High Net Worth Tax Managing Director
About The Position
Baker Tilly is hiring a High Net Worth Tax Managing Director to lead its private wealth tax practice and provide compliance, consulting, and strategic planning services to high-net-worth individuals, affluent multigenerational families, family offices, privately held businesses, and investment entities. The practice helps clients manage, preserve, and transition wealth through income, trust, estate and gift tax, succession planning, valuation, and international tax services. The Managing Director will work alongside firm leadership, mentor and coach staff, and help grow the practice. The role includes leading complex tax engagements, building client relationships and revenue, and supporting team members’ professional development. Travel may be required for client engagements. The stated compensation range is $201,810 to $382,600; actual compensation depends on factors including skills, experience, qualifications, and geographic location.
Requirements
- Undergraduate degree in accounting or law.
- CPA or JD.
- Experience as a leader in the tax practice of a public accounting firm.
- At least 8 years of tax planning and consulting experience involving wealthy individuals, family members and their trusts, investment entities, and private businesses.
- Strong experience in personal, trust, estate and gift, and charitable taxation, with exposure to flow-through entities, partnership taxation, and corporate taxation.
- At least 4 years of supervisory experience, including mentoring and counseling associates.
- Ability to lead and supervise others, provide exceptional client service, and remain current on applicable strategies through continuous learning.
- Ability to consider both the big picture and details, demonstrate appropriate ethical knowledge and commitment, and show urgency and commitment to quality and timely completion of projects.
- Ability to travel as needed for client engagements.
Nice To Haves
- Eligibility to work in the U.S. without sponsorship is highly preferred.
Responsibilities
- Lead tax compliance and consulting services for high-net-worth individuals, multigenerational families, family offices, private businesses, and investment entities.
- Perform technical reviews of complex individual, partnership, S-corporation, trust, estate, gift, and state tax returns.
- Lead multiple engagements delivering proactive tax planning and strategic consulting, including federal, estate, gift, charitable, and generation-skipping tax planning.
- Advise clients and make recommendations on business succession planning.
- Keep technical knowledge current on trends, developments, and technical authorities, and apply that knowledge to complex situations.
- Manage client engagement staffing, billing and collections, and achievement of client profitability targets.
- Network and build internal and external relationships to acquire new clients, projects, and revenue.
- Pursue professional development individually and through firm-wide learning and development programs.
- Support team members’ growth and development through Baker Tilly’s Care and Teach philosophy, helping associates meet their professional goals.
- Lead and supervise others, provide client service, and mentor and counsel associates.
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What This Job Offers
Job Type
Full-time
Career Level
Director
