Tax Manager - Private Wealth

Job title: Tax Manager - Private Wealth

About the Role As a Tax Manager in our New York office, you will be a valued advisor delivering tax and business advisory services and tax compliance to private wealth clients. You will work side-by-side with firm leadership to serve clients and build the business, and you will coach a group of talented staff to develop their technical and professional skills.

What You'll Do

• Provide tax, accounting and advisory services to private wealth clients including ultra high net worth families, closely held businesses and trust and estate work
• Oversee and provide services pertaining to accounting, bookkeeping and prepared or compiled financials
• Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with client to discuss accounting and business matters
• Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate
• Lead and plan client engagements, and continuously evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of internal control issues
• Provide recommendations for business and process improvements based upon knowledge gained relative to the client’s operations, processes, and business objectives
• Manage and build client relationships, act as liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to client
• Effectively delegate and oversee the work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations for delivery
• Maintain current knowledge of local, state, and federal tax practices and laws
• Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
• Invest in your professional development individually and through participation in firm wide learning and development programs
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping

What We're Looking For

• You are looking for an opportunity to expand your career in Private Wealth 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 who serves their clients with their clients’ and employees’ best interests in mind and are transparent in their decisions
• You want to contribute to your engagement team’s professional growth and enhance your own skills to build a career with opportunities now, for tomorrow
• You’ll enjoy working for one of the fastest growing firms in the nation, with upward career trajectory, flexibility in how and where you work, and meaningful relationships with clients, teammates and leadership who care about your development

Compensation & Benefits

• Salary information is not disclosed in the posting
• Opportunities for upward career trajectory and flexibility in how and where you work
• Access to firm-wide learning and development programs and Baker Tilly’s Care and Teach philosophy to support your growth