Private Wealth Tax MD: Lead Clients, Grow Practice

Baker Tilly (US); Washington; On-site; USD 182,000 - 383,000; Full time

Job summary

Baker Tilly (US) seeks a High Net Worth Tax Managing Director to lead a premier private wealth practice. You will guide complex tax planning, compliance, and strategic advisory for wealthy individuals, families and their entities, while mentoring the team and collaborating with firm leadership to deliver exceptional client service.

You will help clients navigate estate, gift, charity and generation-skipping tax planning, building enduring relationships and delivering proactive, value‑driven

Qualifications

• Experience leading in a public accounting firm in Tax.
• Strong ability to manage complex tax engagements for high-net-worth individuals and families.
• Proven track record in mentoring staff and growing client relationships.

Responsibilities

• Lead compliance and consulting services for high-net-worth individuals and family offices.
• Manage staffing, billing, and profitability targets across engagements.
• Network to develop new clients and opportunities for growth.
• Support leadership development and knowledge sharing within the team.

Skills

Leadership

Tax planning

Client management

Staff mentoring

Business development

Education

CPA or JD

Job description

Baker Tilly (US) seeks a High Net Worth Tax Managing Director to lead a premier private wealth practice. You will guide complex tax planning, compliance, and strategic advisory for wealthy individuals, families and their entities, while mentoring the team and collaborating with firm leadership to deliver exceptional client service.

You will help clients navigate estate, gift, charity and generation-skipping tax planning, building enduring relationships and delivering proactive, value‑driven