High Net Worth Tax MD: Wealth Strategy Leader

Baker Tilly Canada; New York (NY); On-site; USD 202,000 - 383,000; Full time

Job summary

Baker Tilly Canada seeks a High Net Worth Tax Managing Director to lead a private wealth practice serving wealthy individuals, families and family offices. You will supervise complex returns and provide strategic tax planning while mentoring a team of professionals.

The role requires CPA or JD, 8+ years of tax experience, and willingness to travel. You will collaborate with leadership to grow client relationships and expand services in the U.S. market.

Qualifications

• Bachelor's degree in accounting or law.
• CPA or JD required.
• 8+ years of tax planning and consulting for wealthy individuals, family members and their trusts.
• 4+ years supervisory experience, mentoring and counseling associates.
• Eligibility to work in the U.S., without sponsorship, highly preferred.
• Ability to travel as needed for client engagements.

Responsibilities

• Lead compliance and consulting services to high-net-worth individuals, multi-generational families, family offices and their private businesses and/or investment entities.
• Lead multiple engagements delivering proactive tax planning and strategic consulting (federal, estate, gift, charitable planning).
• Advise on business succession planning and wealth transfer strategies.
• Mentor and develop team members and manage staffing, billing and profitability targets.
• Network to grow client relationships and contribute to firm growth.

Skills

Leadership

People management

Client service

Business development

Education

Bachelor's degree in accounting or law

Job description

Baker Tilly Canada seeks a High Net Worth Tax Managing Director to lead a private wealth practice serving wealthy individuals, families and family offices. You will supervise complex returns and provide strategic tax planning while mentoring a team of professionals.

The role requires CPA or JD, 8+ years of tax experience, and willingness to travel. You will collaborate with leadership to grow client relationships and expand services in the U.S. market.