Senior Private Wealth Tax Leader

Baker Tilly International; Seattle (WA); On-site; USD 150,000 - 200,000; Full time

Job summary

Baker Tilly International seeks a Private Wealth Tax Principal to lead its wealth management practice. This role focuses on compliance and consulting for high-net-worth individuals, providing strategic tax planning and advice.

The ideal candidate will have over 15 years of experience in tax planning along with a CPA or JD. This position offers a unique opportunity to work alongside firm leadership and mentor a talented team.

Qualifications

• 15+ years’ experience in tax planning and consulting for wealthy individuals.
• 6+ years supervisory experience in public accounting.
• Eligibility to work in the U.S. without sponsorship.

Responsibilities

• Lead compliance and consulting services to high-net-worth individuals.
• Perform technical review of complex individual and business tax returns.
• Manage client engagement staffing, billings, and profitability.

Skills

Leadership in tax planning

Client advisory

Technical tax review

Networking and relationship building

Education

Undergraduate degree in accounting or law

CPA or JD

Job description

Baker Tilly International seeks a Private Wealth Tax Principal to lead its wealth management practice. This role focuses on compliance and consulting for high-net-worth individuals, providing strategic tax planning and advice.

The ideal candidate will have over 15 years of experience in tax planning along with a CPA or JD. This position offers a unique opportunity to work alongside firm leadership and mentor a talented team.