Role OverviewJoin 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 High-Net-Worth individuals and trusts. 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.
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
Why It Might Be a Fit
You’ll enjoy this role if: You are looking for an opportunity to expand your career in high-net-worth individual tax and advisory, becoming an expert to the clients you serve You can see yourself as a trusted advisor, working face-to-face with clients to find creative solutions to complex tax challenges
Requirements
- 4-year degree
- CPA, EA or Law License
- Five (5) years of experience
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