High Net Worth Tax Managing Director
About The Position
Baker Tilly is seeking a High Net Worth Tax Managing Director to lead its private wealth tax practice and serve high-net-worth individuals, multigenerational affluent families, family offices, estates and trusts, and privately held businesses. The practice provides strategic income, trust, estate and gift tax, succession planning, valuation, and international tax services. The Managing Director will work alongside firm leadership, mentor and coach staff, and help grow the practice and client base. The role combines technical oversight of complex tax returns with proactive tax planning, strategic client consulting, engagement and financial management, business development, and team development. The position also calls for ongoing professional learning and participation in the firm’s Care and Teach philosophy. Travel may be required for client engagements. Work location requirements should be discussed with a Baker Tilly talent acquisition professional.
Requirements
- Undergraduate degree in accounting or law.
- CPA or JD credential.
- Experience as a leader in the tax practice of a public accounting firm.
- At least 8 years of tax planning and consulting experience serving 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, provide exceptional client service, maintain continuous learning, understand both the big picture and details, demonstrate appropriate ethical knowledge and commitment, and complete projects urgently, accurately, and on time.
- Ability to travel as needed for client engagements.
Nice To Haves
- Eligibility to work in the United States without sponsorship is highly preferred.
Responsibilities
- Lead compliance and consulting services for high-net-worth individuals, affluent families, family offices, and their private businesses and investment entities.
- Perform technical reviews of complex individual, partnership, S-corporation, trust, estate, gift, and state tax returns.
- Lead engagements delivering proactive tax planning and strategic consulting, including federal, estate, gift, charitable, and generation-skipping tax planning.
- Advise clients and make recommendations regarding business succession planning.
- Keep current on trends, developments, and technical authorities and apply them to complex situations.
- Manage 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, including participation in firm-wide learning and development programs.
- Support team members’ growth and development through the Baker Tilly Care and Teach philosophy.
- Mentor and coach staff and help associates meet their professional goals.
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What This Job Offers
Job Type
Full-time
Career Level
Director
