High Net Worth Tax Principal

Baker Tilly•Tewksbury, MA

13d

About The Position

Baker Tilly is seeking a High Net Worth Tax Principal to lead a private wealth tax practice and serve as a high-net-worth tax expert. The private wealth practice supports company executives, business owners, affluent families and family offices, estates, and trusts with managing, preserving, and transitioning wealth. Services include strategic income, trust, estate and gift tax, succession planning, valuation, and international tax. The Principal works alongside firm leadership and mentors and coaches staff, while contributing to an entrepreneurial practice and its growth. The role leads tax compliance and consulting engagements for high-net-worth individuals, multigenerational affluent families, family offices, and their private businesses and investment entities. It includes technical review of complex returns, proactive tax planning and strategic consulting, client advice on succession planning, engagement management, relationship building, and supporting the development of team members. The position also involves continuing professional development and participation in firmwide learning 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.
At least 10 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 6 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 ensure urgency, quality, and timely completion of projects.
Eligibility to work in the U.S. without sponsorship is highly preferred.

Responsibilities

Lead tax compliance and consulting services for high-net-worth individuals, multigenerational 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 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, billings, and collections, and ensure client profitability targets are met.
Build strong internal and external relationships to acquire new clients, projects, and revenue.
Invest in professional development individually and through firmwide learning and development programs.
Support team members’ growth and development through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.
Lead and supervise others while providing exceptional client service and ensuring quality and timely project completion.