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Private Wealth Tax Principal — Lead ‑Net Worth Planning

Job in New Castle, Lawrence County, Pennsylvania, 16108, USA
Listing for: Baker Tilly Advisory Group, LP
Full Time position
Listed on 2026-10-13
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Compliance
Salary/Wage Range or Industry Benchmark: 180000 - 240000 USD Yearly USD 180000.00 240000.00 YEAR
Job Description & How to Apply Below
Position: Private Wealth Tax Principal — Lead High‑Net Worth Planning

Baker Tilly Advisory Group, LP seeks a High Net Worth Tax Principal to lead the private wealth practice, guiding tax strategy, compliance and planning for wealthy individuals and family offices. You will mentor staff and drive client service excellence.

The role emphasizes strategic leadership, cross-functional collaboration, and growth of client engagements in a fast-paced advisory environment.

The Private Wealth Tax Principal — Lead High‑Net Worth Planning role at Baker Tilly Advisory Group, LP is now open for applications in New Castle, PA, United States.

Step into the Private Wealth Tax Principal — Lead High‑Net Worth Planning role at Baker Tilly Advisory Group, LP in New Castle, PA, United States and grow with us.

Please review the full job details above before applying.

If your experience matches this role, we encourage you to apply.

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