Tax Manager, Private Wealth Expert

2 weeks ago

Minneapolis, Minnesota, United States Baker Tilly Full time
Join Our Team as a Tax Manager in Private Wealth

Baker Tilly is a leading advisory, tax, and assurance firm that provides 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.

We are seeking a highly skilled Tax Manager to join our Private Wealth/High Net Worth team. As a trusted business advisor, you will deliver industry-focused tax advisory and compliance services to middle market clients.

You will work closely with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills.

If you are invigorated by these exciting challenges, then this could be the right opportunity for you. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done, and meaningful relationships with clients, teammates, and leadership who truly care about you and your development.

Key Responsibilities:
  • Be a trusted member of the engagement team providing various federal tax compliance and consulting services to industry-specific clients.
  • Be a valued tax business advisor, focusing on day-to-day tax matters with various clients ranging from middle market to multinational.
  • Consult on technical matters and special projects in various areas of corporate and flow-through taxation, accounting methods, and ASC 740.
  • Research various tax matters, respond to IRS and other tax authority inquiries, and make recommendations to the client for consideration.
  • Coordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development, along with credits and incentives areas.
Qualifications:
  • Bachelor's degree in accounting or law, or a similar degree in business, Masters or advanced degree desirable.
  • CPA or JD required.
  • Five (5)+ years' experience providing federal tax compliance and consulting 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 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.
  • Highly developed software and Microsoft Suite skills.
  • Eligibility to work in the U.S. without sponsorship preferred.

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