High Net Worth Tax Managing Director
About The Position
Baker Tilly is seeking a High Net Worth Tax Managing Director to lead compliance and consulting services for high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and investment entities. The role focuses on helping clients manage, preserve, and transition wealth through strategic income, trust, estate and gift tax, succession planning, valuation, and international tax services. The Managing Director will work closely with firm leadership, mentor and coach staff, and contribute to the growth of the private wealth practice. The role includes leading complex client engagements, developing client relationships and business opportunities, managing engagement economics, and supporting team members’ professional development. Baker Tilly describes its work environment as encouraging work-life balance through friendships, social activities, and team outings.
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 for wealthy individuals, family members and their trusts, investment entities, and private businesses.
- Strong experience in personal taxation, trust taxation, estate and gift taxation, 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, stay current on applicable strategies, understand both the big picture and details, demonstrate ethical knowledge and commitment, and show urgency and commitment to quality and timely project completion.
- 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 compliance and consulting services for high-net-worth individuals, affluent families, family offices, and related private businesses and investment entities.
- Perform technical review 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 current on 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 and build internal and external relationships to acquire new clients, projects, and revenue.
- Invest in professional development individually and through firm-wide learning and development programs.
- Support team members’ growth and development through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.
- Mentor and coach staff while working alongside firm leadership.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
