High Net Worth Tax Managing Director

Baker Tilly US

High Net Worth Tax Managing Director leading tax compliance and consulting services at Baker Tilly. Advising affluent clients on wealth management and succession planning with a focus on strategic tax solutions.

Posted 7/28/2026full-timeLos Angeles • California • 🇺🇸 United StatesLead💰 $201,810 - $382,600 per yearWebsite

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 compliance, business succession planning, and client relationship management. Proven ability to lead teams, mentor associates, and drive client profitability through strategic consulting and proactive tax strategies.

Highest-signal resume keywords

Tax PlanningClient Relationship ManagementSupervisory ExperienceCPABusiness Succession Planning

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return ReviewEstate PlanningGift PlanningCharitable PlanningGeneration Skipping Tax

Soft Skills

LeadershipMentoringClient ServiceNetworking

Certifications & Qualifications

CPAJD

Industry Keywords

High-Net-Worth IndividualsFamily OfficesPrivate BusinessesInvestment EntitiesCompliance Services

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
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
Eight (8)+ years’ experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses
Four (4)+ years supervisory experience, mentoring and counseling associates
Ability to lead and supervise others, provide exceptional client service
Eligibility to work in the U.S., without sponsorship, highly preferred
Ability to travel as needed for client engagements

Benefits

Comp & perks

Comprehensive strategic income, trust, estate and gift tax, succession planning, valuation and international tax services
Participation in firm wide learning and development programs
Baker Tilly Care and Teach philosophy supports professional development
Enjoy friendships, social activities and team outings that encourage a work-life balance