High Net Worth Tax Managing Director

About the role

Baker Tilly is hiring a High Net Worth Tax Managing Director to lead its private wealth practice, described as one of the fastest-growing firms in the US. The practice serves company executives, business owners, affluent families, family offices, estates and trusts, offering strategic income, trust, estate and gift tax, succession planning, valuation and international tax services. The Managing Director works alongside firm leadership and mentors a group of staff.

Key responsibilities

• Lead compliance and consulting services for high-net-worth individuals, multi-generational families, family offices and their private businesses or investment entities
• Perform technical reviews of complex individual, partnership, S-corp, trust, estate, gift and state tax returns
• Lead multiple engagements covering proactive tax planning and strategic consulting, including federal, estate, gift, charitable planning and generation-skipping tax
• Advise clients on business succession planning
• Keep up to date on tax trends and technical authorities and apply them to complex situations
• Manage client engagement staffing, billings and collections, and ensure client profitability targets are met
• Network internally and externally to acquire new clients, projects and revenue
• Participate in firm-wide learning and development and support team member growth through the Care and Teach philosophy

Required profile

• Undergraduate degree in accounting or law; CPA or JD required
• Eight or more years of experience in tax planning and consulting for wealthy individuals, family members, trusts, investment entities and private businesses, including personal, trust, estate and gift taxation, with exposure to flow-through entities, partnerships and corporations
• Four or more years of supervisory experience mentoring and counseling associates
• Eligibility to work in the US without sponsorship is highly preferred
• Ability to travel as needed for client engagements

Required skills

• Personal, trust, estate and gift taxation
• Supervision and mentoring of associates
• Client service and business development

The stated compensation range is $201,810 to $382,600, depending on skills, experience, qualifications and location.