High Net Worth Tax Managing Director

Overview

Baker Tilly is a leading advisory, tax, and assurance firm, offering clients a coast-to-coast and global advantage in key U.S. regions and major financial centers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides assurance services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook, and Instagram.

Responsibilities

• 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
• Advises and makes 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 entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue
• Invest in your professional development individually and through participation in firm-wide learning and development programs
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
• Enjoy friendships, social activities, and team outings that encourage a work-life balance

Requirements

• 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. Strong experience in personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities, partnership taxation, and corporate taxation
• Four (4)+ years supervisory experience, mentoring, and counseling associates

Qualifications

• 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
• Ability to travel as needed for client engagements

Skills

• Strong technical expertise in tax planning and consulting
• Leadership and supervisory experience
• Strategic thinking and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to manage multiple engagements and deadlines

Benefits

Not specified

Pay

$201,810 to $382,600

Schedule

Not specified