High Net Worth Tax Managing Director

Baker Tilly•Philadelphia, PA

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 senior tax expert for high-net-worth individuals, affluent families, family offices, estates, trusts, and privately held businesses. The practice helps clients manage, preserve, and transition wealth through strategic income, trust, estate and gift tax, succession planning, valuation, and international tax services. The role works closely with firm leadership and includes mentoring and coaching staff, developing client relationships, and contributing to practice growth. The position also offers an ownership experience and participation in firm-wide learning and development programs. Work location status should be discussed with a Baker Tilly talent acquisition professional.

Requirements

Undergraduate degree in accounting or law.
CPA or JD.
Experience as a leader in the tax practice of a public accounting firm.
Eight or more 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.
Four or more 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 bring urgency and commitment to quality and timely project completion.
Eligibility to work in the U.S. without sponsorship is highly preferred.
Ability to travel as needed for client engagements.

Nice To Haves

U.S. work eligibility without sponsorship is highly preferred.

Responsibilities

Lead compliance and consulting services for high-net-worth individuals, multi-generational affluent 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 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 technical knowledge current by following trends, developments, and technical authorities and applying 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 team members’ growth and development through Baker Tilly’s Care and Teach philosophy and help associates meet their professional goals.
Travel as needed for client engagements.