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HNW Tax Principal
Baker Tilly USJoin Baker Tilly as a High Net Worth Tax Principal leading compliance and consulting services for wealthy individuals. Advise affluent clients on tax planning, business succession and client profitability targets.
About the role
Key responsibilities & impact- 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.
- Advise and make recommendations to clients on business succession planning.
- Build on technical competence by keeping up-to-date on trends, developments and technical authorities - applying them to complex situations.
- Manage client engagement staffing, billings/collections, and ensure client profitability targets are met.
- Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue.
Requirements
What you’ll need- An undergraduate degree in accounting or law required
- CPA or JD required
- Ten (10)+ years’ experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses.
- Six (6)+ years supervisory experience, mentoring and counseling associates
- Eligibility to work in the U.S., without sponsorship, highly preferred.
Benefits
Comp & perks- Baker Tilly has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field.
- Comprehensive strategic income, trust, estate and gift tax, succession planning, valuation and international tax services.
- Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
tax planningconsultingtechnical reviewbusiness succession planningclient engagement managementbillingscollectionsprofitability analysis
Soft Skills
entrepreneurial skillsnetworkingrelationship buildingmentoringcounseling
Certifications
CPAJD