High Net Worth Tax Principal & Leader

Baker Tilly US; California (MO); On-site; USD 180,000 - 290,000; Full time

Job summary

Baker Tilly is seeking a High Net Worth Tax Principal to lead our private wealth practice, serving wealthy individuals, families, and private business owners. You will oversee complex tax planning, estate and gift taxes, and valuation services, while mentoring a team of professionals.

Join a firm that partners with you to deliver comprehensive strategies, including succession planning and international tax matters, with opportunities for ownership and leadership across a growing network.

Qualifications

• Undergraduate degree in accounting or law.
• CPA or JD certification.
• 10+ years in tax planning/consulting for wealthy individuals, family offices and trusts.
• 6+ years in supervisory roles with mentoring responsibility.

Responsibilities

• Lead compliance and consulting for high-net-worth individuals and families.
• Oversee multiple engagements with proactive tax planning and strategy.
• Develop clients and mentor staff to grow tax services.
• Drive growth through internal and external relationship-building.

Skills

Leadership

Tax consulting

Client service

Mentoring

Education

Accounting or law degree

CPA or JD

Job description

Baker Tilly is seeking a High Net Worth Tax Principal to lead our private wealth practice, serving wealthy individuals, families, and private business owners. You will oversee complex tax planning, estate and gift taxes, and valuation services, while mentoring a team of professionals.

Join a firm that partners with you to deliver comprehensive strategies, including succession planning and international tax matters, with opportunities for ownership and leadership across a growing network.