High Net Worth Tax Principal

Baker Tilly Advisory Group, LP; Williamsport (Lycoming County); On-site; USD 180,000 - 300,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a High Net Worth Tax Principal to lead a private wealth practice serving wealthy individuals, families, and family offices. You will oversee strategic income, trust, estate and gift tax, and succession planning engagements while partnering with firm leadership.

You will mentor staff, grow client relationships, and deliver proactive tax planning and execution across complex tax scenarios. Ownership-minded professionals thrive here.

Qualifications

• CPA or JD required.
• Experience as a leader in a public accounting firm in the Tax space.
• Ten (10)+ years' experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses.
• Six (6)+ years supervisory experience, mentoring and counseling associates.
• Eligibility to work in the U.S., without sponsorship, highly preferred.

Responsibilities

• Lead compliance and consulting services to high-net-worth individuals and families.
• Lead multiple engagements delivering proactive tax planning and strategic consulting.
• Advise on business succession planning and generous tax strategies.
• Build technical competence and stay current on tax developments and authorities.
• Manage staffing, billing, and client profitability targets.

Skills

Leadership

Tax planning

Client service

Networking

Mentoring staff

Education

CPA

JD

Accounting degree

Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e‑mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees.

In order to be an authorized recruitment agency (“search firm”) for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description

Are you looking to join an entrepreneurial firm which is one of the fastest growing in the US - one where you will be the "go to" high net worth tax expert? Are you inspired to lead a practice, lead people and make a difference for your clients? If yes, consider joining Baker Tilly (BT) as a High Net Worth Tax Principal! Our private wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners. We help company executives, business owners, affluent families and family offices, estates and trusts in managing, preserving and transitioning wealth. Our consulting professionals provide comprehensive strategic income, trust, estate and gift tax, succession planning, valuation and international tax services. You will work side‑by‑side with firm leadership and will be a valued mentor and coach to a group of talented staff. BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field.

What you will do:

• Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities:Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returnsLead multiple engagements that deliver proactive tax planning and strategic consulting including federal, estate, gift, charitable planning and generation skipping taxAdvise and make recommendations to clients on business succession planningBuild on technical competence by keeping up-to-date on trends, developments and technical authorities - applying them to complex situationsManage client engagement staffing, billings/collections, and ensure client profitability targets are metUtilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenueInvest in your professional development individually and through participation in firm wide learning and development programsSupport the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goalsEnjoy friendships, social activities and team outings that encourage a work-life balance.

Successful candidates will have:

• An undergraduate degree in accounting or law requiredCPA or JD requiredExperience as a leader in a public accounting firm in the Tax spaceTen (10)+ years' experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses. This includes strong experience in personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities, partnership taxation and corporate taxationSix (6)+ years supervisory experience, mentoring and counseling associatesAbility to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.Eligibility to work in the U.S., without sponsorship, highly preferred.