Tax Manager - Private Wealth

Location: New York City, USA — New York office, 66 Hudson Blvd E

Salary: $126,500–$166,300 annually in New York, NY

Company

Baker Tilly is a large advisory, tax, assurance, and business consulting firm serving clients across the United States and global financial centers.

What you will do

• Provide tax, accounting, and advisory services to private wealth clients, including ultra-high-net-worth families, closely held businesses, and trust and estate clients.
• Oversee bookkeeping, accounting, and prepared or compiled financial statements.
• Review accounting records and reporting, analyze results, and advise clients on accounting and business matters.
• Lead and plan client engagements, improve service processes, and identify internal control issues.
• Manage client relationships, resolve issues, support billing and collections, and help meet profitability targets.
• Delegate work, supervise staff, and support associates’ technical and professional development.

Requirements

• Four-year degree.
• CPA, EA, or law license.
• At least five years of professional experience.
• Experience with federal and state tax compliance, accounting, and advisory services.
• Strong management, analytical, organizational, interpersonal, communication, and project management skills.
• Ability to work in the United States without sponsorship is preferred.

Nice to have

• Bachelor’s degree in accounting and a master’s or other advanced degree.
• Two or more years of supervisory experience, including mentoring and counseling associates.
• Experience with private wealth and family office clients.

Culture & Benefits

• Comprehensive compensation and benefits package for eligible employees.
• Flexible approach to how and where work is completed, subject to role-specific requirements.
• Firm-wide learning and development programs.
• Emphasis on client service, ethical conduct, continuous learning, and work-life balance.
• Team friendships, social activities, and outings.