Senior High-Net-Worth Tax Director

Baker Tilly International; San Francisco (CA); On-site; USD 201,810 - 382,600; Full time

Job summary

Baker Tilly Advisory Group, LP, a leading advisory and tax firm, seeks a High Net Worth Tax Managing Director to lead a growing private wealth practice in the United States. You will oversee complex tax planning for wealthy individuals, families and family offices, delivering strategic guidance across estate, gift and trust matters.

You will mentor a team, manage multi‑engagement portfolios, and actively network to expand the client base while ensuring exceptional service and compliance.

Qualifications

• Strong leadership and people management abilities.
• Proven track record in tax planning and client service for high net worth individuals.
• Experience guiding complex tax engagements and cross‑functional teams.
• Ability to build and grow client relationships and the firm’s business.

Responsibilities

• Lead compliance and consulting for high‑net‑worth individuals and family offices.
• Oversee engagements across estate, gift, trust and generation-skipping taxes.
• Mentor staff and develop teams to meet client goals and quality standards.
• Drive business development and client retention through strategic advisory services.

Skills

Leadership

Client service

Mentoring

Networking

Education

Bachelor's degree in accounting or law

Job description

Baker Tilly Advisory Group, LP, a leading advisory and tax firm, seeks a High Net Worth Tax Managing Director to lead a growing private wealth practice in the United States. You will oversee complex tax planning for wealthy individuals, families and family offices, delivering strategic guidance across estate, gift and trust matters.

You will mentor a team, manage multi‑engagement portfolios, and actively network to expand the client base while ensuring exceptional service and compliance.