High Net Worth Tax Managing Director

Baker Tilly US; Oak Brook (IL); On-site; USD 201,810 - 382,600; Full time

Job summary

Baker Tilly US, located in Oak Brook, Illinois, is seeking a High Net Worth Tax Managing Director to lead its private wealth practice. In this role, you will provide compliance and consulting services to wealthy individuals and multi-generational families. The ideal candidate will have extensive experience in tax planning and consulting, a CPA or JD, and a commitment to excellence and client service.

This position offers a competitive compensation range of $201,810 to $382,600, depending on qualifications and experience. Enjoy a supportive work environment focusing on professional growth and work-life balance.

Qualifications

• 8+ years in tax planning and consulting for wealthy individuals and trusts.
• Experience in personal, trust, estate, gift and charitable taxation.
• 4+ years of supervisory experience in a public accounting setting.

Responsibilities

• Lead compliance and consulting services for high-net-worth individuals.
• Perform technical reviews of complex tax returns.
• Advise on business succession planning.

Skills

Leadership in public accounting

Tax planning for high-net-worth individuals

Client management

Entrepreneurial networking

Supervisory experience

Education

Undergraduate degree in accounting or law

CPA or JD

Job description

Job Description

Are you looking to join an entrepreneurial firm which is one of the fastest growing in the US – one where you will be the go-to high net worth tax expert? Are you inspired to lead a practice, lead people and make a difference for your clients? If yes, Baker Tilly invites you to consider the role of High Net Worth Tax Managing Director. Our private wealth practice works with wealthy individuals, business owners, families, family offices, estates and trusts to manage, preserve and transition wealth through comprehensive strategic income, trust, estate and gift tax, succession planning, valuation and international tax services.

What You Will Do

• Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and 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 about business succession planning.
  • Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply 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 to acquire new clients, projects and revenue.
• Invest in your professional development individually and through 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.
• Enjoy friendships, social activities and team outings that encourage a work-life balance.

Successful Candidates Will Have

• Undergraduate degree in accounting or law required.
• CPA or JD required.
• Experience as a leader in a public accounting firm in the Tax space.
• Eight or more years of experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities and private businesses. This includes strong experience in personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow-through entities, partnership taxation and corporate taxation.
• Four or more years of supervisory experience, mentoring and counseling associates.
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning and to staying current regarding applicable strategies, see the big picture, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
• Eligibility to work in the U.S. without sponsorship, highly preferred.
• Ability to travel as needed for client engagements.
• The compensation range for this role is $201,810 to $382,600. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications and geographic location.

Baker Tilly is an equal opportunity affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.