Baker Tilly US · 6 hours ago
HNW Tax Principal
Cochise, AZ
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage. The High Net Worth Tax Principal will lead compliance and consulting services for high-net-worth individuals and families, managing complex tax planning and strategic consulting engagements.
Accounting
No H1B
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 your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue
Invest in your 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, helping associates meet their professional goals
Qualification
Required
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, ideally in an equity-holding role
Demonstrated track record of client success in the Chicago area
Ten (10)+ years' experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses. This includes 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 in order to stay current regarding applicable strategies, 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
Company
Baker Tilly US
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.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Brett Bowles, CPA
Senior Consultant - Transaction and CFO Advisory
Caleb Tollefson
CFO Advisory Manager
Company data provided by crunchbase