High Net Worth Tax Principal

Overview

Baker Tilly is a leading advisory, tax and assurance firm that serves clients across major regions of the U.S. and global financial centers. The firm provides professional services through an alternative practice structure in accordance with professional standards. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP provide tax and business advisory services.

• 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
• Keep up-to-date on trends, developments and technical authorities and apply them to complex situations
• Manage client engagement staffing, billings/collections, and ensure client profitability targets are met
• Utilize entrepreneurial skills to network and build relationships internally and externally with the goal of acquiring new clients, projects, and revenue
• Invest in professional development individually and through 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
• Foster a work environment that supports friendships, social activities and team balance

• Undergraduate degree in accounting or law required
• CPA or JD required
• Experience as a leader in a public accounting firm in the Tax space
• Ten (10)+ years’ experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses, including personal, estate, gift, charitable taxation and exposure to flow-through entities, partnerships and corporate taxation
• Six (6)+ years supervisory experience, mentoring and counseling associates
• Ability to lead and supervise others, provide exceptional client service, stay current on applicable strategies, and demonstrate ethics and commitment to high-quality work
• Eligibility to work in the U.S., without sponsorship, highly preferred

• Director

• Full-time

• Accounting/Auditing and Finance

• Accounting

Baker Tilly is an equal opportunity/affirmative action employer and 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.