Senior High Net Worth Tax Managing Director

Baker Tilly; Boca Raton (FL); On-site; USD 202,000 - 383,000; Full time

Job summary

Baker Tilly is seeking a High Net Worth Tax Managing Director to lead the private wealth tax practice in the US. You will advise wealthy individuals, family offices and private businesses on income, estate and gift tax, and international matters, while mentoring a team and engaging with firm leadership.

You will build client relationships, manage engagements, and help grow the practice through strategic networking.

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.
• Eight (8)+ years’ experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses.
• Four (4)+ years supervisory experience, mentoring and counseling associates.
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning and timely completion of projects.
• Eligibility to work in the U.S., without sponsorship, highly preferred.
• Ability to travel as needed for client engagements.

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.
• Manage client engagement staffing, billings/collections, and ensure client profitability targets are met.
• Utilize entrepreneurial skills to network and build relationships to acquire new clients, projects, and revenue.
• Invest in professional development individually and through firm-wide learning programs.
• Support the growth and development of team members through Baker Tilly's Care and Teach philosophy.
• Foster team camaraderie through friendships, social activities and outings to balance work and life.

Skills

Leadership

Networking

Mentoring

Client service

Education

Undergraduate degree in accounting or law

CPA or JD

Job description

Baker Tilly is seeking a High Net Worth Tax Managing Director to lead the private wealth tax practice in the US. You will advise wealthy individuals, family offices and private businesses on income, estate and gift tax, and international matters, while mentoring a team and engaging with firm leadership.

You will build client relationships, manage engagements, and help grow the practice through strategic networking.