High Net Worth Tax Managing Director

• Lead 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 - applying them to complex situations
• Manage 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 the goal of acquiring new clients, projects, and revenue
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals

• An undergraduate degree in accounting or law required
• CPA or JD required
• Eight (8)+ years' experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses
• Four (4)+ years supervisory experience, mentoring and counseling associates
• Ability to lead and supervise others, provide exceptional client service
• Eligibility to work in the U.S., without sponsorship, highly preferred
• Ability to travel as needed for client engagements

Demonstrates expertise in tax planning and consulting for high-net-worth individuals and families, with a strong focus on compliance, business succession planning, and client relationship management. Proven ability to lead teams, mentor associates, and drive client profitability through strategic consulting and proactive tax strategies.

• Tax Planning
• Client Relationship Management
• Supervisory Experience
• CPA
• Business Succession Planning

• Tax Return Review
• Estate Planning
• Gift Planning
• Charitable Planning
• Generation Skipping Tax

• Leadership
• Mentoring
• Client Service
• Networking

• CPA
• JD

• High-Net-Worth Individuals
• Family Offices
• Private Businesses
• Investment Entities
• Compliance Services