Private Wealth Tax Practice Leader

Baker Tilly US; Eugene (OR); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Work-life balance

Professional development programs

Social activities and team outings

Job summary

Baker Tilly US is looking for a Private Wealth Tax Principal to lead its fast-growing wealth practice. This role involves working closely with high-net-worth individuals and their families to provide comprehensive tax planning and consulting services. You will guide a talented team, manage client engagements, and contribute to firm growth through strong relationships and exceptional client service.

The ideal candidate has over 15 years of relevant experience and a CPA or JD credential. This position supports your professional growth and emphasizes work-life balance.

Qualifications

• 15+ years' experience in tax planning for wealthy individuals and family offices.
• 6+ years of supervisory experience, mentoring associates.
• Ability to provide exceptional client service and lead teams.

Responsibilities

• Lead compliance and consulting services for high-net-worth individuals.
• Perform technical reviews of various tax returns.
• Manage client engagement staffing and ensure profitability.

Skills

Tax planning and consulting

Client relationship management

Entrepreneurial mindset

Leadership and mentoring

Education

Undergraduate degree in accounting or law

CPA or JD

Job description

Baker Tilly US is looking for a Private Wealth Tax Principal to lead its fast-growing wealth practice. This role involves working closely with high-net-worth individuals and their families to provide comprehensive tax planning and consulting services. You will guide a talented team, manage client engagements, and contribute to firm growth through strong relationships and exceptional client service.

The ideal candidate has over 15 years of relevant experience and a CPA or JD credential. This position supports your professional growth and emphasizes work-life balance.