The role involves leading a practice as the go-to expert for high-net-worth individuals and family offices in managing and transitioning wealth
Job Summary
The role involves leading a practice as the go-to expert for high-net-worth individuals and family offices in managing and transitioning wealth.
Candidates will perform technical reviews of complex tax returns including partnerships, S-corps, trusts, and estates while providing proactive strategic consulting.
The position offers an ownership experience with firm leadership and emphasizes mentoring staff through the Baker Tilly Care and Teach philosophy.
Matching Summary
The role involves leading a practice as the go-to expert for high-net-worth individuals and family offices in managing and transitioning wealth.
Skills & Requirements
Must-have
Complex individual tax return preparation
Trust and estate tax planning expertise
Business succession planning advisory
Federal and state tax compliance leadership
Client engagement profitability management
Nice-to-have
Entrepreneurial partnership experience
International tax knowledge
Strong networking and business development skills
Mentoring and coaching team members
Work-life balance culture
Key Requirements
CPA or JD degree required
10+ years tax planning experience for wealthy clients
6+ years supervisory and mentoring experience
Eligibility to work in the U.S. without sponsorship preferred
Work Rights
Eligibility to work in the U.S. without sponsorship highly preferred