Private Wealth Tax Principal

Baker Tilly Advisory Group, LP; San Jose (CA); On-site; USD 250,000 - 500,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a seasoned tax professional to lead compliance and consulting for high-net-worth individuals, families and their trusted entities. This senior role focuses on complex returns across estates, trusts, partnerships and corporations, while guiding strategic wealth planning.

You will mentor staff, oversee engagements, and collaborate with firm leadership to deliver exceptional client service and growth opportunities within a leading advisory network.

Qualifications

• Undergraduate degree in accounting or law.
• CPA or JD required.
• Experience leading in a public accounting firm in Tax.
• Ten or more years of tax planning/consulting for wealthy individuals and their entities.
• Six or more years of supervisory experience mentoring associates.

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 in a public accounting firm

Client relationship development

Tax planning and consulting for high‑净

Education

Bachelor's degree in accounting or law

Job description

Baker Tilly Advisory Group, LP is seeking a seasoned tax professional to lead compliance and consulting for high-net-worth individuals, families and their trusted entities. This senior role focuses on complex returns across estates, trusts, partnerships and corporations, while guiding strategic wealth planning.

You will mentor staff, oversee engagements, and collaborate with firm leadership to deliver exceptional client service and growth opportunities within a leading advisory network.