Talent.com
Private Wealth Tax Manager
Private Wealth Tax ManagerBaker Tilly Advisory Group, LP • USA, Washington, Seattle
Private Wealth Tax Manager

Private Wealth Tax Manager

Baker Tilly Advisory Group, LP • USA, Washington, Seattle
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.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

    serp_jobs.job_alerts.create_a_job

    Tax Manager • USA, Washington, Seattle

    Job_description.internal_linking.related_jobs
    Travel Physical Therapist

    Travel Physical Therapist

    Skyline Med Staff Allied • Enumclaw, WA, US
    serp_jobs.job_card.full_time
    Skyline Med Staff Allied is seeking a travel Physical Therapist for a travel job in Enumclaw, Washington.Job Description & Requirements. Join the Top- Rated Travel Healthcare Team!.Skyline Med S...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Physical Therapist

    Travel Physical Therapist

    LRS Healthcare - Allied • Lakewood, WA, US
    serp_jobs.job_card.permanent
    LRS Healthcare - Allied is seeking a travel Physical Therapist for a travel job in Lakewood, Washington.Job Description & Requirements. LRS Healthcare - Allied Job ID #30I-15088.Pay package is b...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Physical Therapist

    Travel Physical Therapist

    Synergy Medical Staffing • Lakewood, WA, US
    serp_jobs.job_card.permanent
    Synergy Medical Staffing is seeking a travel Physical Therapist for a travel job in Lakewood, Washington.Job Description & Requirements. Location : Lakewood, Washington.Shift : 5x8 Days, 08 : 00 : 00-...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data Annotation • Redmond, Washington
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Remote Finance Advisor - AI Trainer

    Remote Finance Advisor - AI Trainer

    Data Annotation • Lakewood, Washington
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Remote Senior Financial Analyst - AI Trainer

    Remote Senior Financial Analyst - AI Trainer

    Data Annotation • Lakewood, Washington
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Remote Financial Analyst - AI Trainer

    Remote Financial Analyst - AI Trainer

    Data Annotation • Lakewood, Washington
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Physical Therapist

    Travel Physical Therapist

    Triage Staffing • Lakewood, WA, US
    serp_jobs.job_card.full_time
    Triage Staffing is seeking a travel Physical Therapist for a travel job in Lakewood, Washington.Job Description & Requirements. Travel Rehab : Physical Therapy Lakewood.Location : ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Physical Therapist

    Travel Physical Therapist

    Anders Group • Enumclaw, WA, US
    serp_jobs.job_card.full_time
    Anders Group is seeking a travel Physical Therapist for a travel job in Enumclaw, Washington.Job Description & Requirements. Pay package is based on 8 hour shifts and 40 hours per week (subject ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Outpatient Physical Therapist

    Travel Outpatient Physical Therapist

    American Traveler • Maple Valley, WA, US
    serp_jobs.job_card.permanent
    American Traveler is seeking a travel Outpatient Physical Therapist for a travel job in Maple Valley, Washington.Job Description & Requirements. American Traveler is seeking a Physical Therapist...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Physical Therapist

    Travel Physical Therapist

    KPG Allied • Enumclaw, WA, US
    serp_jobs.job_card.permanent
    KPG Allied is seeking a travel Physical Therapist for a travel job in Enumclaw, Washington.Job Description & Requirements. Candidates must have at least 1 years of paid experience in the last 3 ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Outpatient Physical Therapist

    Travel Outpatient Physical Therapist

    Prime HealthCare Staffing • Maple Valley, WA, US
    serp_jobs.job_card.full_time
    Prime HealthCare Staffing is seeking a travel Outpatient Physical Therapist for a travel job in Maple Valley, Washington. Job Description & Requirements.Prime HealthCare Staffing, a national hea...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Tax Senior

    Tax Senior

    Jobot • Edmonds, WA, US
    serp_jobs.job_card.full_time +1
    Highly Reputable CPA firm in in the Everett, WA area seeks a Tax Manager.This Jobot Job is hosted by : Ron Calhoun.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sendi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Remote Finance Director - AI Trainer

    Remote Finance Director - AI Trainer

    Data Annotation • Redmond, Washington
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Physical Therapist

    Travel Physical Therapist

    The Good Life MedStaff • Monroe, WA, US
    serp_jobs.job_card.full_time
    The Good Life MedStaff is seeking a travel Physical Therapist for a travel job in Monroe, Washington.Job Description & Requirements. The Good Life MedStaff Job ID #34353212.Pay package is based ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Private Wealth Associate

    Private Wealth Associate

    AllianceBernstein • Seattle, WA, US
    serp_jobs.job_card.full_time
    Bernstein Private Wealth Management Associate.Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients.As an industry lea...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Sr Manager, Private Wealth Tax

    Sr Manager, Private Wealth Tax

    Baker Tilly Advisory Group, LP • USA, Washington, Seattle
    serp_jobs.job_card.full_time
    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. New York, London, San Francisco, Los Angele...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Tax Senior, Private Equity

    Tax Senior, Private Equity

    Deloitte • Seattle, WA, US
    serp_jobs.job_card.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...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted