High Net Worth Tax Managing Director
About The Position
Baker Tilly is seeking a High Net Worth Tax Managing Director to join their private wealth practice. This role involves leading compliance and consulting services for high-net-worth individuals, affluent families, family offices, and their private businesses and investment entities. The position offers an opportunity to be a "go to" expert, lead a practice, mentor staff, and make a difference for clients. The firm focuses on managing, preserving, and transitioning wealth through comprehensive strategic income, trust, estate, gift tax, succession planning, valuation, and international tax services. The Managing Director will work with firm leadership, mentor talented staff, and contribute to client engagement management, business development, and team development.
Requirements
- An undergraduate degree in accounting or law required
- CPA or JD required
- Experience as a leader in a public accounting firm in the Tax space
- Eight (8)+ years’ experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses. This includes strong experience in personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities, partnership taxation and corporate taxation
- Four (4)+ years supervisory experience, mentoring and counseling associates
- Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
- Eligibility to work in the U.S., without sponsorship, highly preferred.
- Ability to travel as needed for client engagements.
Responsibilities
- Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities
- Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns
- Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal, estate, gift, charitable planning and generation skipping tax
- Advise and make recommendations to clients on business succession planning
- Build on technical competence by keeping up-to-date on trends, developments and technical authorities - applying them to complex situations
- Manage client engagement staffing, billings/collections, and ensure client profitability targets are met
- Utilize entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue
- Invest in professional development individually and through participation in 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
- Enjoy friendships, social activities and team outings that encourage a work-life balance
Benefits
- Baker Tilly Care and Teach philosophy
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
Associate degree
