Private Wealth Tax Principal: Lead & Grow Practice

Baker Tilly; Boca Raton (FL); In loco; USD 180.000 - 290.000; Tempo pieno

Descrizione del lavoro

Baker Tilly is seeking a High Net Worth Tax Principal to lead private wealth tax services for wealthy individuals and family offices. You will manage multi-generational estates, trusts, and complex tax planning while mentoring staff and collaborating with leadership to drive growth and client service excellence.

You will oversee engagements, ensure tax compliance, and develop strategies for business succession and wealth transfer, partnering with executives and family offices across the US.

Competenze

• Bachelor's degree in accounting or law required.
• CPA or JD required.
• 10+ years’ experience in tax planning and consulting for wealthy individuals and private businesses.
• 6+ years supervisory experience mentoring and counseling associates.
• Ability to lead and supervise others and deliver high-quality client service.
• Eligibility to work in the U.S., without sponsorship preferred.

Mansioni

• Lead compliance and consulting services for high-net-worth individuals and family offices.
• Manage client engagements, staffing, billing and profitability targets.
• Develop new client relationships and grow revenue.
• Support professional development and mentoring within the team.
• Collaborate with firm leadership to deliver strategic tax planning.

Conoscenze

Tax planning

Leadership

Client relationship management

Business development

Mentoring

Formazione

Bachelor's degree in accounting or law

CPA or JD

Descrizione del lavoro

Baker Tilly is seeking a High Net Worth Tax Principal to lead private wealth tax services for wealthy individuals and family offices. You will manage multi-generational estates, trusts, and complex tax planning while mentoring staff and collaborating with leadership to drive growth and client service excellence.

You will oversee engagements, ensure tax compliance, and develop strategies for business succession and wealth transfer, partnering with executives and family offices across the US.