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. As an independent member of Baker Tilly International, a worldwide network of accounting and business advisory firms, Baker Tilly provides professional services through an alternative practice structure.

Job Description

Are you ready to join an entrepreneurial firm that's among the fastest-growing in the U.S.? One where you'll 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?

• 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 and applying them to complex situations.

• Manages client engagement staffing, billings/collections, and ensures client profitability targets are met.

• Utilizes 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.
• 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.
• 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.

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.