High Net Worth Tax Principal

Overview

Baker Tilly is a leading advisory, tax and assurance firm providing clients with a coast-to-coast and global advantage. The firm offers professional services through an alternative practice structure, operating in accordance with professional standards. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP provide attest, tax and business advisory services through their respective entities.

The High Net Worth Tax Principal role sits within Baker Tilly’s private wealth practice, serving wealthy individuals and privately held businesses with strategic income, trust, estate and gift tax, succession planning, valuation and international tax services.

What You Will Do

• 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 delivering 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 technical competence by keeping up-to-date on trends, developments and technical authorities and 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 firm-wide learning programs.
• Support the growth and development of team members through Baker Tilly’s Care and Teach philosophy, helping associates meet their professional goals.
• Maintain a focus on work-life balance and team culture.

Successful Candidates Will Have

Seniority level

Employment type

Job function

Baker Tilly is an equal opportunity / affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, in accordance with applicable laws.

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