Baker Tilly US
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. 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. Join Baker Tilly as a
Tax Manager
with our Private Wealth/High Net Worth team. This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to small business clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm’s success. You will mentor and coach a group of talented staff, utilizing your experience to help develop their technical and professional skills. If you are invigorated by these challenges, this could be the right opportunity for you. The firm offers upward career trajectory, flexibility in how and where you work, and meaningful relationships with clients, teammates and leadership who care about your development. What You Will Do
Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities Perform complex individual, partnership, S-corp, trust, estate, gift and state tax returns Work on multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation-skipping tax Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations
Learn and grow from direct and on-the-job coaching and mentoring along with participating in firm-wide learning and development programs Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients Support the growth and development of team members Enjoy friendships, social activities and team outings that encourage work-life balance Qualifications
Bachelor’s degree in accounting from an accredited college/university; Licensed CPA, JD, or EA Five (5)+ years of experience providing federal and state tax compliance, accounting and advisory services in a professional services firm Two (2)+ years of supervisory experience, mentoring and counseling associates Demonstrated management, analytical, organizational, interpersonal, project management and communication skills Ability to lead and supervise others, provide exceptional client service, stay current with applicable strategies, see the big picture as well as the details, uphold ethical standards and a sense of urgency Highly developed software and Microsoft Suite skills Eligibility to work in the U.S. without sponsorship preferred For California, Colorado, New York, Washington and remote roles: compensation range is $91,220 to $172,950. Actual compensation is influenced by factors including skills, experience, qualifications, and geographic location Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Industries: Accounting Referrals increase your chances of interviewing at Baker Tilly US by 2x
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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. 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. Join Baker Tilly as a
Tax Manager
with our Private Wealth/High Net Worth team. This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to small business clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm’s success. You will mentor and coach a group of talented staff, utilizing your experience to help develop their technical and professional skills. If you are invigorated by these challenges, this could be the right opportunity for you. The firm offers upward career trajectory, flexibility in how and where you work, and meaningful relationships with clients, teammates and leadership who care about your development. What You Will Do
Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities Perform complex individual, partnership, S-corp, trust, estate, gift and state tax returns Work on multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation-skipping tax Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations
Learn and grow from direct and on-the-job coaching and mentoring along with participating in firm-wide learning and development programs Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients Support the growth and development of team members Enjoy friendships, social activities and team outings that encourage work-life balance Qualifications
Bachelor’s degree in accounting from an accredited college/university; Licensed CPA, JD, or EA Five (5)+ years of experience providing federal and state tax compliance, accounting and advisory services in a professional services firm Two (2)+ years of supervisory experience, mentoring and counseling associates Demonstrated management, analytical, organizational, interpersonal, project management and communication skills Ability to lead and supervise others, provide exceptional client service, stay current with applicable strategies, see the big picture as well as the details, uphold ethical standards and a sense of urgency Highly developed software and Microsoft Suite skills Eligibility to work in the U.S. without sponsorship preferred For California, Colorado, New York, Washington and remote roles: compensation range is $91,220 to $172,950. Actual compensation is influenced by factors including skills, experience, qualifications, and geographic location Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Industries: Accounting Referrals increase your chances of interviewing at Baker Tilly US by 2x
#J-18808-Ljbffr