Senior Wealth Tax Leader

Baker Tilly Advisory Group, LP; Pittston (Luzerne County); On-site; USD 180,000 - 260,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a High Net Worth Tax Principal to lead compliance and consulting for wealthy individuals and family offices. The role demands leadership, strategic tax planning, and mentorship across engagements.

Ideal candidates have a CPA or JD and 10+ years in tax planning, with at least 6 years supervising staff, and eligibility to work in the U.S. without sponsorship. This is a senior, ownership-oriented opportunity within a growing practice.

Qualifications

• Undergraduate degree in accounting or law required.
• CPA or JD required.
• 10+ years' experience in tax planning and consulting for wealthy individuals and related entities.
• 6+ years supervisory experience, mentoring and coaching associates.
• Eligibility to work in the U.S. without sponsorship (preferred).

Responsibilities

• Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities.
• Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns.
• Lead engagements delivering proactive tax planning and strategic consulting including federal, estate, gift, charitable planning and generation skipping tax.
• Advise on business succession planning for clients.
• Mentor and develop staff, ensuring quality and timely delivery of work.

Skills

Leadership

Client service

Mentoring

Strategic thinking

Communication

Education

Bachelor's degree in accounting or law

CPA

JD

Job description

Baker Tilly Advisory Group, LP is seeking a High Net Worth Tax Principal to lead compliance and consulting for wealthy individuals and family offices. The role demands leadership, strategic tax planning, and mentorship across engagements.

Ideal candidates have a CPA or JD and 10+ years in tax planning, with at least 6 years supervising staff, and eligibility to work in the U.S. without sponsorship. This is a senior, ownership-oriented opportunity within a growing practice.