Private Wealth Tax Manager — Lead & Grow

Baker Tilly International; Washington (District of Columbia); On-site; USD 108,000 - 161,000; Full time

Job summary

Baker Tilly is seeking a Tax Manager for its Private Wealth/High Net Worth team in Washington, DC. You will deliver tax compliance and advisory services to high-net-worth individuals and trusts, and work closely with leadership to grow client relationships and the business.

You will mentor staff, develop their technical skills, and play a key role in serving sophisticated clients while balancing engagement quality and deadlines.

Qualifications

• CPA, EA or Law license required or eligible.
• Minimum of five years in tax compliance and advisory in a professional services firm.
• Experience supervising staff and mentoring.

Responsibilities

• Prepare and review federal and state tax returns for high-net-worth individuals.
• Provide tax planning and advisory services to multi-generational families.
• Mentor and coach junior staff; manage engagements and deadlines.
• Collaborate with leadership to grow client service and firm revenue.

Skills

Tax planning

Team leadership

Client relationship management

Tax compliance

Communication

Project management

Education

Bachelor's degree in accounting

CPA/EA/Law license

Tools

Microsoft Office Suite

Job description

Baker Tilly is seeking a Tax Manager for its Private Wealth/High Net Worth team in Washington, DC. You will deliver tax compliance and advisory services to high-net-worth individuals and trusts, and work closely with leadership to grow client relationships and the business.

You will mentor staff, develop their technical skills, and play a key role in serving sophisticated clients while balancing engagement quality and deadlines.