Private Wealth Tax Manager — HNW Advisory

Baker Tilly US; Philadelphia (Philadelphia County); Vor Ort; USD 92.000 - 146.340; Vollzeit

Zusammenfassung

Baker Tilly US, a leading CPA advisory firm, seeks a Tax Manager for its Private Wealth/High Net Worth team in the Philadelphia area. You will deliver tax compliance and strategic advisory services to high‑net‑worth individuals and trusts, collaborating with firm leadership and mentoring staff.

The role offers growth with upward career trajectory, flexible work arrangements, and a focus on developing client relationships.

Qualifikationen

• 4-year degree; CPA, Law License or Enrolled Agent
• Minimum five (5) years of federal and state tax compliance, accounting and advisory services in a professional services firm
• Two (2)+ years of supervisory experience, mentoring and counseling associates preferred
• Demonstrated management, analytical, organization, interpersonal, project management, communication skills
• Ability to lead and supervise others, provide exceptional client service, stay current on strategies
• Highly developed software and Microsoft Suite skills
• Eligibility to work in the U.S. without sponsorship preferred

Aufgaben

• Assist in providing compliance and consulting services to high‑net‑worth individuals, multi‑generational 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

Kenntnisse

Leadership

Communication

Project management

Client service

Analytical skills

Ausbildung

CPA, Enrolled Agent or Law License

Tools

Microsoft Office

Jobbeschreibung

Baker Tilly US, a leading CPA advisory firm, seeks a Tax Manager for its Private Wealth/High Net Worth team in the Philadelphia area. You will deliver tax compliance and strategic advisory services to high‑net‑worth individuals and trusts, collaborating with firm leadership and mentoring staff.

The role offers growth with upward career trajectory, flexible work arrangements, and a focus on developing client relationships.