High Net Wealth Tax Manager

Company: Baker Tilly US, LLP
Location: Plano
Posted on: March 19, 2023

Job Description:

Overview:Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA 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 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 38,000 professionals and a combined worldwide revenue of $4.3 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.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 Manager to join our growing Private Wealth practice!
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#LI-JM3#LI-hybridQualifications:Successful candidates will have:
      • An undergraduate degree in Accounting or related field required
      • CPA, MST or JD/LLM required
      • Five (5) + 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

Keywords: Baker Tilly US, LLP, Plano , High Net Wealth Tax Manager, Accounting, Auditing , Plano, Texas