High Net Worth Tax Principal

High Net Worth Tax Principal

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly offers professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly provides tax and business advisory services to their clients.

Baker Tilly is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis.

Are you looking to join an entrepreneurial firm which is one of the fastest growing in the US - one where you will be the "go to" high net worth tax expert? Are you inspired to lead a practice, lead people and make a difference for your clients? If yes, consider joining Baker Tilly (BT) as a High Net Worth Tax Principal! Our private wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners. We help company executives, business owners, affluent families and family offices, estates and trusts in managing, preserving and transitioning wealth. Our consulting professionals provide comprehensive strategic income, trust, estate and gift tax, succession planning, valuation and international tax services.

You will work side-by-side with firm leadership and will be a valued mentor and coach to a group of talented staff. BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field.

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

Successful candidates will have :