High Net Worth Tax Principal

Baker Tilly US

High 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.

Posted 7/8/2026full-timeChicago • Illinois • 🇺🇸 United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax planning and consulting for high-net-worth individuals and families, with a strong focus on compliance and business succession planning. Proven ability to lead teams, mentor associates, and deliver exceptional client service.

Highest-signal resume keywords

Tax PlanningCompliance ServicesBusiness Succession PlanningSupervisory ExperienceClient Service

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return ReviewConsulting ServicesFinancial AnalysisWealth Management

Soft Skills

LeadershipMentoringCounseling

Certifications & Qualifications

CPAJD

Industry Keywords

High-Net-Worth IndividualsAffluent FamiliesFamily OfficesTrusts

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