Tax Director, Private Wealth

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 in 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 (Baker Tilly) 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 Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

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Job Description : Responsibilities

Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Senior Manager, Private Wealth Tax to join our growing High Net Worth Tax practice!

Our Private Wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners. We help company executives, business owners, affluent families and family offices, estates, and trusts in managing, preserving and transitioning wealth. Our consulting professionals provide comprehensive strategic income, trust, estate and gift tax, succession planning, valuation and international tax services.

You will enjoy this role if :

• You like being your client's personal advisor and collaborating with their other advisors such as, attorneys, bankers and investment advisors to create an integrated, holistic approach to managing and enhancing their wealth at all stages of their lives.
• You crave a leadership opportunity with a well-established high net wealth practice that continues to achieve tremendous growth.
• You want to be part of firm is invested in your success by providing the resources and support to continually sharpen your technical skills and build your career now, for tomorrow .

What you'll do :

Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns

Qualifications

Successful candidates will have :

The compensation range for this role is $229,510 to $435,120. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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