Senior Private Wealth Tax Principal

Baker Tilly (US); State College (Centre County); On-site; USD 260,000 - 420,000; Full time

Job summary

Baker Tilly is seeking a High Net Worth Tax Principal to lead the private wealth tax practice, serving wealthy individuals, families and family offices. You will mentor staff, manage engagements, and drive client service excellence.

The role requires a CPA or JD, 10+ years in tax planning and consulting, and supervisory experience in a public accounting firm. Eligibility to work in the U.S. without sponsorship is highly preferred.

Qualifications

• An undergraduate degree in accounting or law is required.
• CPA or JD is required.
• Experience as a leader in a public accounting firm in the Tax space.
• 10+ years of tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses.
• 6+ years of supervisory experience and mentoring Associates.
• Ability to lead and supervise others, provide exceptional client service, and stay current with tax strategies.

Responsibilities

• Lead compliance and consulting services to high-net-worth individuals and their families and private businesses.
• Manage client engagement staffing, billings/collections, and ensure profitability targets are met.
• Network and build relationships internally and externally to acquire new clients and revenue.
• Invest in professional development and participate in firm-wide learning programs.
• Support the growth and development of team members and maintain work-life balance.

Skills

Tax planning

Leadership

Public accounting

Client service

Education

Accounting degree

Law degree

Job description

Baker Tilly is seeking a High Net Worth Tax Principal to lead the private wealth tax practice, serving wealthy individuals, families and family offices. You will mentor staff, manage engagements, and drive client service excellence.

The role requires a CPA or JD, 10+ years in tax planning and consulting, and supervisory experience in a public accounting firm. Eligibility to work in the U.S. without sponsorship is highly preferred.