Private Wealth Tax Principal - Growth Leader

Baker Tilly US; Chicago (IL); On-site; USD 230,000 - 350,000; Full time

Job summary

Baker Tilly US, a leading advisory, tax and assurance firm, seeks a High Net Worth Tax Principal in Chicago to lead compliance and consulting for wealthy individuals and family offices. You will guide complex tax planning and coordinate multi‑generational engagements in a collaborative Detroit-style environment.

You will mentor staff, manage engagements, and drive business development while delivering strategic tax planning and succession planning for high‑net-worth clients.

Qualifications

• Undergraduate degree in accounting or law is required.
• CPA or JD is required.
• Experience as a leader in a public accounting firm in the Tax space.

Responsibilities

• Lead compliance and consulting services to high-net-worth individuals, family offices and private businesses.
• Manage staffing, billing and profitability targets for engagements.
• Develop new client relationships and revenue through entrepreneurial networking.
• Mentor and develop staff within the Tax practice.

Skills

Leadership

Tax planning

Client relationships

Mentoring

Education

Bachelor's degree in accounting or law

CPA or JD

Job description

Baker Tilly US, a leading advisory, tax and assurance firm, seeks a High Net Worth Tax Principal in Chicago to lead compliance and consulting for wealthy individuals and family offices. You will guide complex tax planning and coordinate multi‑generational engagements in a collaborative Detroit-style environment.

You will mentor staff, manage engagements, and drive business development while delivering strategic tax planning and succession planning for high‑net-worth clients.