Partnership Tax Manager providing tax consulting services for partnership clients with resources to excel. Collaborating with the Partnership Tax team for tax savings opportunities.
About the role
- Tax Manager in Private Wealth at Baker Tilly providing tax and business advisory services. Mentoring staff while delivering tax compliance and proactive consulting to clients.
Responsibilities
- Assist in providing compliance and consulting services to high-net-worth individuals
- 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
- Build on technical competence by keeping up-to-date on trends and apply them to complex situations
- Network and build strong relationships with clients
- Support the growth and development of team members
Requirements
- 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
- Highly developed software and Microsoft Suite skills
- Eligibility to work in the U.S. without sponsorship preferred
Benefits
- Flexibility in how and where you get your work done
- Opportunities for professional development
- Programs like My Time Off and My Development
- Engagement team’s professional growth support
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