Private Wealth Tax Principal - Lead High Net Worth Strategy

Baker Tilly Advisory Group, LP; New York (NY); Presencial; USD 180 000 - 260 000; Tempo integral

Resumo da oferta

Baker Tilly Advisory Group, LP is seeking a High Net Worth Tax Principal to lead our private wealth tax practice in the US. The role focuses on sophisticated personal, estate and trust tax matters for wealthy individuals, families and family offices.

You will mentor a team, work with firm leadership, and guide strategic tax planning, compliance and client development to grow our practice and deliver exceptional service.

Qualificações

• Ten plus years in tax planning and consulting for wealthy individuals, family members and their trusts.
• Experience as a leader in a public accounting firm in the Tax space.
• Strong experience in personal taxation, trust taxation, estate & gift taxation, charitable taxation.

Responsabilidades

• Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities.
• Lead multiple engagements delivering proactive tax planning and strategic consulting including federal, estate, gift, charitable planning and generation skipping tax.
• Advise on business succession planning and client relationship management.

Conhecimentos

Leadership

Tax planning

Wealthy individuals

Family offices

Estate & gift taxation

Formação académica

CPA

JD

Descrição da oferta de emprego

Baker Tilly Advisory Group, LP is seeking a High Net Worth Tax Principal to lead our private wealth tax practice in the US. The role focuses on sophisticated personal, estate and trust tax matters for wealthy individuals, families and family offices.

You will mentor a team, work with firm leadership, and guide strategic tax planning, compliance and client development to grow our practice and deliver exceptional service.