High Net Worth Tax Principal

Baker Tilly US

High Net Worth Tax Principal leading compliance and consulting services to affluent clients. Providing strategic tax planning, consulting, and mentoring at Baker Tilly.

Posted 6/19/2026full-timeRemote • Illinois • 🇺🇸 United StatesLeadWebsite

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
Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal, estate, gift, charitable planning and generation skipping tax
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 entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals

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

Professional development opportunities
Investment in your professional development individually and through participation in firm wide learning and development programs
Enjoy friendships, social activities and team outings that encourage a work-life balance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

tax planningconsultingtechnical reviewbusiness succession planningestate planninggift planningcharitable planninggeneration skipping taxclient engagement managementbillings and collections

Soft Skills

leadershipmentoringnetworkingrelationship buildingstrategic consultingclient profitability managementteam developmentcommunicationentrepreneurial skillsproblem-solving

Certifications

CPAJD