Head of High Net Worth Tax Practice

Baker Tilly (US); Miami (FL); On-site; USD 180,000 - 350,000; Full time

Job summary

Baker Tilly, a leading advisory, tax and assurance firm, seeks a High Net Worth Tax Principal to lead the private wealth practice. You will advise wealthy individuals, families and family offices on income, estate, gift and international tax matters, working closely with firm leadership.

You will manage multiple engagements, mentor staff, and drive growth through client relationships and new opportunities. The role requires a CPA or JD and over ten years of experience, including leadership in

Qualifications

• Undergraduate degree in accounting or law is required.
• CPA or JD credential is required.
• 10+ years of tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses.
• 6+ years supervisory experience, mentoring and counseling associates.
• Eligibility to work in the U.S., without sponsorship, highly preferred.

Responsibilities

• Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities.
• Manage engagements, staffing, billings/collections, and ensure client profitability targets are met.
• Leverage entrepreneurial skills to network and build relationships to acquire new clients and projects.
• Invest in professional development and participate in firm-wide learning programs.
• Support growth and development of team members, and uphold Baker Tilly Care and Teach philosophy.

Skills

Tax strategy leadership

Client relationship management

Team mentorship

Education

Accounting degree or law degree

CPA or JD

Job description

Baker Tilly, a leading advisory, tax and assurance firm, seeks a High Net Worth Tax Principal to lead the private wealth practice. You will advise wealthy individuals, families and family offices on income, estate, gift and international tax matters, working closely with firm leadership.

You will manage multiple engagements, mentor staff, and drive growth through client relationships and new opportunities. The role requires a CPA or JD and over ten years of experience, including leadership in