Tax Senior Manager, Private Wealth

• 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 your entrepreneurial skills to network and build strong relationships internally and externally with clients.


• 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 associates meet their professional goals.

Requirements

• Bachelor's degree required; degree in accounting preferred, master's or advanced degree preferred


• CPA, Law License, or Enrolled Agent 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 U.S., without sponsorship, highly preferred.

Core Competencies

Demonstrates expertise in tax compliance and consulting for high-net-worth individuals and families, with a strong focus on estate, gift, and trust taxation. Proven ability to lead engagements, mentor team members, and maintain client relationships while ensuring profitability and adherence to ethical standards.

Highest-signal resume keywords

• CPA


• Tax Return Review


• Estate & Gift Taxation


• Supervisory Experience


• Client Service

ATS Optimization Keywords

Hard Skills

• Tax Planning


• Personal Taxation


• Trust Taxation


• Charitable Taxation


• Partnership Taxation


• Corporate Taxation


• State & Local Income Tax


• Multi-State Filing


• Business Succession Planning


• Technical Review

Soft Skills

• Mentoring


• Networking


• Relationship Building


• Continuous Learning


• Commitment to Quality

Certifications & Qualifications

• CPA


• Law License


• Enrolled Agent

Industry Keywords

• High-Net-Worth Individuals


• Family Offices


• Investment Entities


• Affluent Families


• Client Engagement


• Profitability Targets


• Baker Tilly Care and Teach Philosophy