High Net Worth Tax Principal

Baker Tilly • Tewksbury, MA

19d

About The Position

Baker Tilly is seeking a High Net Worth Tax Principal to lead its private wealth tax practice and serve as a high-net-worth tax expert. The practice advises company executives, business owners, affluent families, family offices, and estates and trusts on managing, preserving, and transitioning wealth. Services include strategic income, trust, estate and gift tax, succession planning, valuation, and international tax services.

The Principal will work alongside firm leadership, lead client engagements and teams, and mentor staff. The role also includes developing client relationships and new business, managing engagement economics, and contributing to professional development and a balanced team environment.

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 taxation, trust taxation, estate and gift taxation, 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, stay current on applicable strategies, understand both the big picture and details, demonstrate ethical knowledge and commitment, and complete high-quality work with urgency and timeliness.
• Eligibility to work in the U.S. without sponsorship is highly preferred.

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, multi-generational affluent families, family offices, and their private businesses or investment entities.
• Perform technical reviews of complex individual, partnership, S-corporation, trust, estate, gift, and state tax returns.
• Lead engagements providing 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 with tax trends, developments, and technical authorities, and apply them to complex situations.
• Manage engagement staffing, billing and collections, and client profitability targets.
• Network and build internal and external relationships to develop new clients, projects, and revenue.
• Invest in professional development through individual efforts and firm-wide learning and development programs.
• Support team members’ growth and development through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.
• Promote work-life balance through participation in friendships, social activities, and team outings.

Benefits

• Ownership experience working with entrepreneurial partners.
• Friendships, social activities, and team outings that encourage work-life balance.
• Firm-wide learning and development programs.

What This Job Offers

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