High Net Worth Tax MD – Private Wealth Leader

Baker Tilly Advisory Group, LP; Napa (CA); On-site; USD 202,000 - 383,000; Full time

Job summary

Baker Tilly Advisory Group, LP in California seeks a High Net Worth Tax Managing Director to lead the private wealth practice, advising wealthy individuals, families and family offices on complex tax planning and compliance.

You will supervise engagements, mentor staff, and collaborate with firm leadership to deliver strategic income, estate and gift tax services, while growing client relationships and revenue.

Qualifications

• Undergraduate degree in accounting or law.
• CPA or JD required.
• Eight+ years in tax planning and consulting for wealthy individuals and related entities.

Responsibilities

• Lead compliance and consulting services for high-net-worth individuals and family offices.
• Manage multiple engagements delivering tax planning and estate/gift strategies.
• Mentor and supervise staff while ensuring client satisfaction.

Skills

Tax planning

Public accounting leadership

Mentoring staff

Client advisory

Business development

Education

Undergraduate degree in accounting or law

CPA or JD

Job description

Baker Tilly Advisory Group, LP in California seeks a High Net Worth Tax Managing Director to lead the private wealth practice, advising wealthy individuals, families and family offices on complex tax planning and compliance.

You will supervise engagements, mentor staff, and collaborate with firm leadership to deliver strategic income, estate and gift tax services, while growing client relationships and revenue.