Private Wealth Tax MD — Lead HNW Practice

Baker Tilly US; Fresno (CA); On-site; USD 201,810 - 382,600; Full time

Job summary

Baker Tilly is seeking a High Net Worth Tax Managing Director to lead a dynamic private wealth practice serving affluent individuals, families and business owners. You will mentor staff and become a trusted advisor to clients while delivering strategic tax planning and comprehensive services.

CPA or JD required with 8+ years in tax planning; experience leading a public accounting tax team; ability to travel as needed; eligible to work in the U.S.

Qualifications

• Undergraduate degree in accounting or law required.
• CPA or JD required.
• 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, provide exceptional client service, and stay current with applicable strategies.

Responsibilities

• 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 and make recommendations to clients on business succession planning.
• Build technical competence by staying updated on trends, developments and authorities and applying them to complex situations.
• Manage client engagement staffing, billings/collections, and ensure client profitability targets are met.

Skills

Tax planning

Leadership

Client service

Mentoring

Education

Bachelor's degree in accounting

CPA or JD

Job description

Baker Tilly is seeking a High Net Worth Tax Managing Director to lead a dynamic private wealth practice serving affluent individuals, families and business owners. You will mentor staff and become a trusted advisor to clients while delivering strategic tax planning and comprehensive services.

CPA or JD required with 8+ years in tax planning; experience leading a public accounting tax team; ability to travel as needed; eligible to work in the U.S.