Senior Private Wealth Tax Principal

Baker Tilly (US); San Francisco (CA); On-site; USD 220,000 - 420,000; Full time

Job summary

Baker Tilly is seeking a High Net Worth Tax Principal to lead the private wealth practice. You will work with executives, family offices and trusts, delivering strategic income, estate and gift tax planning, with coordination across international tax services.

You will mentor staff, partner with leadership, and help drive ownership opportunities within the firm. Strong development and client-service focus is essential.

Qualifications

• Undergrad degree in accounting or law.
• CPA or JD required.
• 10+ years’ experience in tax planning and consulting for wealthy individuals and private businesses.
• 6+ years supervisory experience, mentoring and counseling associates.
• Ability to lead and supervise others while delivering exceptional client service.

Responsibilities

• Lead compliance and consulting services to high-net-worth individuals, family offices and their private entities.
• Manage client engagements, staffing, billings/collections and ensure profitability targets.
• Grow the business through networking and client relationships, internally and externally.
• Invest in professional development via firm-wide learning programs.
• Support the growth and development of team members through mentoring.

Skills

Tax leadership

Public accounting

Tax planning

Estate taxation

Education

CPA or JD

Undergraduate degree in accounting or law

Job description

Baker Tilly is seeking a High Net Worth Tax Principal to lead the private wealth practice. You will work with executives, family offices and trusts, delivering strategic income, estate and gift tax planning, with coordination across international tax services.

You will mentor staff, partner with leadership, and help drive ownership opportunities within the firm. Strong development and client-service focus is essential.