Elite High Net Worth Tax Leader

Baker Tilly International; Philadelphia (Philadelphia County); On-site; USD 202,000 - 383,000; Full time

Job summary

Baker Tilly is seeking a High Net Worth Tax Managing Director in the United States to lead a fast-growing private wealth practice, serving high-net-worth individuals, family offices and their businesses.

You will mentor staff, supervise engagements and shape strategy with firm leadership. Requirements include CPA or JD, 8+ years in tax planning and strong client service skills; ability to travel as needed. Salary range $201,810–$382,600 annually.

Qualifications

• CPA or JD required.
• 8+ years of tax planning and consulting experience for wealthy individuals, family offices, and their trusts.
• Experience leading teams and mentoring associates in a public accounting tax practice.

Responsibilities

• Lead compliance and consulting for high-net-worth individuals, families, and private business entities.
• Supervise and staff client engagements, manage billings and profitability targets.
• Provide strategic planning advice on estate, gift, and generation-skipping taxes; advise on business succession planning.

Skills

Tax planning

Client advisory

Leadership

Mentoring

Education

CPA or JD

Bachelor's degree in accounting or law

Job description

Baker Tilly is seeking a High Net Worth Tax Managing Director in the United States to lead a fast-growing private wealth practice, serving high-net-worth individuals, family offices and their businesses.

You will mentor staff, supervise engagements and shape strategy with firm leadership. Requirements include CPA or JD, 8+ years in tax planning and strong client service skills; ability to travel as needed. Salary range $201,810–$382,600 annually.