Senior High-Net-Worth Tax Principal

Baker Tilly US; San Francisco (CA); On-site; USD 150,000 - 200,000; Full time

Job summary

Baker Tilly US is seeking a High Net Worth Tax Principal in San Francisco to lead compliance and consulting services for wealthy individuals and families. The ideal candidate will possess a CPA or JD, with over 10 years of experience in tax planning and a successful track record in public accounting.

You will mentor staff and manage complex tax engagements, ensuring exceptional client service and strategic consulting. This role provides a unique opportunity to join one of the fastest-growing firms in the U.S.

Qualifications

• 10+ years' experience in tax planning and consulting for wealthy individuals and family offices.
• 6+ years of supervisory experience in public accounting.
• Strong ethical knowledge and commitment to quality.

Responsibilities

• Lead compliance and consulting services for high-net-worth clients.
• Perform technical reviews of tax returns and strategic planning.
• Manage client engagement staffing and profitability.

Skills

Leadership in public accounting

Tax planning for high-net-worth individuals

Client relationship management

Mentoring and counseling

Education

Undergraduate degree in accounting or law

CPA or JD

Job description

Baker Tilly US is seeking a High Net Worth Tax Principal in San Francisco to lead compliance and consulting services for wealthy individuals and families. The ideal candidate will possess a CPA or JD, with over 10 years of experience in tax planning and a successful track record in public accounting.

You will mentor staff and manage complex tax engagements, ensuring exceptional client service and strategic consulting. This role provides a unique opportunity to join one of the fastest-growing firms in the U.S.