Private Wealth Tax Senior Manager — Estate & Trust Lead

Baker Tilly (US); Frisco (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

A leading advisory firm in Frisco, TX is seeking a Mid-Senior level tax consultant to provide compliance and consulting services to high-net-worth clients. The ideal candidate will have over 8 years of tax planning experience and a strong background in personal and trust taxation. This role requires a CPA or equivalent qualification and offers full-time employment with opportunities for professional development.

Qualifications

• Minimum 8 years of experience in tax return review and planning.
• Experience with personal, trust, estate, and gift taxation.
• Two years of supervisory experience preferred.

Responsibilities

• Provide compliance and consulting to high-net-worth individuals.
• Perform technical review of complex tax returns.
• Lead engagements delivering proactive tax planning.

Skills

Tax planning

Client relationship management

Technical tax review

Leadership

Communication

Education

Undergraduate degree in Accounting

CPA, MST or JD/LLM

Job description

A leading advisory firm in Frisco, TX is seeking a Mid-Senior level tax consultant to provide compliance and consulting services to high-net-worth clients. The ideal candidate will have over 8 years of tax planning experience and a strong background in personal and trust taxation. This role requires a CPA or equivalent qualification and offers full-time employment with opportunities for professional development.