High Net Worth Tax Principal

Baker Tilly US

High Net Worth Tax Principal at Baker Tilly leading tax compliance and consulting for affluent clients. Overseeing engagements and advising on business succession planning and tax strategies.

Posted 7/28/2026full-timeLos Angeles • California • 🇺🇸 United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax planning and consulting for high-net-worth individuals and families, with a strong focus on personal, trust, estate, and gift taxation. Proven ability to lead client engagements, manage teams, and deliver exceptional client service while maintaining compliance and ethical standards.

Highest-signal resume keywords

Tax Planning and ConsultingPersonal TaxationTrust TaxationEstate and Gift TaxationLeadership and Supervision

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return ReviewBusiness Succession PlanningCharitable TaxationPartnership TaxationCorporate Taxation

Soft Skills

Client ServiceMentoringNetworkingContinuous LearningAttention to Detail

Certifications & Qualifications

CPAJD

Industry Keywords

High-Net-Worth IndividualsFamily OfficesInvestment EntitiesPublic AccountingCompliance

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 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
Experience as a leader in a public accounting firm in the Tax space
Ten (10)+ years’ experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses. This includes strong experience in personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities, partnership taxation and corporate taxation
Six (6)+ years supervisory experience, mentoring and counseling associates
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
Eligibility to work in the U.S., without sponsorship, highly preferred

Benefits

Comp & perks

Enjoy friendships, social activities and team outings that encourage a work-life balance
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Invest in your professional development individually and through participation in firm wide learning and development programs