Private Wealth Tax Practice Leader

Baker Tilly US; Portland (OR); On-site; USD 120,000 - 200,000; Full time

Job summary

Baker Tilly US, located in Portland, Oregon, is seeking a Private Wealth Tax Principal to lead compliance and consulting services for affluent clients. This role involves managing complex tax returns and advising on business succession planning, while also mentoring team members in a collaborative environment.

Candidates should possess significant experience in tax planning and consulting, alongside strong leadership skills. Baker Tilly offers a supportive culture that prioritizes personal and professional growth.

Qualifications

• Fifteen (15)+ years' experience in tax planning and consulting for wealthy individuals, family members and their trusts.
• Six (6)+ years supervisory experience, mentoring and counseling associates.
• Eligibility to work in the U.S., without sponsorship.

Responsibilities

• Lead compliance and consulting services to high-net-worth individuals and their private businesses.
• Perform technical review of complex tax returns.
• Manage client engagement staffing, billings/collections, and client profitability targets.

Skills

Leadership

Tax Planning

Client Relationship Management

Mentoring

Education

Undergraduate degree in accounting or law

CPA or JD

Job description

Baker Tilly US, located in Portland, Oregon, is seeking a Private Wealth Tax Principal to lead compliance and consulting services for affluent clients. This role involves managing complex tax returns and advising on business succession planning, while also mentoring team members in a collaborative environment.

Candidates should possess significant experience in tax planning and consulting, alongside strong leadership skills. Baker Tilly offers a supportive culture that prioritizes personal and professional growth.