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High Net Worth Tax Managing Director
Baker Tilly USHigh Net Worth Tax Managing Director at Baker Tilly overseeing compliance and consulting for wealthy individuals and their businesses. Delivering proactive tax strategies and mentoring talented staff.
Posted 7/28/2026full-timeSan Francisco • California • 🇺🇸 United StatesLead💰 $201,810 - $382,600 per yearWebsite
Core Competencies
Role fitCore 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 strategic consulting. Proven ability to lead teams, mentor associates, and deliver exceptional client service.
Highest-signal resume keywords
Tax PlanningCompliance ServicesClient ServiceSupervisory ExperienceCPA or JD
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tax Return ReviewEstate PlanningGift PlanningCharitable PlanningGeneration Skipping Tax
Soft Skills
LeadershipMentoringCounseling
Certifications & Qualifications
CPAJD
Industry Keywords
High-Net-Worth IndividualsMulti-Generational FamiliesFamily OfficesInvestment EntitiesPrivate Businesses
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
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
Benefits
Comp & perks- Professional development opportunities
- Social activities and team outings