High Net Worth Tax Principal - Private Wealth Leader

Baker Tilly; Tewksbury (MA); On-site; USD 180,000 - 300,000; Full time

Job summary

Baker Tilly is seeking a High Net Worth Tax Principal to lead the private wealth practice for wealthy individuals, families, and family offices. You will supervise, mentor staff, and provide strategic income, estate and gift tax planning with a global perspective.

You will collaborate with firm leadership to grow our private wealth services, deliver proactive tax planning, and ensure exceptional client service, ethics, and timely project completion in a fast-paced environment.

Qualifications

• CPA or JD required.
• Ten (10)+ years’ experience in tax planning and consulting for wealthy individuals and families.
• Six (6)+ years supervisory experience, mentoring and counseling associates.
• Ability to lead and supervise others with client service excellence and ethical standards.

Responsibilities

• Lead compliance and consulting services to high-net-worth individuals and family offices.
• Manage staffing, billings/collections, and ensure client profitability targets are met.
• Develop new client relationships and revenue through entrepreneurial networking.

Skills

Leadership

Business development

Mentoring

US work eligibility

Education

Undergraduate degree in accounting or law

CPA or JD

Job description

Baker Tilly is seeking a High Net Worth Tax Principal to lead the private wealth practice for wealthy individuals, families, and family offices. You will supervise, mentor staff, and provide strategic income, estate and gift tax planning with a global perspective.

You will collaborate with firm leadership to grow our private wealth services, deliver proactive tax planning, and ensure exceptional client service, ethics, and timely project completion in a fast-paced environment.