Senior High Net Worth Tax Principal

Baker Tilly (US); West Palm Beach (FL); On-site; USD 180,000 - 320,000; Full time

Job summary

Baker Tilly US, LLP is seeking a High Net Worth Tax Principal to lead our private wealth practice. You will guide tax planning for wealthy individuals, families and their trusts, estates and investment entities, and mentor a growing team.

Join a collegial, entrepreneurial firm. You will work closely with leadership to deliver comprehensive tax advice, governance, and succession planning for complex client needs in a dynamic US market.

Qualifications

• Experience leading in a public accounting firm in the Tax space.
• Mentoring and counseling associates with supervisory responsibilities.
• Ability to networking and build client relationships.

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 engagements, staffing, billings/collections, and ensure profitability targets are met.
• Leverage entrepreneurial skills to win new clients, projects and revenue.
• Support growth and development of team members through firm learning programs.

Skills

Leadership

Mentoring

Client service

Business development

Communication

Education

CPA or JD

Undergraduate degree in accounting or law

Job description

Baker Tilly US, LLP is seeking a High Net Worth Tax Principal to lead our private wealth practice. You will guide tax planning for wealthy individuals, families and their trusts, estates and investment entities, and mentor a growing team.

Join a collegial, entrepreneurial firm. You will work closely with leadership to deliver comprehensive tax advice, governance, and succession planning for complex client needs in a dynamic US market.