Private Wealth Tax MD: Lead, Strategy & Growth

bakertilly; New York (NY); On-site; USD 250,000 - 450,000; Full time

Job summary

Baker Tilly, a leading advisory, tax and assurance firm in New York, seeks a High Net Worth Tax Managing Director to lead the private wealth practice. You will mentor staff, guide sophisticated tax planning for wealthy individuals and family offices, and work with firm leadership to drive growth.

Successful candidates bring eight+ years of tax experience, CPA or JD, and proven leadership in a public accounting setting. This role offers an ownership-like path and impact across client engagements.

Qualifications

• An undergraduate degree in accounting or law required.
• CPA or JD required.
• Experience as a leader in a public accounting firm in the Tax space.
• Eight (8)+ years' experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private.

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 that deliver 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 on technical competence by keeping up-to-date on trends, developments and technical authorities - applying them to complex situations.
• Manage client engagement staffing, billings/collections, and ensure client profitability targets are met.
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue.
• Invest in your professional development individually and through participation in firm wide learning and development programs.
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.
• Enjoy friendships, social activities and team outings that encourage a work-life balance.

Skills

Leadership

Tax planning

Engagement management

Client relationships

Education

Bachelor's degree in accounting or law

CPA or JD

Job description

Baker Tilly, a leading advisory, tax and assurance firm in New York, seeks a High Net Worth Tax Managing Director to lead the private wealth practice. You will mentor staff, guide sophisticated tax planning for wealthy individuals and family offices, and work with firm leadership to drive growth.

Successful candidates bring eight+ years of tax experience, CPA or JD, and proven leadership in a public accounting setting. This role offers an ownership-like path and impact across client engagements.