High Net Worth Tax Managing Director

Baker Tilly • Tampa, FL

12h • $201,810 - $382,600

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, multigenerational affluent families, family offices, and their private businesses and investment entities. The private wealth practice helps executives, business owners, affluent families, family offices, estates, and trusts manage, preserve, and transition wealth through strategic income, trust, estate and gift tax, succession planning, valuation, and international tax services.

The Managing Director will lead client engagements and a team of professionals, provide technical review of complex tax returns, and deliver proactive tax planning and strategic consulting. The role includes advising clients on business succession, managing engagement staffing and financial performance, developing client relationships and new business, and supporting team members’ professional growth. The position works alongside firm leadership and offers an ownership experience.

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 experience in tax planning and consulting 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, and maintain continuous learning to stay current on applicable strategies.
• Ability to see both the big picture and details, demonstrate appropriate ethical knowledge and commitment, and show urgency and commitment to quality and timely project completion.
• Ability to travel as needed for client engagements.
• Eligibility to work in the U.S. without sponsorship is highly preferred.

Nice To Haves

• Eligibility to work in the U.S. without sponsorship.

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 planning, and generation-skipping tax.
• 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, billing and collections, and client profitability targets.
• 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 the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.

What This Job Offers

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