Private Wealth Tax MD — Lead Advisory & Growth

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

Job summary

Baker Tilly is seeking a High Net Worth Tax Managing Director to lead a private wealth practice serving wealthy individuals, families and family offices. You will mentor staff, guide strategic income, trust, estate and gift planning, and coordinate global tax services for multi-generational clients.

You will work with firm leadership, develop new business opportunities, manage engagements, ensure quality and profitability, and contribute to a culture of learning and client service excellence.

Qualifications

• Undergraduate degree in accounting or law required.
• CPA or JD required.
• 8+ years in tax planning and consulting for wealthy individuals and estates.
• 4+ years supervisory experience.
• Willingness to travel.
• Eligibility to work in the U.S. without sponsorship.

Responsibilities

• Lead compliance and consulting for high-net-worth individuals and families.
• Manage multiple engagements with tax planning and consulting including federal, estate, gift and succession planning.
• Advise on business succession planning and strategy.
• Develop new business opportunities and client relationships to drive revenue.
• Coach and mentor staff to support professional development.
• Promote a culture of ethical practice and client service excellence.
• Support firm-wide learning and development initiatives.

Skills

Leadership

Mentoring

Networking

Strategic planning

Tax expertise

Education

Undergraduate degree in accounting or law

CPA

JD

Job description

Baker Tilly is seeking a High Net Worth Tax Managing Director to lead a private wealth practice serving wealthy individuals, families and family offices. You will mentor staff, guide strategic income, trust, estate and gift planning, and coordinate global tax services for multi-generational clients.

You will work with firm leadership, develop new business opportunities, manage engagements, ensure quality and profitability, and contribute to a culture of learning and client service excellence.