Senior Private Wealth Tax Principal

Baker Tilly (US); New Castle (PA); On-site; USD 250,000 - 400,000; Full time

Job summary

Baker Tilly is seeking a High Net Worth Tax Principal to lead our private wealth practice in the United States. You will guide sophisticated tax planning for wealthy individuals, family offices, and private businesses, while mentoring staff and collaborating with firm leadership.

You will work with executives and family offices on strategic income, estate, gift, and international tax planning, with opportunities for ownership and client expansion.

Qualifications

• Undergraduate degree in accounting or law required.
• CPA or JD required.
• 10+ years experience in tax planning and consulting for wealthy individuals, family offices, and private businesses.
• 6+ years supervisory experience, mentoring and counseling associates.
• Eligibility to work in the U.S., without sponsorship, highly preferred.

Responsibilities

• Lead compliance and consulting services to high-net-worth individuals, multi-generational families, family offices and their private businesses and/or investment entities.
• Perform technical review of complex returns for individuals, partnerships, trusts and estates.
• Lead engagements delivering proactive tax planning and strategic consulting including federal, estate, gift, charitable planning and generation skipping tax.
• Advise on business succession planning and maintain up-to-date knowledge of tax authorities and trends.
• Manage engagement staffing, billing, and ensure profitability targets are met.

Skills

High Net Worth Tax

Leadership

Tax Planning

Client Relations

Team Mentoring

Education

CPA

JD

Job description

Baker Tilly is seeking a High Net Worth Tax Principal to lead our private wealth practice in the United States. You will guide sophisticated tax planning for wealthy individuals, family offices, and private businesses, while mentoring staff and collaborating with firm leadership.

You will work with executives and family offices on strategic income, estate, gift, and international tax planning, with opportunities for ownership and client expansion.