Private Wealth Tax Principal

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

Job summary

Baker Tilly US is seeking a Private Wealth Tax Principal to lead compliance and consulting for high-net-worth individuals and families. The successful candidate will have over 15 years of tax planning experience with a strong background in personal and estate taxation.

This role involves advising clients on business succession, performing complex tax return reviews, and building lasting relationships to foster firm growth. Candidates must hold a valid CPA or JD and an undergraduate degree in accounting or law.

Qualifications

• 15+ years' experience in tax planning and consulting for wealthy individuals and private businesses.
• 6+ years supervisory experience, mentoring associates.
• Strong understanding of personal, trust, estate, gift, and corporate taxation.

Responsibilities

• Lead compliance and consulting services for high-net-worth individuals.
• Perform technical review of complex tax returns.
• Advise clients on business succession planning.
• Network to acquire new clients and projects.

Skills

Tax planning and consulting

Client relationship management

Business succession planning

Mentoring and supervising associates

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.

Job Description

Are you looking to join an entrepreneurial firm which is one of the fastest growing in the U.S. — where you will be the “go to” Private Wealth Tax expert?

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 manage, preserve and transition wealth. Our consulting professionals provide comprehensive strategic income, trust, estate and gift tax, succession planning, valuation and international tax services.

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.