Talent.com
Private Wealth Tax Manager
Private Wealth Tax ManagerBaker Tilly Advisory Group, LP • USA, Pennsylvania, Philadelphia
Private Wealth Tax Manager

Private Wealth Tax Manager

Baker Tilly Advisory Group, LP • USA, Pennsylvania, Philadelphia
30+ days ago
Job type
  • Full-time
Job description

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.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

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.

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 be a mentor and a coach to a group of talented staff, utilizing your experience to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

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 who serves their clients with their clients' and employees' best interests in mind and are transparent in their decisions
  • You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through programs (ask us about My Time Off, My Development and Dress for Your Day!)
  • 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

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 along with 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, communication skills
  • 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
  • Highly developed software and Microsoft Suite skills
  • Eligibility to work in the U.S. without sponsorship preferred
  • 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.

    #LI-JM3

    #LI-hybrid

    Create a job alert for this search

    Tax Manager • USA, Pennsylvania, Philadelphia

    Related jobs
    Trust & Estate Tax Senior Manager - Private Client Services (PCS)

    Trust & Estate Tax Senior Manager - Private Client Services (PCS)

    EisnerAmper • Philadelphia, PA, United States
    Full-time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show more
    Last updated: 4 days ago • Promoted
    Travel Physical Therapist

    Travel Physical Therapist

    AHS Staffing • Hammonton, NJ, US
    Full-time
    AHS Staffing is seeking a travel Physical Therapist for a travel job in Hammonton, New Jersey.Job Description & Requirements. AHS Staffing is looking for a SNF Physical Therapist in Hammonton, N...Show more
    Last updated: 30+ days ago • Promoted
    Experienced Border Patrol Agent - Up to $30,000 Recruitment Incentive

    Experienced Border Patrol Agent - Up to $30,000 Recruitment Incentive

    United States Customs and Border Protection • Devonshire, NJ, United States
    Full-time
    Border Patrol Agent - Experienced (GS11) Check out this higher-salaried federal law enforcement opportunity with U.Your current or prior law enforcement experience may qualify you for this career o...Show more
    Last updated: 19 days ago • Promoted
    Tax Director - Private Client Services

    Tax Director - Private Client Services

    EisnerAmper • Philadelphia, PA, United States
    Full-time
    At EisnerAmper, we look for individuals who welcome.EisnerAmper experience is one-of-a-kind.We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number...Show more
    Last updated: 30+ days ago • Promoted
    Private Wealth Services Tax Managing Director

    Private Wealth Services Tax Managing Director

    Grant Thornton LLP • Philadelphia, PA, US
    Full-time
    Focus on the core content of the job post, removing all extra metadata, headers, and redundant information.Keep the formatting beautiful and clean, ensuring a high signal to noise ratio.Show more
    Last updated: 30+ days ago • Promoted
    Director, Private Equity Funds (Fund Accounting)

    Director, Private Equity Funds (Fund Accounting)

    SEI • Oaks, PA, US
    Full-time
    The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Alternative Investment Funds Fund Accountant Team. Our primary goal is to provide exception...Show more
    Last updated: 11 days ago • Promoted
    Senior Fund Accountant - Private Equity

    Senior Fund Accountant - Private Equity

    Aztec Group • Broomall, PA, US
    Full-time
    Senior Fund Accountant - Private Equity.Reports to the Financial Reporting Manager.This highly numerical position will be working with an established team in our US office, who service Private Equi...Show more
    Last updated: 24 days ago • Promoted
    Tax Partner- Private Client Services (PCS)

    Tax Partner- Private Client Services (PCS)

    EisnerAmper • Philadelphia, PA, United States
    Full-time
    At EisnerAmper, we look for individuals who welcome.EisnerAmper experience is one-of-a-kind.We are seeking Tax Partners for our Private Client Services (PCS) team. In this role you will be involved ...Show more
    Last updated: 10 days ago • Promoted
    Property Manager

    Property Manager

    J & J Staffing Resources • Princeton, NJ, United States
    Full-time +1
    Our client, a property management company in Princeton, NJ, is looking for a.Princeton location and liaise with board members, vendors, homeowners, and committees. Schedule : Monday through Friday,.A...Show more
    Last updated: 11 days ago • Promoted
    Border Patrol Agent (Entry Level) – Up to $30,000 Hiring Bonus

    Border Patrol Agent (Entry Level) – Up to $30,000 Hiring Bonus

    United States Customs and Border Protection • Egg Harbor City, NJ, United States
    Full-time
    IMPORTANT NOTICE : Duty assignments available at time of offer may include the Southwest Border including prioritized locations. Border Patrol determines duty assignments at time of offer based on op...Show more
    Last updated: 30+ days ago • Promoted
    Tax Advisory - Manager

    Tax Advisory - Manager

    Siegfried Advisory • Philadelphia, PA, US
    Full-time
    Siegfried Advisory, LLC, an affiliate of The Siegfried Group, LLP encompasses strategic leadership, financial, and tax advisory services available to future-thinking entrepreneurial organizations a...Show more
    Last updated: 30+ days ago • Promoted
    Travel Physical Therapist - $1,773 per week

    Travel Physical Therapist - $1,773 per week

    AHS Staffing • Hammonton, NJ, United States
    Full-time
    AHS Staffing is seeking a travel Physical Therapist for a travel job in Hammonton, New Jersey.Job Description & Requirements. AHS Staffing is looking for a SNF Physical Therapist in Hammonton, NJ fo...Show more
    Last updated: 27 days ago • Promoted
    2026 Tax Staff I - Private Client Services (PCS)

    2026 Tax Staff I - Private Client Services (PCS)

    EisnerAmper • Princeton, NJ, US
    Full-time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show more
    Last updated: 30+ days ago • Promoted
    Tax Manager

    Tax Manager

    Gpac • Fort Washington, Pennsylvania, United States
    Full-time
    Quick Apply
    Tax Manager – CPA | Entrepreneurial Environment | Partnership Opportunity.Proven performance and client development can lead directly to equity within the firm. Work directly with business own...Show more
    Last updated: 19 days ago
    Tax Manager

    Tax Manager

    Goodwin Recruiting • Jamison, PA, US
    Full-time
    We are seeking an experienced and detail-oriented Tax Manager with experience specializing in individual (1040), partnership (1065), corporate (1120), and estate (1030) tax returns.The ideal candid...Show more
    Last updated: 19 days ago • Promoted
    Tax Senior, Private Equity

    Tax Senior, Private Equity

    Deloitte • Philadelphia, PA, US
    Full-time
    Are you looking to be a part of the largest growth area in the tax industry? Do you have experience serving clients in partnership taxation, and advising on important tax and business issues? If yo...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor

    Financial Advisor

    Horace Mann • Clementon, NJ, US
    Full-time
    BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor (“RIA”), has been dedicated to its clients for over 50 years.With financial adviso...Show more
    Last updated: 30+ days ago • Promoted
    Asset Manager

    Asset Manager

    firstPRO, Inc • Yardley, PA, US
    Full-time
    Yardley, PA (Hybrid : 3 days onsite, remote Mondays and Fridays).Our client, a fast-growing real estate investment firm is seeking a dynamic. This is a high-impact role for a strategic, detail-orient...Show more
    Last updated: 10 days ago • Promoted