Elite HNW Tax MD — Wealth & Succession Leader

Baker Tilly Advisory Group; Tewksbury (MA); Vor Ort; USD 300.000 - 480.000; Vollzeit

Zusammenfassung

Baker Tilly Advisory Group, a leading advisory, tax and assurance firm, seeks a High Net Worth Tax Managing Director to lead the private wealth practice and mentor a team of professionals. You will oversee compliance, strategic planning and client advisory for wealthy individuals and family offices, guiding complex tax matters and ownership transitions.

In this role you will collaborate with firm leadership, develop client relationships, and contribute to the growth and profitability of the

Qualifikationen

• Undergraduate degree in accounting or law required.
• CPA or JD required.
• Eight (8)+ years' experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private.

Aufgaben

• 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 your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue.
• Invest in your professional development individually and through participation in firm wide learning and development programs.
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.

Kenntnisse

Tax planning

Leadership

Client advisory

Networking

Mentoring

Ausbildung

Undergraduate degree in accounting or law

Jobbeschreibung

Baker Tilly Advisory Group, a leading advisory, tax and assurance firm, seeks a High Net Worth Tax Managing Director to lead the private wealth practice and mentor a team of professionals. You will oversee compliance, strategic planning and client advisory for wealthy individuals and family offices, guiding complex tax matters and ownership transitions.

In this role you will collaborate with firm leadership, develop client relationships, and contribute to the growth and profitability of the