Private Wealth Tax Principal — Lead & Grow

Baker Tilly (US); Pittston (Luzerne County); On-site; USD 180,000 - 340,000; Full time

Job summary

Baker Tilly, a leading advisory, tax and assurance firm, is seeking a High Net Worth Tax Principal to join its private wealth practice. You will work with executives, business owners, affluent families and family offices on income, estate and gift tax planning, wealth transfer and international tax matters.

You will mentor staff, lead multiple engagements, and build strong client relationships while helping the firm grow by delivering proactive tax advice and exceptional service.

Qualifications

• Undergraduate degree in accounting or law.
• CPA or JD.
• 10+ years of tax planning and consulting for wealthy individuals and related entities.
• 6+ years of supervisory experience mentoring associates.
• Ability to lead, deliver client service and drive new business.

Responsibilities

• Lead compliance and consulting for high-net-worth individuals and families.
• Manage engagements, staffing, billing and profitability.
• Network to acquire new clients and opportunities.
• Mentor and develop team members.
• Stay current on tax trends and guidance.

Skills

Leadership

Tax planning

Client service

Mentoring

Business development

Education

Undergraduate degree in accounting or law

Job description

Baker Tilly, a leading advisory, tax and assurance firm, is seeking a High Net Worth Tax Principal to join its private wealth practice. You will work with executives, business owners, affluent families and family offices on income, estate and gift tax planning, wealth transfer and international tax matters.

You will mentor staff, lead multiple engagements, and build strong client relationships while helping the firm grow by delivering proactive tax advice and exceptional service.