Tax Manager – Private Wealth, Flexible Schedule

Baker Tilly International; Miami (FL); On-site; USD 90,000 - 134,000; Full time

Job summary

Baker Tilly is seeking a Manager of Tax Services for Private Wealth to deliver tax planning, compliance and advisory services to high-net-worth clients. The role involves collaborating with firm leadership and coaching staff to drive client outcomes and growth.

Ideal candidates hold a CPA or JD with 5+ years tax experience, strong client-service skills, and proven ability to manage engagements and teams in a large professional services environment. Full-time position in Florida.

Qualifications

• Bachelor's degree in accounting; CPA or JD required.
• 5+ years of tax experience in a professional services environment.
• Proven ability to supervise staff and manage client engagements.
• Strong client service and communication skills.

Responsibilities

• Oversee and perform tax compliance, planning and advisory work for private wealth clients.
• Lead client engagements and manage engagement teams with a focus on quality and timeliness.
• Mentor and develop staff to strengthen technical and professional skills.
• Maintain up-to-date knowledge of federal and state tax laws and industry practices.

Skills

Tax compliance

Accounting

Advisory services

Supervision

CPA or JD

Client service

Education

Bachelor's degree in accounting

CPA or JD

Master's degree desirable

Tools

Microsoft Office

Accounting software

Job description

Baker Tilly is seeking a Manager of Tax Services for Private Wealth to deliver tax planning, compliance and advisory services to high-net-worth clients. The role involves collaborating with firm leadership and coaching staff to drive client outcomes and growth.

Ideal candidates hold a CPA or JD with 5+ years tax experience, strong client-service skills, and proven ability to manage engagements and teams in a large professional services environment. Full-time position in Florida.