Senior Private Wealth Tax Leader

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

Job summary

Baker Tilly US is seeking a Private Wealth Tax Principal to lead compliance and consulting for high-net-worth individuals and families. The successful candidate will have over 15 years of tax planning experience with a strong background in personal and estate taxation.

This role involves advising clients on business succession, performing complex tax return reviews, and building lasting relationships to foster firm growth. Candidates must hold a valid CPA or JD and an undergraduate degree in accounting or law.

Qualifications

• 15+ years' experience in tax planning and consulting for wealthy individuals and private businesses.
• 6+ years supervisory experience, mentoring associates.
• Strong understanding of personal, trust, estate, gift, and corporate taxation.

Responsibilities

• Lead compliance and consulting services for high-net-worth individuals.
• Perform technical review of complex tax returns.
• Advise clients on business succession planning.
• Network to acquire new clients and projects.

Skills

Tax planning and consulting

Client relationship management

Business succession planning

Mentoring and supervising associates

Education

Undergraduate degree in accounting or law

CPA or JD

Job description

Baker Tilly US is seeking a Private Wealth Tax Principal to lead compliance and consulting for high-net-worth individuals and families. The successful candidate will have over 15 years of tax planning experience with a strong background in personal and estate taxation.

This role involves advising clients on business succession, performing complex tax return reviews, and building lasting relationships to foster firm growth. Candidates must hold a valid CPA or JD and an undergraduate degree in accounting or law.