Private Wealth Tax Principal — Lead & Grow Practice

Baker Tilly (US); Pennsylvania; Vor Ort; USD 180.000 - 280.000; Vollzeit

Zusammenfassung

Baker Tilly US, LLP is seeking a High Net Worth Tax Principal to lead the private wealth tax practice, serving wealthy individuals, families, and private businesses with comprehensive planning and compliance.

You will work closely with firm leadership, mentor staff, and develop client relationships, delivering strategic income, trust, estate and gift planning while staying current on evolving tax standards.

Qualifikationen

• Ten or more years of tax planning and consulting experience for wealthy individuals, family offices and private clients.
• Leadership experience in a public accounting firm’s tax space.
• Six or more years supervising, mentoring and counseling associates.
• Eligibility to work in the U.S. without sponsorship is highly preferred.

Aufgaben

• Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities.
• Manage client engagement staffing, billings/collections, and ensure client profitability targets are met.
• Utilize entrepreneurial skills to network and build relationships to acquire new clients and revenue.
• Invest in professional development through firm-wide learning and development programs.
• Support growth and development of team members through Baker Tilly Care and Teach philosophy.

Kenntnisse

Leadership

Supervisory experience

Client service

Mentoring and coaching

Relationship building

Ausbildung

Bachelor's degree in accounting or law

CPA or JD

Jobbeschreibung

Baker Tilly US, LLP is seeking a High Net Worth Tax Principal to lead the private wealth tax practice, serving wealthy individuals, families, and private businesses with comprehensive planning and compliance.

You will work closely with firm leadership, mentor staff, and develop client relationships, delivering strategic income, trust, estate and gift planning while staying current on evolving tax standards.