Private Wealth Tax Principal - High Net Worth Advisory

Baker Tilly Advisory Group, LP; Oak Brook (IL); On-site; USD 180,000 - 320,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a High Net Worth Tax Principal in the United States (Oak Brook area) to lead the private wealth tax practice for wealthy individuals, families and trusts. You will deliver proactive tax planning, manage engagements, and mentor staff while growing client relationships with an ownership mindset.

The role requires CPA or JD, 10+ years in tax planning for wealthy clients, and strong leadership and business development skills with U.S. work eligibility.

Qualifications

• Lead compliance and consulting services to high-net-worth individuals, multi-generational families and their private businesses.
• Perform technical review of complex individual, partnership, trust and estate tax returns.
• Manage client engagements and ensure profitability targets are met.

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 clients on business succession planning and keep up-to-date on tax developments.

Skills

Leadership

Tax planning

Client service

Engagement management

Mentoring

Networking

Education

Bachelor's in accounting or law

Job description

Baker Tilly Advisory Group, LP is seeking a High Net Worth Tax Principal in the United States (Oak Brook area) to lead the private wealth tax practice for wealthy individuals, families and trusts. You will deliver proactive tax planning, manage engagements, and mentor staff while growing client relationships with an ownership mindset.

The role requires CPA or JD, 10+ years in tax planning for wealthy clients, and strong leadership and business development skills with U.S. work eligibility.