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About the Role

Lead compliance and consulting services for high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses. This role involves technical review, strategic tax planning, client advising, and business development within a growing entrepreneurial firm.

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
• Advise and make 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 for acquiring new clients, projects, and revenue
• Invest in 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
• 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
• Experience as a leader in a public accounting firm in the Tax space
• Ten (10)+ 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
• Six (6)+ years supervisory experience, mentoring and counseling associates
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning, 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

Skills

• Tax planning
• Tax consulting
• Client service
• Business development
• Networking
• Mentoring
• Leadership
• Teamwork
• Continuous learning

Location

• U.S.

Work Type

• Full-time

Experience Level

• Principal
• 10+ years experience
• 6+ years supervisory experience

Education Level

• Undergraduate degree in accounting or law
• CPA
• JD

Benefits

• Ownership experience
• Professional development programs
• Friendships, social activities and team outings

About the Company

• Baker Tilly is a leading advisory, tax and assurance firm with a genuine coast-to-coast and global advantage.
• Baker Tilly Advisory Group, LP and Baker Tilly US, LLP provide professional services through an alternative practice structure.
• Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services.
• Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services.
• Baker Tilly is an independent member 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.

Equal Opportunity

• 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.