Private Wealth Tax Principal

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. 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.

About the role

Join Baker Tilly as a Private Wealth Tax Principal and lead a practice where you will serve as the "go-to" expert for high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses. This entrepreneurial firm offers an ownership experience alongside some of the most innovative partners in the field. You will work closely with firm leadership, mentor talented staff, and drive growth in the Private Wealth practice, which specializes in managing, preserving, and transitioning wealth through comprehensive tax, succession planning, valuation, and international tax services.

Responsibilities

• Lead compliance and consulting services for high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses or investment entities.
• Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax returns.
• Lead multiple engagements delivering proactive tax planning and strategic consulting, including federal, estate, gift, charitable planning, and generation-skipping tax.
• Advise clients on business succession planning and make actionable recommendations.
• Stay current on tax trends, developments, and technical authorities, applying them to complex client situations.
• Manage client engagement staffing, billings, collections, and ensure profitability targets are met.
• Utilize entrepreneurial skills to network, build relationships, and acquire new clients, projects, and revenue.
• Invest in professional development through firm-wide learning programs and support team growth using Baker Tilly’s Care and Teach philosophy.
• Foster a collaborative environment with social activities and team outings that encourage work-life balance.

Requirements

• Undergraduate degree in accounting or law.
• CPA or JD required.
• Fifteen (15)+ years of experience in tax planning and consulting for wealthy individuals, family members, trusts, investment entities, and private businesses, including expertise in personal taxation, trust taxation, estate & gift taxation, charitable taxation, and exposure to flow-through entities, partnership taxation, and corporate taxation.
• Six (6)+ years of supervisory experience, including mentoring and counseling associates.
• Proven ability to lead and supervise teams, deliver exceptional client service, and commit to continuous learning.
• Strong attention to detail, ethical judgment, and a sense of urgency in completing high-quality projects.

Qualifications

• Experience as a leader in a public accounting firm in the Tax space.
• Eligibility to work in the U.S. without sponsorship is highly preferred.