High Net Worth Tax Practice Leader

Baker Tilly International; Tewksbury (MA); On-site; USD 202,000 - 383,000; Full time

Job summary

Baker Tilly is seeking a High Net Worth Tax Managing Director in Massachusetts. You will lead a private wealth practice serving wealthy individuals, families and family offices, guiding complex tax planning, compliance and strategy.

You will mentor staff, build client relationships, and help grow the practice while staying current on tax authorities and strategies. CPA or JD required; 8+ years in tax; travel as needed.

Qualifications

• Eight or more years in tax planning for wealthy individuals and family entities.
• Experience leading a public accounting tax practice and mentoring staff.
• Strong knowledge of estate, gift, trust taxation, and succession planning.

Responsibilities

• Lead compliance and consulting for high-net-worth individuals, families and private entities.
• Manage multiple engagements with proactive tax planning and estate/gift tax work.
• Advise on business succession planning and family office strategies.
• Mentor team members and develop staff through firm programs.

Skills

Leadership

Tax planning

Client relationship

Mentoring

Engagement management

Education

Undergraduate degree in accounting or law

CPA or JD

Job description

Baker Tilly is seeking a High Net Worth Tax Managing Director in Massachusetts. You will lead a private wealth practice serving wealthy individuals, families and family offices, guiding complex tax planning, compliance and strategy.

You will mentor staff, build client relationships, and help grow the practice while staying current on tax authorities and strategies. CPA or JD required; 8+ years in tax; travel as needed.