Tax Innovation Product Management Associate focusing on product management within PwC's Tax practice. Engaging in software and product innovation and managing client interactions.
About the role
- Tax Manager at Baker Tilly's New York office providing advisory services to private wealth clients. Leading engagements and mentoring team members to enhance their professional skills.
Responsibilities
- Join Baker Tilly as a Tax Manager with our New York office
- Be a trusted member of the team providing various tax, accounting and advisory services to private wealth clients including ultra high net worth families, closely held businesses and trust and estate work
- Oversee and provide services pertaining to accounting, bookkeeping and prepared or compiled financials
- Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with client to discuss accounting and business matters
- Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate
- Lead and plan client engagements, and continuously evaluate processes and procedures within the client services and implementation functions
- Provide recommendations for business and process improvements based upon knowledge gained relative to the client’s operations, processes, and business objectives
- Manage and build client relationships, act as liaison to address and resolve client issues
- Effectively delegate and oversee the work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations for delivery
- Maintain current knowledge of local, state, and federal tax practices and laws
- Assist with managing client engagement staffing, billings/collections
- Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
- Invest in your professional development individually and through participation in firm wide learning and development programs
- Support the growth and development of team members
Requirements
- Bachelor's degree in accounting, master's or advanced degree desirable
- CPA, EA or JD required
- 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
- Highly developed software and Microsoft Suite skills
- Eligibility to work in the U.S. without sponsorship preferred
- Private wealth industry experience preferred
- Experience with High Net Worth individuals preferred
- Trust & Estate experience a plus
- Family office experience a plus.
Benefits
- Comprehensive compensation and benefits package
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