High Net Worth Tax MD — Lead, Mentor & Grow Wealth

Baker Tilly Advisory Group; Philadelphia (Philadelphia County); On-site; USD 350,000 - 550,000; Full time

Job summary

Baker Tilly Advisory Group is seeking a High Net Worth Tax Managing Director to lead the private wealth tax practice in the United States. The role focuses on sophisticated tax planning, estate and gift tax, and wealth transfer strategies for wealthy individuals, family offices, and their private businesses.

You will work closely with firm leadership, mentor staff, and play a key role in strategic growth and client service.

Qualifications

• 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.

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: 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
• Enjoy friendships, social activities and team outings that encourage a work-life balance

Skills

Leadership

Education

Undergraduate degree in accounting or law

CPA or JD

Job description

Baker Tilly Advisory Group is seeking a High Net Worth Tax Managing Director to lead the private wealth tax practice in the United States. The role focuses on sophisticated tax planning, estate and gift tax, and wealth transfer strategies for wealthy individuals, family offices, and their private businesses.

You will work closely with firm leadership, mentor staff, and play a key role in strategic growth and client service.