Senior High Net Worth Tax Leader & Advisor

Baker Tilly Advisory Group, LP; Springfield (IL); On-site; USD 250,000 - 420,000; Full time

Job summary

Baker Tilly Advisory Group, LP, a leading advisory firm, seeks a High Net Worth Tax Principal to lead the private wealth practice. You will work with wealthy individuals, family offices, and their private businesses, delivering sophisticated tax planning, estate and gift strategies, and cross-border solutions.

You will mentor staff, collaborate with firm leadership, and drive client development while maintaining the highest professional standards.

Qualifications

• An undergraduate degree in accounting or law.
• CPA or JD required.
• 10+ years of tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses.
• Six+ years supervisory experience.
• Eligibility to work in the U.S., without sponsorship, highly preferred.

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 delivering proactive tax planning and strategic consulting including federal, estate, gift, charitable planning and generation-skipping tax.
• Advise on business succession planning and client advisory strategies.
• Manage engagement staffing, billing, and profitability targets while developing staff.

Skills

Leadership experience

Tax planning

Mentoring

Education

Bachelor's degree in accounting or law

CPA or JD

Job description

Baker Tilly Advisory Group, LP, a leading advisory firm, seeks a High Net Worth Tax Principal to lead the private wealth practice. You will work with wealthy individuals, family offices, and their private businesses, delivering sophisticated tax planning, estate and gift strategies, and cross-border solutions.

You will mentor staff, collaborate with firm leadership, and drive client development while maintaining the highest professional standards.