Wealth & Tax Advisory Senior Manager at Baker Tilly

Become a leader at Baker Tilly as the Senior Manager in Wealth & Tax Advisory, where your strategic expertise will elevate high-net-worth client services. Collaborate in a results-driven environment focused on impactful tax planning.

This critical role involves advanced tax advisory for affluent families and necessitates a CPA with 8+ years of significant experience. You'll partner with financial planners and guide team members, ensuring comprehensive support for complex client needs related to wealth management.

Key Responsibilities: • Develop integrated tax and estate strategies for clients • Work with financial planners to provide tailored solutions • Advise clients on tax efficiency and succession planning • Cultivate trust and relationships with clients • Lead and develop team members in advisory practices

Requirements: • CPA designation with 8+ years of tax experience • In-depth knowledge of tax legislation for individuals and trusts • Proven capability...