Tax Manager - Private Wealth & Financial Services

Baker Tilly Advisory Group, LP; New York (NY); On-site; USD 108,000 - 168,000; Full time

Job summary

Baker Tilly Advisory Group, LP in New York is seeking a Tax Manager to deliver tax and business advisory services to Financial Services clients. You will coach staff and partner with leadership to drive client success and firm growth.

You will oversee tax compliance, planning and advisory engagements for ultra high net worth individuals and closely held entities, while building lasting client relationships and pursuing ongoing professional development within the firm.

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 Asset Management 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.
• Ability to work without sponsorship preferred.
• #LI-CJ1

Responsibilities

• 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.

Skills

Tax advisory

Client relationship management

Staff mentoring

Leadership

Project management

Communication skills

Education

CPA/EA/Law license

Bachelor's degree in accounting or related field

Job description

Baker Tilly Advisory Group, LP in New York is seeking a Tax Manager to deliver tax and business advisory services to Financial Services clients. You will coach staff and partner with leadership to drive client success and firm growth.

You will oversee tax compliance, planning and advisory engagements for ultra high net worth individuals and closely held entities, while building lasting client relationships and pursuing ongoing professional development within the firm.