Tax Manager - Private Wealth

Baker Tilly US; Washington (District of Columbia); On-site; USD 116,250 - 166,300; Full time

Job summary

Baker Tilly US is seeking a Tax Manager for its New York and Washington, DC offices. You will deliver tax and advisory services to private wealth clients, coach staff, and help build the business with leadership. This is a fast‑growing firm offering upward trajectory and flexible work options.

You will supervise client engagements, ensure compliance, and identify process improvements while maintaining excellent client service and relationships across offices.

Qualifications

• Minimum of a 4-year degree; CPA, EA or Law License preferred.
• Five (5) years of experience in tax, accounting or advisory services.
• Preferred: Bachelor's in accounting, master's or advanced degree.

Responsibilities

• Be an advisor delivering tax, accounting and advisory services to private wealth clients.
• Oversee accounting, bookkeeping and financial statement preparation or compilation.
• Review client accounting records and discuss findings with clients.
• Deliver excellent client service, ensuring responsiveness and accuracy.
• Lead client engagements and drive process improvements and efficiency.
• Manage client relationships and assist team leaders with staffing, billing and profitability targets.
• Delegate work effectively, set goals and meet deadlines for delivery.
• Maintain knowledge of local, state and federal tax practices and laws.
• Support development of team members and participate in firm learning programs.
• Collaborate with colleagues to build strong internal and external relationships.

Skills

Management

Analytical skills

Organization

Interpersonal skills

Project management

Communication

Education

4-year degree

CPA, EA or Law License

Bachelor's in accounting / master desirable

Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e‑mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Responsibilities

Job Description

Join Baker Tilly as a Tax Manager with our New York office! This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to small business clients. You will work side‑by‑side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a coach to a group of talented staff, utilizing your experience to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

You’ll Enjoy This Role If

• You are looking for an opportunity to expand your career in Private Wealth tax and accounting, becoming an expert to the clients you serve
• You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
• You want to work for a leading CPA advisory firm who serves their clients with their clients' and employees' best interests in mind and are transparent in their decisions
• You want to contribute to your engagement team’s professional growth and enhance your own skills to build a career with opportunities now, for tomorrow

What You Will Do

• Be a trusted member of the team providing various tax, accounting and advisory services to private wealth clients including ultra high net worth families, closely held businesses and trust and estate work
• Oversee and provide services pertaining to accounting, bookkeeping and prepared or compiled financials.
• Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with client to discuss accounting and business matters
• Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate
• Lead and plan client engagements, and continuously evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of internal control issues
• Provide recommendations for business and process improvements based upon knowledge gained relative to the client’s operations, processes, and business objectives
• Manage and build client relationships, act as liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to client
• Effectively delegate and oversee the work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations for delivery
• Maintain current knowledge of local, state, and federal tax practices and laws
• Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
• Invest in your professional development individually and through participation in firm wide learning and development programs
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
• Enjoy friendships, social activities and team outings that encourage a work‑life balance

Minimum Required Qualifications

• 4-year degree
• CPA, EA or Law License
• Five (5) years of experience

Preferred Qualifications

• Bachelor's degree in accounting, master's or advanced degree desirable
• Five (5)+ years of experience providing federal and state tax compliance, accounting and advisory services in a professional services firm
• Two (2)+ years of supervisory experience, mentoring and counseling associates
• Experience working with Private Wealth and family office clients a plus
• Demonstrated management, analytical, organization, interpersonal, project management, communication skills
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
• Ability to work without sponsorship preferred

The pay rate ranges for this job position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant's skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

In Uniondale, NY and Washington, DC: the pay range is $116,250 to $159,640

In New York, NY: the pay range is $126,500 to $166,300