High Net Worth Tax Principal

About the role

Baker Tilly is hiring a High Net Worth Tax Principal for 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 Principal 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, developments 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
• Take part in firm-wide learning and development programs and support team member growth through the Care and Teach philosophy

Required profile

• Undergraduate degree in accounting or law
• CPA or JD required
• Experience as a leader in a public accounting firm in the Tax space
• 10+ years 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
• 6+ years of supervisory experience mentoring and counseling associates
• Eligibility to work in the U.S. without sponsorship, highly preferred