High Net Worth Tax Principal
About The Position
Baker Tilly is seeking a High Net Worth Tax Principal to join their private wealth practice. This role is for an entrepreneurial individual who will be the "go to" high net worth tax expert and will lead a practice, people, and make a difference for clients. The private wealth practice focuses on the unique challenges of wealthy individuals and privately held business owners, assisting with managing, preserving, and transitioning wealth. The consulting professionals provide comprehensive strategic income, trust, estate and gift tax, succession planning, valuation, and international tax services. The Principal will work with firm leadership, mentor staff, and contribute to the firm's growth. This role offers an opportunity for an amazing ownership experience working with entrepreneurial partners.
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
- Ten (10)+ 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
- Six (6)+ 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
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
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What This Job Offers
Job Type
Full-time
Career Level
Principal
