Baker Tilly US
Job Overview
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. 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.
Equal Opportunity 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.
Recruitment Policy Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e‑mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (“search firm”) for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly’s Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description 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. Additionally, you will mentor and coach a group of talented staff.
You’ll Enjoy This Role If
You are looking for an opportunity to expand your career in small business tax and accounting, becoming an expert to the clients you serve.
You can see yourself as a trusted business advisor, working face‑to‑face with clients to find creative solutions to complex accounting and business challenges.
You want to work for a leading CPA advisory firm that serves clients with transparency and integrity.
You value your development and want to work in a firm that provides autonomy to own your schedule and career through programs.
You want to contribute to your engagement team’s professional growth and enhance your own skills to build a career with opportunities now and for tomorrow.
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, plus 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 a work‑life balance.
Qualifications Successful candidates will have:
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, organization, interpersonal, project management and communication skills.
Ability to lead and supervise others, provide exceptional client service and demonstrate commitment to continuous learning.
Highly developed software and Microsoft Suite skills.
Eligibility to work in the U.S. without sponsorship preferred.
Compensation For California, Colorado, New York, Washington and remote roles: The compensation range for this role is $91,220 to $172,950. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Seniority level: Mid‑Senior level Employment type: Full‑time Job function: Finance and Sales Industries: Accounting #J-18808-Ljbffr
Equal Opportunity 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.
Recruitment Policy Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e‑mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (“search firm”) for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly’s Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description 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. Additionally, you will mentor and coach a group of talented staff.
You’ll Enjoy This Role If
You are looking for an opportunity to expand your career in small business tax and accounting, becoming an expert to the clients you serve.
You can see yourself as a trusted business advisor, working face‑to‑face with clients to find creative solutions to complex accounting and business challenges.
You want to work for a leading CPA advisory firm that serves clients with transparency and integrity.
You value your development and want to work in a firm that provides autonomy to own your schedule and career through programs.
You want to contribute to your engagement team’s professional growth and enhance your own skills to build a career with opportunities now and for tomorrow.
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, plus 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 a work‑life balance.
Qualifications Successful candidates will have:
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, organization, interpersonal, project management and communication skills.
Ability to lead and supervise others, provide exceptional client service and demonstrate commitment to continuous learning.
Highly developed software and Microsoft Suite skills.
Eligibility to work in the U.S. without sponsorship preferred.
Compensation For California, Colorado, New York, Washington and remote roles: The compensation range for this role is $91,220 to $172,950. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Seniority level: Mid‑Senior level Employment type: Full‑time Job function: Finance and Sales Industries: Accounting #J-18808-Ljbffr