Private Wealth Tax Manager — Trusted Advisor & Mentor

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

Benefits offered by this job

My Time Off

My Development

Dress for Your Day

Job summary

Baker Tilly is seeking a Tax Manager to join our Private Wealth/High Net Worth team. You will deliver tax and business advisory services and tax compliance to high-net-worth individuals and trusts, mentoring staff and collaborating with firm leadership.

You will help develop client relationships, provide solutions, and contribute to the firm’s growth, with opportunities for upward trajectory and flexible work arrangements.

Qualifications

• 4-year degree required.
• CPA, EA or Law License required.
• Five (5) years of experience required.
• Two (2)+ years of supervisory experience preferred.
• Strong analytical, organizational and communication skills.

Responsibilities

• Provide compliance and consulting services to high-net-worth individuals and families.
• Prepare complex tax returns (individual, partnership, S-corp, trust, estate, gift) and state tax returns.
• Deliver proactive tax planning and strategic consulting for clients.
• Mentor and coach staff; participate in firm-wide learning and development programs.
• Network and build client relationships; support the growth of the engagement team.

Skills

CPA

EA license or Law license

Five years experience

Supervisory experience

Microsoft Office

Client service

Project management

Communication skills

Education

4-year degree

Bachelor’s degree in accounting

Tools

Microsoft Suite

Job description

Baker Tilly is seeking a Tax Manager to join our Private Wealth/High Net Worth team. You will deliver tax and business advisory services and tax compliance to high-net-worth individuals and trusts, mentoring staff and collaborating with firm leadership.

You will help develop client relationships, provide solutions, and contribute to the firm’s growth, with opportunities for upward trajectory and flexible work arrangements.