High Net Worth Tax MD: Lead Strategy & Wealth Advisory

Baker Tilly US; Illinois; Sur place; USD 201 810 - 382 600; Plein temps

Résumé du poste

Baker Tilly US is seeking a High Net Worth Tax Managing Director in Illinois. In this role, you will lead compliance and consulting services for high-net-worth individuals and families, ensuring exceptional client service while managing engagements and mentoring team members.

The ideal candidate has a CPA or JD, at least eight years of experience in tax planning, and the ability to foster client relationships. The role offers a competitive salary range from $201,810 to $382,600, reflecting skills and experience.

Qualifications

• Eight or more years of experience in tax planning and consulting for wealthy individuals and families.
• Four or more years of supervisory experience and mentoring associates.
• Strong exposure to personal taxation, trust taxation, estate & gift taxation.

Responsabilités

• Lead compliance and consulting services to high-net-worth individuals.
• Advise clients about business succession planning.
• Manage client engagement staffing and ensure profitability targets are met.

Connaissances

Tax Planning

Consulting

Client Relationship Management

Leadership

Formation

Undergraduate degree in accounting or law

CPA or JD

Description du poste

Baker Tilly US is seeking a High Net Worth Tax Managing Director in Illinois. In this role, you will lead compliance and consulting services for high-net-worth individuals and families, ensuring exceptional client service while managing engagements and mentoring team members.

The ideal candidate has a CPA or JD, at least eight years of experience in tax planning, and the ability to foster client relationships. The role offers a competitive salary range from $201,810 to $382,600, reflecting skills and experience.