Role OverviewJoin Baker Tilly as a High Net Worth Tax Principal and lead a practice, lead people, and make a difference for clients. Our private wealth practice helps wealthy individuals and privately held business owners manage, preserve, and transition wealth.
What You Will Do
Lead compliance and consulting services to high-net-worth individuals, perform technical review of complex tax returns, lead multiple engagements, advise clients on business succession planning, and manage client engagement staffing.
Why It Might Be a Fit
Successful candidates will have experience as a leader in a public accounting firm, 10+ years of experience in tax planning and consulting, and 6+ years of supervisory experience. They will be able to lead and supervise others, provide exceptional client service, and demonstrate commitment to continuous learning.
Requirements
- Undergraduate degree in accounting or law
- CPA or JD
- Experience as a leader in a public accounting firm in the Tax space
- 10+ years' experience in tax planning and consulting for wealthy individuals, family members, and their trusts, investment entities, and private businesses
- 6+ years supervisory experience, mentoring and counseling associates
- Eligibility to work in the U.S. without sponsorship
Benefits
- Ownership experience
- Professional development opportunities
- Client profitability targets
- Billings/collections management
- Client engagement staffing management
- Social activities and team outings
- Work-life balance
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