Senior High Net Worth Tax Leader — Wealth & Estate Advisory

Baker Tilly Advisory Group, LP; New York (NY); On-site; USD 202,000 - 383,000; Full time

Job summary

Baker Tilly Advisory Group, LP in the United States is seeking a High Net Worth Tax Managing Director to lead a private wealth practice serving wealthy individuals, family offices and closely held businesses. You will mentor staff, drive complex tax planning, and deliver innovative compliance and consulting services. You must have CPA or JD, 8+ years in tax, 4+ years supervising, and U.S.

work authorization. Travel as needed.

Qualifications

• Leadership experience in a public accounting tax practice.
• Licensed CPA or JD required.
• 8+ years in tax planning and consulting for wealthy individuals, trusts, and private businesses.
• 4+ years supervisory/mentoring experience.
• U.S. work authorization without sponsorship desired.
• Ability to travel as needed.

Responsibilities

• Lead compliance and consulting services to high-net-worth individuals, families and private businesses.
• Review complex tax returns (individual, trust, estate, gift, partnership, S-corp).
• Lead multi-engagement tax planning and consulting (federal, estate, gift, charitable, generation skipping).
• Advise on business succession planning and client strategy.
• Develop staff through coaching and firm learning programs.
• Network to acquire new clients and opportunities; ensure profitability.

Skills

Leadership

Mentoring

Client service

Education

CPA license

JD

Job description

Baker Tilly Advisory Group, LP in the United States is seeking a High Net Worth Tax Managing Director to lead a private wealth practice serving wealthy individuals, family offices and closely held businesses. You will mentor staff, drive complex tax planning, and deliver innovative compliance and consulting services. You must have CPA or JD, 8+ years in tax, 4+ years supervising, and U.S.

work authorization. Travel as needed.