Private Wealth Tax MD & Growth Leader

Baker Tilly Advisory Group, LP; Walnut Creek (CA); Presencial; USD 202.000 - 383.000; Jornada completa

Descripción de la vacante

Baker Tilly Advisory Group, LP in California seeks a High Net Worth Tax Managing Director to lead compliance and advisory services for wealthy individuals and family offices. You will guide complex returns, multi-entity planning and business succession strategies, mentoring staff and collaborating with firm leadership.

Ideal candidates have 8+ years in tax planning with CPA or JD, 4+ years supervisory experience, and the ability to grow client relationships while maintaining exceptional service

Formación

• 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.
• Ability to lead and supervise others and provide exceptional client service.
• Eligibility to work in the U.S., without sponsorship, highly preferred.
• An undergraduate degree in accounting or law required.
• CPA or JD required.

Responsabilidades

• 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 delivering proactive tax planning and strategic consulting including federal, estate, gift, charitable planning and generation skipping tax.
• Advise on business succession planning.
• Build on technical competence by staying up-to-date on trends and authorities and applying to complex situations.
• Manage client engagement staffing, billings/collections, and ensure client profitability targets are met.
• Network and build relationships to acquire new clients, projects, and revenue.
• Invest in professional development through firm programs and mentoring.

Conocimientos

Leadership

Client service

Tax consulting

Educación

CPA or JD

Undergraduate degree in accounting or law

Descripción del empleo

Baker Tilly Advisory Group, LP in California seeks a High Net Worth Tax Managing Director to lead compliance and advisory services for wealthy individuals and family offices. You will guide complex returns, multi-entity planning and business succession strategies, mentoring staff and collaborating with firm leadership.

Ideal candidates have 8+ years in tax planning with CPA or JD, 4+ years supervisory experience, and the ability to grow client relationships while maintaining exceptional service