Senior High Net Worth Tax Principal

Baker Tilly (US); Philadelphia (Philadelphia County); On-site; USD 180,000 - 350,000; Full time

Job summary

Baker Tilly is seeking a High Net Worth Tax Principal to lead the private wealth practice for wealthy individuals and family offices. You will supervise engagements, deliver sophisticated planning on estate, gift, and generation-skipping taxes, and drive client service with senior-level leadership.

You will mentor staff, build relationships across the firm, and partner with leadership to grow the practice while upholding the firm's standards and ethical obligations.

Qualifications

• Undergraduate degree in accounting or law.
• CPA or JD required.
• 10+ years in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses.
• Six (6)+ years supervisory experience mentoring and counseling associates.
• Ability to lead and supervise others and deliver exceptional client service.

Responsibilities

• Lead compliance and consulting services to high-net-worth individuals, multi-generational 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 strategy.
• Mentor staff and contribute to firm-wide learning and development.

Skills

Leadership

Tax planning

Private wealth tax

Engagement management

Business development

Education

CPA or JD

Undergraduate degree in accounting or law

Job description

Baker Tilly is seeking a High Net Worth Tax Principal to lead the private wealth practice for wealthy individuals and family offices. You will supervise engagements, deliver sophisticated planning on estate, gift, and generation-skipping taxes, and drive client service with senior-level leadership.

You will mentor staff, build relationships across the firm, and partner with leadership to grow the practice while upholding the firm's standards and ethical obligations.