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 capa...