Private Wealth Tax Managing Director

Baker Tilly US; Pasadena (CA); On-site; USD 201,810 - 382,600; Full time

Job summary

Baker Tilly US is seeking a High Net Worth Tax Managing Director to lead compliance and consulting for wealthy individuals, families, and their private entities. You will mentor staff, manage complex engagements, and drive strategic planning and growth.

The role demands 8+ years in tax planning, CPA or JD, and a track record of leadership in a public accounting firm. Travel to client sites is required, with a strong emphasis on quality and ethics.

Qualifications

• Undergraduate degree in accounting or law required.
• CPA or JD required.
• Experience as a leader in a public accounting firm in the Tax space.
• Eight (8)+ years’ experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses.
• Four (4)+ years supervisory experience, mentoring and counseling associates.

Responsibilities

• 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 returns.
• Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal, estate, gift, charitable planning and generation skipping tax.
• Advise and make recommendations to clients on business succession planning.
• Build on technical competence by keeping up-to-date on trends, developments and technical authorities.

Skills

Leadership

Tax expertise

Client service

Communication skills

Education

Undergraduate degree in accounting or law

CPA or JD

Job description

Baker Tilly US is seeking a High Net Worth Tax Managing Director to lead compliance and consulting for wealthy individuals, families, and their private entities. You will mentor staff, manage complex engagements, and drive strategic planning and growth.

The role demands 8+ years in tax planning, CPA or JD, and a track record of leadership in a public accounting firm. Travel to client sites is required, with a strong emphasis on quality and ethics.