About this role
About the Role Join Baker Tilly as a High Net Worth Tax Managing Director leading our private wealth practice. You will serve high-net-worth individuals, multi-generational families, family offices and their businesses with strategic income, estate and gift tax planning and advisory services, partnering with firm leadership and mentoring a team of professionals.
What You'll Do
- Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses/investment entities; perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns.
- Lead multiple engagements delivering proactive tax planning and strategic consulting including federal, estate, gift, charitable planning and generation-skipping tax.
- Advise clients on business succession planning and help optimize wealth transfer strategies.
- Build technical competence by staying current on trends and authorities, applying them to complex situations.
- Manage client engagement staffing, billing/collections and ensure profitability targets are met.
- Leverage entrepreneurial skills to network and build relationships internally and externally to acquire new clients, projects and revenue.
- Invest in your professional development and contribute to team growth through Baker Tilly's Care and Teach philosophy.
- Foster a collaborative culture that supports work-life balance and teamwork.
What We're Looking For
- Undergraduate degree in accounting or law; CPA or JD.
- Eight (8)+ years’ experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses; strong experience in personal, trust, estate & gift, charitable taxation with exposure to flow-through entities, partnership taxation and corporate taxation.
- Four (4)+ years supervisory experience; ability to lead and supervise others; commitment to client service and quality.
- Eligibility to work in the U.S. without sponsorship; travel as needed.
- Experience as a leader in a public accounting firm in the Tax space.