Baker Tilly

Senior Tax Manager - High Net Wealth

3+ months agoTysons Corner, VA

Responsibilities

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

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:

  • 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

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 U.S., without sponsorship, highly preferred

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Overview

Baker Tilly US, LLP (Baker Tilly) is a leading advisory, tax and assurance firm, providing clients a genuine coast-to-coast and global advantage with critical mass and top-notch talent in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 36,000 professionals and a combined worldwide revenue of $4.0 billion.

Many of Baker Tilly's roles have the opportunity to work remotely. Please discuss with your 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.

Client-provided location(s): Tysons, VA, USA
Job ID: BakerTilly-15162

Perks and Benefits

  • Health and Wellness
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Long-Term Disability
    • FSA
    • HSA
    • Wellness Program
    • Fitness Subsidies
    • Pet Insurance
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits and Childcare
    • Adoption Assistance Program
    • Family Support Resources
  • Work Flexibility
    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks
    • Commuter Benefits Program
    • Happy Hours
    • Snacks
    • Company Outings
    • Holiday Events
    • Employee Resource Groups (ERG)
  • Vacation and Time Off
    • Paid Vacation
    • Unlimited Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
    • Volunteer Time Off
    • Summer Fridays
  • Financial and Retirement
    • 401(K)
    • 401(K) With Company Matching
    • Performance Bonus
    • Financial Counseling
  • Professional Development
    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Work Visa Sponsorship
    • Leadership Training Program
  • Diversity and Inclusion
    • Diversity, Equity, and Inclusion Program

Company Videos

Hear directly from employees about what it's like to work at Baker Tilly.