Hnw Tax Principal

Baker Tilly

Chicago, IL, USA
Not specified; not specified; not specified
Complex individual tax return preparation
Trust estate and gift tax planning
Business succession planning advisory
This role involves leading compliance and consulting services for high-net-worth individuals, multi-generational families, and family offices

Job Summary

  • This role involves leading compliance and consulting services for high-net-worth individuals, multi-generational families, and family offices.
  • Candidates will be expected to perform technical reviews of complex tax returns including partnerships, S-corps, trusts, and estates.
  • The position offers an ownership experience with entrepreneurial partners and the opportunity to build a practice in a fast-growing firm.

Matching Summary

This role involves leading compliance and consulting services for high-net-worth individuals, multi-generational families, and family offices.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Complex individual tax return preparation
  • Trust estate and gift tax planning
  • Business succession planning advisory
  • Federal state and international tax expertise
  • Client engagement staffing and billing management

Nice-to-have

  • Entrepreneurial partnership ownership experience
  • Mentoring and coaching staff members
  • Strong networking and client acquisition skills
  • Proactive strategic consulting approach

Key Requirements

  • CPA or JD degree required
  • 10+ years tax planning experience for wealthy clients
  • 6+ years supervisory and mentoring experience
  • Track record of client success in Chicago area
  • Eligibility to work in US without sponsorship preferred

Work Rights

Eligibility to work in US without sponsorship highly preferred

Tailored Resume

Cover Letter