Private Wealth Tax Managing Director — Growth & Leadership

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

Job summary

Baker Tilly Advisory Group, LP in the United States seeks a High Net Worth Tax Managing Director to lead the private wealth tax practice. The role focuses on complex individual, trust, estate and gift tax planning, with multi-generational families and family offices.

You will mentor staff, manage engagements, and help drive growth and client service at the firm. Successful candidates have 8+ years in tax planning/consulting for wealthy clients, with 4+ years in leadership/supervision, and an

Qualifications

• Undergraduate degree in accounting or law required; CPA or JD required.
• Eight or more years of tax planning/consulting experience for wealthy individuals and families.
• Four or more years of supervisory experience, mentoring and counseling associates.

Responsibilities

• Lead compliance and consulting services for high-net-worth individuals, families, and private businesses.
• Oversee engagements in federal estate, gift, and trust tax planning and generation-skipping tax.
• Advise on business succession planning and client relationships; manage staffing and billing targets.

Skills

Leadership

Mentoring

Education

Bachelor's degree in accounting or law

CPA or JD

Job description

Baker Tilly Advisory Group, LP in the United States seeks a High Net Worth Tax Managing Director to lead the private wealth tax practice. The role focuses on complex individual, trust, estate and gift tax planning, with multi-generational families and family offices.

You will mentor staff, manage engagements, and help drive growth and client service at the firm. Successful candidates have 8+ years in tax planning/consulting for wealthy clients, with 4+ years in leadership/supervision, and an