Baker Tilly US
Sr Manager, Private Wealth Tax
Baker Tilly US, Walnut Creek, California, United States, 94598
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. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
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, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Senior Manager, Private Wealth Tax to join our growing High Net Worth Tax practice.
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 apply 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 participation in 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.
Qualifications Successful candidates will have:
An undergraduate degree in Accounting or related field required
CPA, EA, JD/LLM required
Eight (8) + years of experience in tax return review and planning for wealthy individuals, family members and their trusts, investment entities, and private businesses, including experience in personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow-through entities, partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers
Two (2)+ years of supervisory experience, mentoring and counseling associates desired
Ability to lead and supervise others, provide exceptional client service, stay current on applicable strategies, and maintain ethical standards with a sense of urgency and commitment to quality
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 but not limited to skills, experience, qualifications, and geographic location.
Additional Details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Sales
Industries: Accounting
Note: Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
End of Posting Referrals increase your chances of interviewing at Baker Tilly US by 2x
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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, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Senior Manager, Private Wealth Tax to join our growing High Net Worth Tax practice.
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 apply 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 participation in 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.
Qualifications Successful candidates will have:
An undergraduate degree in Accounting or related field required
CPA, EA, JD/LLM required
Eight (8) + years of experience in tax return review and planning for wealthy individuals, family members and their trusts, investment entities, and private businesses, including experience in personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow-through entities, partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers
Two (2)+ years of supervisory experience, mentoring and counseling associates desired
Ability to lead and supervise others, provide exceptional client service, stay current on applicable strategies, and maintain ethical standards with a sense of urgency and commitment to quality
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 but not limited to skills, experience, qualifications, and geographic location.
Additional Details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Sales
Industries: Accounting
Note: Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
End of Posting Referrals increase your chances of interviewing at Baker Tilly US by 2x
#J-18808-Ljbffr