Senior High Net Worth Tax Leader

Baker Tilly (US); Huntingdon Valley (PA); On-site; USD 220,000 - 320,000; Full time

Job summary

Baker Tilly is seeking a High Net Worth Tax Principal to lead the firm’s private wealth tax practice, serving affluent individuals, family offices, and privately held businesses. You will oversee complex income, estate, gift and trust taxes, provide strategic planning and mentorship to staff.

You will collaborate with firm leadership, manage engagements, develop new client opportunities, and uphold the Baker Tilly Care and Teach culture.

Qualifications

• Undergraduate degree in accounting or law is required.
• CPA or JD required.
• Experience leading a tax practice for high‑net‑worth individuals and family offices.

Responsibilities

• Lead compliance and consulting for high‑net‑worth individuals and family offices.
• Manage engagements, staffing, billing and client profitability targets.
• Develop internal and external relationships to grow client base and revenue.
• Mentor and develop staff under the Baker Tilly Care and Teach philosophy.
• Support growth initiatives and provide strategic tax planning guidance.

Skills

Tax leadership

Tax planning

Wealth tax consulting

Client service

People management

Business succession planning

Education

Bachelor's degree in accounting or law

CPA or JD

Job description

Baker Tilly is seeking a High Net Worth Tax Principal to lead the firm’s private wealth tax practice, serving affluent individuals, family offices, and privately held businesses. You will oversee complex income, estate, gift and trust taxes, provide strategic planning and mentorship to staff.

You will collaborate with firm leadership, manage engagements, develop new client opportunities, and uphold the Baker Tilly Care and Teach culture.