Baker Tilly US
Overview
Baker Tilly is a leading advisory, tax and assurance firm providing clients with coast-to-coast and global advantages in major U.S. regions and worldwide 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. Baker Tilly, trading as Baker Tilly, is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Responsibilities
Job Description: Baker Tilly has an incredible career opportunity for a Senior Manager, Private Wealth Tax to join our growing High Net Worth Tax practice. Our Private Wealth practice helps executives, business owners, affluent families and family offices, estates, and trusts in managing, preserving and transitioning wealth. Our consulting professionals provide comprehensive strategic income, trust, estate and gift tax, succession planning, valuation and international tax services. 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 delivering 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 staying 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 Baker Tilly Care and Teach philosophy, helping associates meet their professional goals. What You’ll Do
Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities. Lead and manage engagements with technical reviews of complex tax returns and planning, and provide strategic recommendations. Qualifications
Successful candidates will have: An undergraduate degree in Accounting or related field required CPA, EA, 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, including personal, trust, estate and gift taxation, charitable taxation, with 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 with applicable strategies, and maintain a sense of urgency and commitment to quality and timely completion of projects Eligibility to work in the U.S., without sponsorship, highly preferred The compensation range for this role is $122,300 to $231,870. Actual compensation is influenced by a variety of factors including skills, experience, qualifications, and geographic location. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Accounting
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Baker Tilly is a leading advisory, tax and assurance firm providing clients with coast-to-coast and global advantages in major U.S. regions and worldwide 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. Baker Tilly, trading as Baker Tilly, is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Responsibilities
Job Description: Baker Tilly has an incredible career opportunity for a Senior Manager, Private Wealth Tax to join our growing High Net Worth Tax practice. Our Private Wealth practice helps executives, business owners, affluent families and family offices, estates, and trusts in managing, preserving and transitioning wealth. Our consulting professionals provide comprehensive strategic income, trust, estate and gift tax, succession planning, valuation and international tax services. 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 delivering 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 staying 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 Baker Tilly Care and Teach philosophy, helping associates meet their professional goals. What You’ll Do
Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities. Lead and manage engagements with technical reviews of complex tax returns and planning, and provide strategic recommendations. Qualifications
Successful candidates will have: An undergraduate degree in Accounting or related field required CPA, EA, 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, including personal, trust, estate and gift taxation, charitable taxation, with 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 with applicable strategies, and maintain a sense of urgency and commitment to quality and timely completion of projects Eligibility to work in the U.S., without sponsorship, highly preferred The compensation range for this role is $122,300 to $231,870. Actual compensation is influenced by a variety of factors including skills, experience, qualifications, and geographic location. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Accounting
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