Senior HNWI Tax Principal - Private Wealth Leader

Baker Tilly Advisory Group, LP; San Francisco (CA); On-site; USD 180,000 - 260,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a High Net Worth Tax Principal to lead compliance and strategic tax services for wealthy individuals, families, and private businesses. You will mentor staff, manage multiple engagements, and drive proactive planning while collaborating with firm leadership to grow the practice.

The role expects extensive experience in personal, trust, estate, and gift taxation, with a strong emphasis on client relations and business development.

Qualifications

• Experience leading tax planning for wealthy individuals and families.
• Ability to supervise and mentor associates across engagements.
• Strong client-service mindset with strategic advisory capability.

Responsibilities

• Lead compliance and consulting services for high-net-worth individuals and families.
• Oversee multiple engagements, providing proactive tax planning and strategy.

Skills

Tax planning

Public accounting leadership

Client management

Mentoring

Engagement management

Education

CPA or JD

Job description

Baker Tilly Advisory Group, LP is seeking a High Net Worth Tax Principal to lead compliance and strategic tax services for wealthy individuals, families, and private businesses. You will mentor staff, manage multiple engagements, and drive proactive planning while collaborating with firm leadership to grow the practice.

The role expects extensive experience in personal, trust, estate, and gift taxation, with a strong emphasis on client relations and business development.