Private Wealth Tax Principal & Strategy Lead

Baker Tilly International

Miami (FL)

On-site

USD 180,000 - 320,000

Full time

3 days ago

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Job summary

Baker Tilly in the United States seeks a High Net Worth Tax Principal to lead a dynamic practice serving wealthy individuals, families, and private businesses. You will mentor staff and collaborate with leadership to deliver strategic income, trust, estate and gift tax services across federal, state, and international considerations.

The role emphasizes ownership experience, client service excellence, and business development within a growing advisory group.

Qualifications

Undergraduate degree in accounting or law required.
CPA or JD required.
10+ years’ experience in tax planning and consulting for wealthy individuals and their entities.
6+ years supervisory experience and ability to mentor associates.
Ability to lead and supervise others, deliver exceptional client service and manage multiple engagements.

Responsibilities

Lead compliance and consulting services to high-net-worth individuals and family offices.
Lead multiple engagements delivering proactive tax planning and strategic consulting (federal, estate, gift, charitable planning).
Advise on business succession planning and client risk management.
Stay up-to-date on tax authorities and apply guidance to complex situations.
Manage staffing, billings/collections and drive client profitability; develop the team and grow the practice.