High Net Worth Tax MD: Lead Strategy & Wealth Advisory

Baker Tilly (US); United States; On-site; USD 201,810 - 382,600; Full time

Job summary

Baker Tilly US is looking for a High Net Worth Tax Managing Director to lead compliance and consulting services for affluent clients. The ideal candidate will have significant tax planning experience and a proven history of managing client engagements and mentoring staff.

Responsibilities include performing reviews of complex tax returns, advising on business succession planning, and building client relationships. Candidates should have an undergraduate degree in accounting or law, along with a CPA or JD, and strong leadership skills.

Qualifications

• Eight or more years of experience in tax planning and consulting for wealthy individuals.
• Four or more years of supervisory experience mentoring associates.
• Eligibility to work in the U.S. without sponsorship.

Responsibilities

• Lead compliance and consulting services to high-net-worth individuals.
• Perform technical review of complex tax returns.
• Manage client engagement staffing and ensure profitability targets.

Skills

Tax planning and consulting

Leadership and mentoring

Client service

Networking

Education

Undergraduate degree in accounting or law

CPA or JD

Job description

Baker Tilly US is looking for a High Net Worth Tax Managing Director to lead compliance and consulting services for affluent clients. The ideal candidate will have significant tax planning experience and a proven history of managing client engagements and mentoring staff.

Responsibilities include performing reviews of complex tax returns, advising on business succession planning, and building client relationships. Candidates should have an undergraduate degree in accounting or law, along with a CPA or JD, and strong leadership skills.