High Net Worth Tax Managing Director Private Wealth Leader

Baker Tilly Canada; 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 to lead compliance and consulting for wealthy individuals, family offices, and private businesses. You will work with firm leadership, mentor staff, and drive strategic tax planning across federal, estate, and gift tax domains.

The role emphasizes entrepreneurship, client development, and maintaining up-to-date knowledge of tax rules while ensuring high-quality service and profitability.

Qualifications

• Undergraduate degree in accounting or law.
• CPA or JD required.
• 8+ years in tax planning for wealthy individuals and family offices.
• 4+ years supervisory experience mentoring staff.

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, trust, estate, gift and state tax returns.
• Lead multiple engagements delivering proactive tax planning and strategic consulting including federal, estate, gift and generation skipping tax.
• Advise on business succession planning and charitable planning.
• Mentor and develop junior staff and drive revenue growth through client relationships.

Skills

Tax leadership

High-net-worth expertise

Client relationship management

Strategic planning

Education

CPA or JD

Job description

Baker Tilly is seeking a High Net Worth Tax Managing Director to lead compliance and consulting for wealthy individuals, family offices, and private businesses. You will work with firm leadership, mentor staff, and drive strategic tax planning across federal, estate, and gift tax domains.

The role emphasizes entrepreneurship, client development, and maintaining up-to-date knowledge of tax rules while ensuring high-quality service and profitability.