Private Wealth Tax Managing Director - Lead & Grow Practice

Baker Tilly (US); Miami (FL); On-site; USD 202,000 - 383,000; Full time

Job summary

Baker Tilly is seeking an accomplished High Net Worth Tax Managing Director to lead our private wealth practice in the U.S. You will supervise senior staff, deliver complex tax planning, and guide clients through wealth strategies. The role offers leadership development and an ownership mindset within a growth-focused firm.

Eligibility to work in the U.S. without sponsorship is preferred; travel to client engagements is expected.

Qualifications

• Must have leadership experience in a public accounting firm's Tax practice.
• Eight or more years of tax planning and consulting experience for wealthy individuals, family offices, and trusts.

Responsibilities

• Lead compliance and consulting services for high-net-worth individuals, families, and private businesses: review complex tax returns.
• Provide planning for estate, gift, charitable planning and generation skipping tax.
• Advise on business succession planning and manage engagements, staffing, and profitability.
• Mentor staff and develop the team through firm programs; network to acquire new clients and opportunities.

Skills

Tax leadership

High-net-worth tax

Education

Undergraduate degree in accounting or law; CPA or JD required

Job description

Baker Tilly is seeking an accomplished High Net Worth Tax Managing Director to lead our private wealth practice in the U.S. You will supervise senior staff, deliver complex tax planning, and guide clients through wealth strategies. The role offers leadership development and an ownership mindset within a growth-focused firm.

Eligibility to work in the U.S. without sponsorship is preferred; travel to client engagements is expected.