Private Wealth Tax Managing Director

Baker Tilly Advisory Group, LP; Fresno (CA); On-site; USD 202,000 - 383,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a High Net Worth Tax Managing Director in California to lead a fast-growing private wealth practice. You will oversee complex tax planning for wealthy individuals, family offices and closely held businesses, while mentoring staff and collaborating with firm leadership.

The role requires CPA or JD, 8+ years in tax, and a proven ability to network and grow client revenue. Travel as needed and eligibility to work in the U.S. are preferred.

Qualifications

• Leadership experience in a public accounting or professional services firm.
• Eight or more years of tax planning and consulting for wealthy individuals and families.
• Supervisory experience mentoring and coaching staff.

Responsibilities

• Lead compliance and consulting services for high-net-worth individuals and family offices.
• Review complex returns including personal, trust, estate, and gift tax.
• Deliver proactive tax planning and strategic consulting across federal and estate planning.

Skills

Leadership

Mentoring

Client service

Strategic thinking

Networking

Proactive planning

Education

CPA

JD

Job description

Baker Tilly Advisory Group, LP is seeking a High Net Worth Tax Managing Director in California to lead a fast-growing private wealth practice. You will oversee complex tax planning for wealthy individuals, family offices and closely held businesses, while mentoring staff and collaborating with firm leadership.

The role requires CPA or JD, 8+ years in tax, and a proven ability to network and grow client revenue. Travel as needed and eligibility to work in the U.S. are preferred.