generations while maintaining client relationships and high service standards.

Qualifications

• Tax experience with high-net-worth individuals required.
• Ability to handle complex estate, gift, trust, and state tax returns.
• Strong client service and mentoring skills.

Responsibilities

• 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, so

Skills

Tax compliance

Client advisory

Mentoring staff

Strategic planning

Job description

Baker Tilly Advisory Group in Massachusetts is seeking a Tax Manager to join the Private Wealth/High Net Worth team. You will deliver tax compliance and advisory services to high-net-worth individuals and family offices, working closely with firm leadership to serve clients and grow the business.

You will mentor staff, develop technical skills, and help design proactive planning strategies across estates, gifts and generations while maintaining client relationships and high service standards.