Senior High Net Worth Tax Leader

Baker Tilly Advisory Group, LP; Williamsport (Lycoming County); On-site; USD 190,000 - 300,000; Full time

Job summary

Baker Tilly Advisory Group, LP seeks a High Net Worth Tax Principal to lead compliance and advisory services for wealthy individuals, family offices, and their entities. You will guide tax strategy, manage complex returns, and drive growth with entrepreneurial leadership.

You will mentor staff, oversee engagements, and collaborate with firm leadership to deliver strategic planning, estate and gift tax, and succession guidance, while upholding exceptional client service.

Qualifications

• Undergraduate degree in accounting or law required.
• CPA or JD required.
• Experience as a leader in a public accounting firm in the Tax space.
• Ten+ years' experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses.
• Six+ years supervisory experience, mentoring and counseling associates.
• Ability to lead and supervise others and deliver high-quality client service.

Responsibilities

• Lead compliance and consulting services to high-net-worth individuals and their private businesses/investment entities.
• Perform technical review of complex tax returns (personal, trust, estate, gift, partnership, S-corp).
• Lead engagements delivering proactive tax planning and strategic consulting (federal, estate, gift, charitable planning).
• Advise on business succession planning and client strategy.
• Mentor staff and manage staffing, billing, and profitability targets.

Skills

Tax planning

Leadership

Client service

Mentoring

Education

Undergraduate degree in accounting or law

CPA or JD

Job description

Baker Tilly Advisory Group, LP seeks a High Net Worth Tax Principal to lead compliance and advisory services for wealthy individuals, family offices, and their entities. You will guide tax strategy, manage complex returns, and drive growth with entrepreneurial leadership.

You will mentor staff, oversee engagements, and collaborate with firm leadership to deliver strategic planning, estate and gift tax, and succession guidance, while upholding exceptional client service.