Private Wealth Tax Principal

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’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston.

• 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 entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue.
• Invest in professional development individually and through participation in 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.

• An undergraduate degree in accounting or law required.
• CPA or JD required.
• Experience as a leader in a public accounting firm in the Tax space.
• Fifteen (15)+ years of experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses, including personal taxation, trust taxation, estate & gift taxation, charitable taxation, flow‑through entities, partnership and corporate taxation.
• Six (6)+ years supervisory experience, mentoring and counseling associates.
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning to stay current regarding applicable strategies, see the “big picture” as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and timely completion of projects.
• Eligibility to work in the U.S., without sponsorship, highly preferred.

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