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BAKER TILLY US, LLP Tax Senior Manager, High Net Wealth in MILWAUKEE, Wisconsin

JOB REQUIREMENTS: Overview Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing 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 - New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of \$4.7 billion. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Responsibilities Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a High Net Wealth Tax Senior Manager to join our growing Private Wealth practice! Our Private Wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners. We help company executives, business owners, affluent families and family offices, estates, and trusts in managing, preserving and transitioning wealth. Our consulting professionals provide comprehensive strategic income, trust, estate and gift tax, succession planning, valuation and international tax services. You will enjoy this role if: * You like being your client\'s personal advisor and collaborating with their other advisors such as, attorneys, bankers and investment advisors to create an integrated, holistic approach to managing and enhancing their wealth at all stages of their lives. * You crave a leadership opportunity with a well-established high net wealth practice that continues to achieve tremendous growth. * You want to be part of firm is invested in your success by providing the resources and support to continually sharpen your technical skills and build your career now, for tomorrow. What you\'ll do: * Provide 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 apply them to complex situations * Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met * Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients * Invest in your professional development individually and through participation in 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 Qualifications Successful candidates will have: * An undergraduate degree in Accounting or related field required * CPA, MST or JD/LLM required * Eight (8) + year(s) experience in tax return review and plannin To view the full job description please use the link below. ***** APPLICATION INSTRUCTIONS: Apply Online: https://www.aplitrak.com/?adid=YmJnZW5lcmljLjcxMzkyLjg3NzBAY FrZXJ0aWxseWNvbXAuYXBsaXRyYWsuY29t

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