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.
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 your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue.

An undergraduate degree in accounting or law required
CPA or JD required
Ten (10)+ years’ experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses.
Six (6)+ years supervisory experience, mentoring and counseling associates
Eligibility to work in the U.S., without sponsorship, highly preferred.

Baker Tilly has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field.
Comprehensive strategic income, trust, estate and gift tax, succession planning, valuation and international tax services.
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.

HNW Tax Principal

Key skills