Tax Senior Manager, Private Wealth

Baker Tilly US; Frisco (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

A leading advisory firm in Frisco, TX is seeking a Mid-Senior level tax consultant to provide compliance and consulting services to high-net-worth clients. The ideal candidate will have over 8 years of tax planning experience and a strong background in personal and trust taxation. This role requires a CPA or equivalent qualification and offers full-time employment with opportunities for professional development.

Qualifications

• Minimum 8 years of experience in tax return review and planning.
• Experience with personal, trust, estate, and gift taxation.
• Two years of supervisory experience preferred.

Responsibilities

• Provide compliance and consulting to high-net-worth individuals.
• Perform technical review of complex tax returns.
• Lead engagements delivering proactive tax planning.

Skills

Tax planning

Client relationship management

Technical tax review

Leadership

Communication

Education

Undergraduate degree in Accounting

CPA, MST or JD/LLM

Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP 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.

Location: Frisco, TX

Responsibilities

• Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities.


• Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns.


• Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax.


• Advise and make recommendations to clients on business succession planning.


• Build on technical competence by keeping up-to-date on trends, developments and technical authorities and applying them to complex situations.


• Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met.


• Utilize entrepreneurial skills to network and build strong relationships internally and externally with clients.


• Invest in professional development individually and through 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.

Qualifications

• An undergraduate degree in Accounting or related field required.


• CPA, MST or JD/LLM required.


• Eight (8) or more years of experience in tax return review and planning for wealthy individuals, family members and their trusts, investment entities, and private businesses, with strong experience in personal taxation, trust taxation, estate & gift taxation, charitable taxation, and exposure to flow-through entities, partnership taxation and corporate taxation, including SALT/Franchise tax for multi-state filers.


• Two (2) or more years of supervisory experience, mentoring and counseling associates desired.


• Ability to lead and supervise others, provide exceptional client service, stay current on applicable tax strategies, and demonstrate ethical knowledge and commitment to quality and timely completion of projects.


• Eligibility to work in the U.S., without sponsorship, highly preferred.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Note: This listing may include additional context and related roles for economic opportunity and recruiting purposes.