High Net Worth Tax Principal
Job Description:
- 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
- Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Requirements:
- An undergraduate degree in accounting or law required
- CPA or JD required
- Ten (10)+ years’ experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses.
- Six (6)+ years supervisory experience, mentoring and counseling associates
- Eligibility to work in the U.S., without sponsorship, highly preferred
Benefits:
- Professional development opportunities
- Investment in your professional development individually and through participation in firm wide learning and development programs
- Enjoy friendships, social activities and team outings that encourage a work-life balance