High Net Worth Tax Managing Director

Baker Tilly • Tewksbury, MA

5d

About The Position

Baker Tilly is seeking a High Net Worth Tax Managing Director to lead its private wealth tax practice and serve as a high-net-worth tax expert. The practice advises wealthy individuals, privately held business owners, company executives, affluent families, family offices, estates, and trusts on managing, preserving, and transitioning wealth. Services include strategic income tax, trust, estate and gift tax, succession planning, valuation, and international tax.

The Managing Director will lead compliance and consulting engagements, provide technical review of complex tax returns, and oversee proactive tax planning and strategic consulting. The role works alongside firm leadership, mentors and coaches staff, builds client relationships and business, manages engagement staffing and financial performance, and supports ongoing professional development and a healthy work-life balance. Travel may be required for client engagements. The compensation range is $201,810 to $382,600; actual compensation depends on factors such as 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 for 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 and provide exceptional client service.
• Commitment to continuous learning and staying current on applicable strategies.
• Ability to see both the big picture and details, demonstrate appropriate ethical knowledge and commitment, and deliver quality work in a timely manner with a sense of urgency.
• 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, multigenerational affluent families, family offices, and their private businesses and investment entities.
• Perform technical review of complex individual, partnership, S-corporation, trust, estate, gift, and state tax returns.
• Lead multiple engagements involving 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 with 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.
• Participate in professional development, including 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.
• Provide leadership, mentorship, and coaching to staff.

What This Job Offers

• Job Type: Full-time
• Career Level: Director