Private Wealth Tax Principal

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

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Job Description

Are you looking to join an entrepreneurial firm which is one of the fastest growing in the US – one where you will be the “go to” Private Wealth Tax expert? Are you inspired to lead a practice, lead people and make a difference for your clients? If yes, consider joining Baker Tilly (BT) as a Private Wealth Tax Principal. Our Private Wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners. We help company executives, business owners, affluent families and family offices, estates and trusts in managing, preserving and transitioning wealth. Our consulting professionals provide comprehensive strategic income, trust, estate and gift tax, succession planning, valuation and international tax services.

You will work side‑by‑side with firm leadership and will be a valued mentor and coach to a group of talented staff. BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field.

What You Will Do

• 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

Successful Candidates Will Have

• 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
• Fifteen (15)+ years’ experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses. This includes strong experience in personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow‑through entities, partnership taxation and corporate taxation
• Six (6)+ years supervisory experience, mentoring and counseling associates
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the “big picture” as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
• Eligibility to work in the U.S., without sponsorship, highly preferred

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (“search firm”) for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly’s Talent Attraction team, to submit candidates for review via our applicant tracking system.