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Wealth Tax Principal: Lead Private Client Advisory
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-08-03
Listing for:
Baker Tilly Advisory Group, LP
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Baker Tilly Advisory Group, LP is seeking a seasoned Private Wealth Tax Principal to lead our high-net-worth tax practice in the US. You will oversee compliance, consulting, and complex estate and gift tax planning for families, trusts, and private businesses, partnering with senior leadership to deliver strategic outcomes.
The role emphasizes mentoring staff, developing new client relationships, and driving growth while maintaining the highest standards of professional and ethical conduct.
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