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 major U.S. regions and key 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. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Job Description

Are you looking to join an entrepreneurial firm where you will be the "go-to" high net worth tax expert? Are you inspired to lead a practice, lead people, and make a difference for your clients? If yes, consider joining Baker Tilly (BT) as a High Net Worth Tax Managing Director!

Our private wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners. We help company executives, business owners, affluent families, and family offices, estates, and trusts manage, preserve, and transition wealth. Our consulting professionals provide comprehensive strategic income, trust, estate, and gift tax, succession planning, valuation, and international tax services. You will work side-by-side with firm leadership and will be a valued mentor and coach to a group of talented staff.

• 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.
• Builds on technical competence by staying updated on trends, developments, and technical authorities—applying them to complex situations.
• Manages client engagement staffing, billings/collections, and ensures client profitability targets are met.
• Utilizes your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue.
• Invests in your professional development individually and through participation in firm-wide learning and development programs.
• Supports the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.
• Enjoys friendships, social activities, and team outings that encourage a work-life balance.

Successful Candidates Will Have:

• An undergraduate degree in accounting or law required.
• A 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. 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.
• Four (4)+ 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.
• Ability to travel as needed for client engagements.

The compensation range for this role is $201,810 to $382,600. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.