Tax Manager (Private Wealth)

Location: New York City, New York, USA; work location status to be confirmed with a Baker Tilly talent acquisition professional

Salary: $112,500–$168,000 annually in New York, NY; other listed ranges are $108,000–$161,200 in Uniondale, NY and Washington, DC, and $103,500–$154,500 in Tewksbury, MA.

Company

Baker Tilly is an advisory, tax, assurance, and business services firm operating through a global network of independent firms.

What you will do

• Deliver tax, accounting, bookkeeping, financial reporting, and business advisory services to private wealth clients, including ultra-high-net-worth families, closely held businesses, and trust and estate clients.
• Review accounting records and reporting, provide analysis and consultation, and communicate with clients about accounting and business matters.
• Lead and plan client engagements, improve processes, identify internal control issues, and recommend business and operational improvements.
• Build client relationships, resolve issues, support additional services, and maintain responsive, accurate, and professional client service.
• Delegate and oversee work, manage staffing, billing and collections, and help meet client profitability targets.
• Maintain knowledge of tax practices and laws while coaching and developing team members.

Requirements

• Four-year degree.
• CPA, EA, or law license required.
• At least five years of experience required.

Nice to have

• Bachelor’s degree in accounting; a master’s or advanced degree is desirable.
• Five or more years of federal and state tax compliance, accounting, and advisory experience in a professional services firm.
• Two or more years of supervisory experience, including mentoring and counseling associates.
• Experience with Private Wealth and family office clients.
• Management, analytical, organizational, interpersonal, project management, and communication skills.
• Ability to lead and supervise others, provide exceptional client service, maintain ethical and technical knowledge, see both the big picture and details, and complete projects with urgency and quality.
• Ability to work without sponsorship.

Culture & Benefits

• Full-time employment with flexibility in how and where work is completed, subject to role-specific work location requirements.
• Professional development through firm-wide learning and development programs.
• Support for team member growth through the Baker Tilly Care and Teach philosophy.
• Work-life balance supported through friendships, social activities, and team outings.
• Eligible employees receive a compensation and benefits package.