High Net Worth Tax MD: Lead Strategy & Wealth Advisory

Baker Tilly US; Oak Brook (IL); Presencial; USD 201.810 - 382.600; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

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

Conocimientos

Leadership in public accounting

Tax planning for high-net-worth individuals

Client management

Entrepreneurial networking

Supervisory experience

Educación

Undergraduate degree in accounting or law

CPA or JD

Descripción del empleo

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.