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High Net Worth Tax Principal
Baker Tilly USHigh Net Worth Tax Principal leading tax planning and consulting for wealthy individuals. Working with affluent families, family offices, and private businesses on wealth management strategies.
About the role
Key responsibilities & impact- Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices
- Perform technical review of complex tax returns
- Advise and make recommendations to clients on business succession planning
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
- Six (6)+ years supervisory experience, mentoring and counseling associates
- Ability to lead and supervise others, provide exceptional client service
Benefits
Comp & perks- Professional development opportunities
- Flexible working hours
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 Return ReviewConsulting ServicesFinancial AnalysisWealth Management
Soft Skills
LeadershipMentoringCounseling
Certifications
CPAJD