High Net Worth Tax Leader (Managing Director)

Baker Tilly Canada; Brooklyn Heights (TN); On-site; USD 202,000 - 383,000; Full time

Job summary

Baker Tilly is seeking a High Net Worth Tax Managing Director to lead compliance and consulting for wealthy individuals, families and family offices. You will manage multi-generational engagements, provide strategic income, estate and gift tax planning, and supervise staff with a focus on client service and profitability.

You will mentor rising professionals, collaborate with firm leadership and develop new clients while staying current on tax authorities and evolving regulations in a dynamic

Qualifications

• Undergraduate degree in accounting or law required.
• CPA or JD required.
• Experience leading in a public accounting firm in Tax space.
• Eight or more years of tax planning and consulting for wealthy individuals and their trusts, investment entities, and private businesses.

Responsibilities

• Lead compliance and consulting services to high-net-worth individuals, multi-generational 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 delivering proactive tax planning and strategic consulting including federal, estate, gift, charitable planning and generation skipping tax.
• Advise and make recommendations on business succession planning.
• Network to build relationships and acquire new clients and revenue.

Skills

Leadership

Tax planning

Mentoring staff

Business development

Education

Bachelor's degree in accounting or law

Job description

Baker Tilly is seeking a High Net Worth Tax Managing Director to lead compliance and consulting for wealthy individuals, families and family offices. You will manage multi-generational engagements, provide strategic income, estate and gift tax planning, and supervise staff with a focus on client service and profitability.

You will mentor rising professionals, collaborate with firm leadership and develop new clients while staying current on tax authorities and evolving regulations in a dynamic