Private Wealth Senior Tax Associate at Baker Tilly Advisory Group, LP in Milwaukee, Wisconsin

Job Description:

Overview



Baker Tilly is a leading advisory, tax and assurance 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, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) 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.


Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.


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.


Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.




Job Description:




Responsibilities



Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Private Wealth Senior Tax Associate!


Our Private Wealth practice services 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 want to be your client's personal advisor and help create a holistic approach to managing and enhancing their wealth at all stages of their lives.
  
  


• You crave an opportunity to be part of a well-established high net wealth practice that continues to achieve tremendous growth.
  
  

• Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities:
  
  
  • Perform complex individual, partnership, S-corp, trust, estate, gift and state tax returns
    
    
  
  
  • Work on multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax
    
    
  
  
  • Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations
    
    
  
  
  
  


• Learn and grow from direct and on the job coaching and mentoring along with participating in firm wide learning and development programs
  
  


• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
  
  


• Support the growth and development of team members
  
  

• An undergraduate degree in Accounting or related field required
  
  


• Actively pursuing a CPA, MST or JD/LLM preferred
  
  


• Two (2) + year(s) experience in tax return review and planning for wealthy individuals, family members and their trusts, investment entities, and private businesses
  
  


• Eligibility to work in the U.S., without sponsorship, highly preferred