Senior High Net Worth Tax Leader

Baker Tilly (US); Clarks Summit (Lackawanna County); On-site; USD 230,000 - 290,000; Full time

Job summary

Baker Tilly invites a seasoned tax professional to join its Private Wealth practice as a High Net Worth Tax Principal. You will lead a team serving wealthy individuals, family offices and closely held businesses, delivering comprehensive income, estate and gift tax planning, and cross-border tax strategies.

Responsibilities include overseeing complex tax returns, mentoring staff, and guiding business succession planning.

Qualifications

• Undergraduate degree in accounting or law.
• CPA or JD required.
• Experience as a leader in a public accounting firm in the Tax space.
• Ten (10)+ years’ experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses.
• Six (6)+ years supervisory experience, mentoring and counseling associates.

Responsibilities

• Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities.
• Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns.
• Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal, estate, gift, charitable planning and generation skipping tax.
• Advise and make recommendations to clients on business succession planning.
• Build on technical competence by keeping up-to-date on trends, developments and technical authorities.

Skills

Tax consulting

Leadership

Client service

Mentoring

Education

CPA

JD

Undergraduate degree in accounting or law

Job description

Baker Tilly invites a seasoned tax professional to join its Private Wealth practice as a High Net Worth Tax Principal. You will lead a team serving wealthy individuals, family offices and closely held businesses, delivering comprehensive income, estate and gift tax planning, and cross-border tax strategies.

Responsibilities include overseeing complex tax returns, mentoring staff, and guiding business succession planning.