Tax Senior Manager, Private Wealth

OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP 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. Location: Frisco, TXResponsibilitiesProvide 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 applying them to complex situations.Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met.Utilize entrepreneurial skills to network and build strong relationships internally and externally with vest in professional development individually and through 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.QualificationsAn undergraduate degree in Accounting or related field required.CPA, MST or JD/LLM required.Eight (8) or more years of experience in tax return review and planning for wealthy individuals, family members and their trusts, investment entities, and private businesses, with strong experience in personal taxation, trust taxation, estate & gift taxation, charitable taxation, and exposure to flow-through entities, partnership taxation and corporate taxation, including SALT/Franchise tax for multi-state filers.Two (2) or more years of supervisory experience, mentoring and counseling associates desired.Ability to lead and supervise others, provide exceptional client service, stay current on applicable tax strategies, and demonstrate ethical knowledge and commitment to quality and timely completion of projects.Eligibility to work in the U.S., without sponsorship, highly preferred.Seniority levelMid-Senior levelEmployment typeFull-timeNote: This listing may include additional context and related roles for economic opportunity and recruiting purposes. #J-18808-Ljbffr

Created: 2025-09-17