Tax Manager – Private Wealth & Financial Services (Hybrid)

Baker Tilly (US); Uniondale (NY); On-site; USD 108,000 - 161,000; Full time

Job summary

Baker Tilly is seeking a Tax Manager for our New York office to deliver tax and business advisory services to private wealth clients. You will work with firm leadership, coach staff, and help develop technical and professional skills while contributing to the firm’s growth and client service excellence.

You will oversee engagements, lead teams, and manage client relationships, ensuring high-quality service and timely completion of projects in a fast-paced environment.

Qualifications

• CPA, EA or Law License required.
• Minimum of five years of professional experience in tax advisory, accounting or related field.
• Bachelor’s degree (4-year) or equivalent required.

Responsibilities

• Be a trusted member delivering tax, accounting and advisory services to private wealth clients.
• Oversee accounting, bookkeeping and financial statement preparation.
• Review and discuss accounting records with clients, provide analysis and consultation.
• Deliver excellent client service, being responsive, timely, professional and accurate.

Skills

CPA/EA/Law license

Five years experience

Education

4-year degree

Job description

Baker Tilly is seeking a Tax Manager for our New York office to deliver tax and business advisory services to private wealth clients. You will work with firm leadership, coach staff, and help develop technical and professional skills while contributing to the firm’s growth and client service excellence.

You will oversee engagements, lead teams, and manage client relationships, ensuring high-quality service and timely completion of projects in a fast-paced environment.