Tax Manager, Private Wealth & Advisory Lead

Baker Tilly (US); Philadelphia (Philadelphia County); On-site; USD 113,000 - 168,000; Full time

Job summary

Baker Tilly is seeking a Tax Manager to join our New York office, delivering tax and business advisory services to private wealth clients including ultra high net worth families and closely held businesses. You will work closely with firm leadership, coach staff, and contribute to tax compliance and advisory work that impacts clients and the firm’s success.

You will supervise engagements, manage client relationships, and help develop the team while maintaining up-to-date knowledge of tax

Qualifications

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

Responsibilities

• Be a trusted member of the team providing 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 Baker Tilly Care and Teach philosophy

Skills

Tax knowledge

Client service

Team leadership

Communication skills

Analytical skills

Education

4-year degree

CPA/EA or Law License

Bachelor's in accounting

Job description

Baker Tilly is seeking a Tax Manager to join our New York office, delivering tax and business advisory services to private wealth clients including ultra high net worth families and closely held businesses. You will work closely with firm leadership, coach staff, and contribute to tax compliance and advisory work that impacts clients and the firm’s success.

You will supervise engagements, manage client relationships, and help develop the team while maintaining up-to-date knowledge of tax