Bakertilly

61 Bakertilly Jobs Hiring Near You

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 ...

Manager- Sales/Use Tax

Dallas, TX

$12.75 - $16.75/hr

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 ...

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 ...

Manager- Sales/Use Tax

Frisco, TX

$12.25 - $16/hr

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 ...

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Manager of Tax Services- Private Wealth

Berkowitz Pollack Brant

Miami, FL โ€ข On-site

$106K - $139K/yr

Full-time

Posted 14 days ago


Job description

It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.

Establishedin1980,BerkowitzPollackBrant(BPB)isacertifiedpublicaccountingfirmwithalongstandingpresenceinSouthFloridaandNewYork.BPBhasearnedastrongreputationfordeliveringhigh-qualitytax,assurance,andadvisoryservicesandhasbeenconsistentlyrecognizedamongthetop100accountingfirmsintheUnitedStates.

EffectiveJanuary1,2026,BPBwasacquiredbyandcombinedwithBakerTilly,aleadingglobaladvisory,tax,andassurancefirm.Duringthistransitionperiod,thefirmoperatesasBakerTillyXBerkowitzPollackBrant,Advisors+CPAs,reflectingourintegrationintoBakerTilly'sexpansivenationalandglobalnetwork,enhancedresources,andbroadrangeofopportunities.

BakerTillyisaleadingadvisory,taxandassurancefirm,providingclientswithagenuinecoast-to-coastandglobaladvantageinmajorregionsoftheU.S.andinmanyoftheworld'sleadingfinancialcenters-NewYork,London,SanFrancisco,LosAngeles,ChicagoandBoston.BakerTillyAdvisoryGroup,LPandBakerTillyUS,LLP(BakerTilly)provideprofessionalservicesthroughanalternativepracticestructureinaccordancewiththeAICPACodeofProfessionalConductandapplicablelaws,regulationsandprofessionalstandards.BakerTillyUS,LLPisalicensedindependentCPAfirmthatprovidesattestservicestoitsclients.BakerTillyAdvisoryGroup,LPanditssubsidiaryentitiesprovidetaxandbusinessadvisoryservicestotheirclients.BakerTillyAdvisoryGroup,LPanditssubsidiaryentitiesarenotlicensedCPAfirms.

BakerTillyAdvisoryGroup,LPandBakerTillyUS,LLP,tradingasBakerTilly,areindependentmembersofBakerTillyInternational,aworldwidenetworkofindependentaccountingandbusinessadvisoryfirmsin141territories,with43,000professionalsandacombinedworldwiderevenueof$5.2billion.Visitbakertilly.comorjointheconversationonLinkedIn,FacebookandInstagram.

PleasediscusstheworklocationstatuswithyourBakerTillytalentacquisitionprofessionaltounderstandtherequirementsforanopportunityyouareexploring.

BakerTillyisanequalopportunity/affirmativeactionemployer.Allqualifiedapplicantswillreceiveconsiderationforemploymentwithoutregardtorace,color,religion,sex,nationalorigin,disabilityorprotectedveteranstatus,genderidentity,sexualorientation,oranyotherlegallyprotectedbasis,inaccordancewithapplicablefederal,stateorlocallaw.

AnyunsolicitedresumessubmittedthroughourwebsiteortoBakerTillyAdvisoryGroup,LP,employeee-mailaccountsareconsideredpropertyofBakerTillyAdvisoryGroup,LP,andarenotsubjecttopaymentofagencyfees.Inordertobeanauthorizedrecruitmentagency("searchfirm")forBakerTillyAdvisoryGroup,LP,theremustbeaformalwrittenagreementinplaceandtheagencymustbeinvited,byBakerTilly'sTalentAttractionteam,tosubmitcandidatesforreviewviaourapplicanttrackingsystem.

PositionOverview:

AsaManagerinWealthTax-Trusts&Estates,youwillplayacriticalroleindeliveringfiduciarytaxcomplianceandplanningservicestohigh-net-worthindividuals,families,familyoffices,andfiduciaries.Thisroleofferstheopportunitytodeepentechnicalexpertiseintrustandestatetaxationwhilemanagingengagementsanddevelopingclientrelationships.

Responsibilities:

  • Manageandreviewfiduciary,estate,andgifttaxreturns,includingForms1041,706,709,andrelatedstatefilings.
  • Providetaxplanningandadvisoryservicesrelatedtoestate,gift,andgeneration-skippingtransfer(GST)taxmatters.
  • Assistclientswithwealthtransferstrategies,charitableplanning,andtruststructuringtoachievelong-termfamilyobjectives.
  • Researchandinterpretcomplexfederalandstatetaxlawsaffectingtrusts,estates,andfiduciaryincometaxation.
  • Supervise,mentor,andreviewtheworkoftaxstaffandseniorassociates;providetrainingandperformancefeedback.
  • Collaboratewithattorneys,financialadvisors,trustees,andestateplannerstosupportcomprehensiveestateplanningandadministration.
  • Assistwithfiduciaryaccounting,estateadministrationmatters,andauditorinquiryresponsesrelatedtotrustandestatetaxissues.
  • Staycurrentonlegislativeandregulatorychangesimpactingtrustsandestatesandcommunicateimplicationstoclientsandinternalteams.

Qualifications:

  • Bachelor'sdegreeinAccounting,Finance,orrelatedfield;CPArequired.JDorLL.M.inTaxationpreferred.
  • Minimumoffive(5)yearsofexperienceintrustandestatetaxation,preferablyinapublicaccountingorlawfirmenvironment.
  • Strongworkingknowledgeoffiduciaryincometax,estatetax,gifttax,andrelatedcompliancerequirements.
  • Experiencewithfiduciaryaccountingandestateadministrationpreferred.
  • Stronganalytical,research,andproblem-solvingskills.
  • Demonstratedabilitytosuperviseanddevelopstaff.
  • Proficiencyintaxsoftware(CCHAxcess,GoSystem,orsimilar)andMicrosoftOfficeSuite.

If you like wild growth and working withhappy, enthusiastic over-achievers, you'll enjoy your career with us!