Private Wealth Tax Manager — Trusted Advisor & Leader

Baker Tilly International; Uniondale (NY); On-site; USD 126,500 - 166,300; Full time

Benefits offered by this job

Comprehensive compensation and benefits package

Professional development opportunities

Work-life balance initiatives

Job summary

A leading advisory firm is seeking a Tax Manager for their New York office. This role involves delivering tax and business advisory services to private wealth clients, including ultra-high-net-worth families. The ideal candidate will have over 5 years of tax compliance experience and a CPA. Strong communication and management skills are required. The firm offers competitive compensation, professional development, and a commitment to work-life balance.

Qualifications

• 5+ years of experience providing federal and state tax compliance.
• 2+ years of supervisory experience mentoring associates.
• Ability to lead, supervise others, and provide exceptional client service.

Responsibilities

• Provide tax, accounting, and advisory services to private wealth clients.
• Review and analyze accounting records and provide consultation to clients.
• Lead and plan client engagements and evaluate processes for efficiency.

Skills

Client service

Analytical skills

Communication skills

Project management

Interpersonal skills

Education

Bachelor's degree in accounting

CPA, EA or JD

Master's or advanced degree

Tools

Microsoft Suite

Job description

A leading advisory firm is seeking a Tax Manager for their New York office. This role involves delivering tax and business advisory services to private wealth clients, including ultra-high-net-worth families. The ideal candidate will have over 5 years of tax compliance experience and a CPA. Strong communication and management skills are required. The firm offers competitive compensation, professional development, and a commitment to work-life balance.