Tax Senior Manager, High Net Wealth

8-8 yrs required

Full-time

No

# Tax Senior Manager, High Net Wealth

Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the . and in many of the world’s leading financial centers. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of billion.

Baker Tilly offers an incredible career opportunity for a Tax Senior Manager, High Net Wealth to join their Private Wealth practice. The Private Wealth practice provides comprehensive strategic income, trust, estate and gift tax, succession planning, valuation and international tax services to company executives, business owners, affluent families and family offices, estates, and trusts in managing, preserving and transitioning wealth.

## Responsibilities

* 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 growth and development of team members through the 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, MST or JD/LLM required
* Eight (8) + year(s) experience in tax return review and planning for wealthy individuals, family members and their trusts, investment entities, and private businesses. This includes strong 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 filer
* Two (2)+ year(s) of supervisory experience, mentoring and counseling associates desired
* Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
* Eligibility to work in the ., without sponsorship, highly preferred

## Salary

For California, Colorado, New York and Washington: The compensation range for this role is $108,730 to $230,480. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Mentoring and Counseling Associates

CPA, MST or JD/LLM

Undergraduate degree in Accounting or related field

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Qualification and Experience Undergraduate degree in Accounting or related field

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