Private Wealth Tax Managing Director

Baker Tilly Advisory Group, LP; Philadelphia (Philadelphia County); Vor Ort; USD 202.000 - 383.000; Vollzeit

Zusammenfassung

Baker Tilly Advisory Group, LP in the US seeks a High Net Worth Tax Managing Director to lead compliance and advisory work for wealthy individuals, families, and private entities. You will mentor staff and coordinate multi-engagement projects, shaping tax strategy and client service at the highest level.

The role demands 8+ years of tax experience, CPA or JD, and eligibility to work in the U.S. An ownership-oriented path is highlighted, with a compensation range of $201,810 to $382,600.

Qualifikationen

• Undergraduate degree in accounting or law required.
• CPA or JD required.
• 8+ years in tax planning and consulting for wealthy individuals and their entities.

Aufgaben

• Lead compliance and consulting services to high-net-worth individuals, families, and their private businesses or investment entities.
• Manage multiple engagements delivering proactive tax planning and strategic consulting (federal, estate, gift, charitable, generation skipping tax).
• Advise clients on business succession planning.
• Build technical competence with up-to-date tax authorities and apply to complex situations.
• Oversee staffing, billings/collections, and ensure profitability targets.

Kenntnisse

Tax leadership

Public accounting

Team leadership

US work authorization

Travel readiness

Ausbildung

CPA or JD

Jobbeschreibung

Baker Tilly Advisory Group, LP in the US seeks a High Net Worth Tax Managing Director to lead compliance and advisory work for wealthy individuals, families, and private entities. You will mentor staff and coordinate multi-engagement projects, shaping tax strategy and client service at the highest level.

The role demands 8+ years of tax experience, CPA or JD, and eligibility to work in the U.S. An ownership-oriented path is highlighted, with a compensation range of $201,810 to $382,600.