High Net Worth Tax Principal

Baker Tilly • Miami, FL

3d

About The Position

Baker Tilly is seeking a High Net Worth Tax Principal to lead its private wealth tax practice and serve as a go-to tax expert for wealthy individuals and privately held business owners. The practice supports company executives, business owners, affluent families, family offices, estates and trusts in managing, preserving and transitioning wealth. Services include strategic income, trust, estate and gift tax, succession planning, valuation and international tax.

The Principal leads compliance and consulting engagements, reviews complex tax returns, advises clients on tax planning and business succession, and manages engagement staffing, billing, collections and profitability. The role also includes building client relationships and developing new business, mentoring team members, collaborating with firm leadership, and maintaining current technical knowledge. Baker Tilly describes an ownership experience and a team culture that encourages work-life balance.

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, and remain current on applicable strategies through continuous learning.
• Ability to see both the big picture and details, demonstrate ethical knowledge and commitment, and show urgency and commitment to quality and timely project completion.

Nice To Haves

• Eligibility to work in the U.S. without sponsorship is highly preferred.

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 engagements delivering 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 current on trends, developments and technical authorities and apply them to complex situations.
• Manage engagement staffing, billing 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 through individual learning and firm-wide programs.
• Support team members' growth and development through Baker Tilly's Care and Teach philosophy, helping associates meet their professional goals.

What This Job Offers

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