Baker Tilly US
5001 - 10000 employees
💸 Finance
🏢 Enterprise
Finance • Consulting • Enterprise
Baker Tilly US is a professional services firm offering accounting, assurance, tax, and business advisory services. The company provides a wide range of services, including cybersecurity, artificial intelligence consulting, ESG and sustainability advisory, and risk advisory. Baker Tilly serves numerous industries such as construction, energy, healthcare, higher education, and real estate by offering industry-specific insights and solutions. It is also part of the Baker Tilly International network, the 10th largest accountancy and advisory network globally.
High Net Worth Tax Principal
🕒 June 19
📊 Check your resume score for this job
Improve your chances of getting an interview by checking your resume score before you apply.
Baker Tilly US
5001 - 10000 employees
💸 Finance
🏢 Enterprise
Finance • Consulting • Enterprise
Baker Tilly US is a professional services firm offering accounting, assurance, tax, and business advisory services. The company provides a wide range of services, including cybersecurity, artificial intelligence consulting, ESG and sustainability advisory, and risk advisory. Baker Tilly serves numerous industries such as construction, energy, healthcare, higher education, and real estate by offering industry-specific insights and solutions. It is also part of the Baker Tilly International network, the 10th largest accountancy and advisory network globally.
📋 Description
• 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 with the goal of acquiring new clients, projects, and revenue • Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
🎯 Requirements
• 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
🏖️ Benefits
• Professional development opportunities • Investment in your professional development individually and through participation in firm wide learning and development programs • Enjoy friendships, social activities and team outings that encourage a work-life balance
Apply NowSimilar Jobs
🕒 June 17
Director of HR Business Partner leading strategic people initiatives at Cargill. Partnering with senior leaders to enhance organizational capabilities and drive performance.
🕒 June 17
Tax Manager overseeing international tax compliance for Chainlink, a leading oracle platform. Supporting product launches and global structuring in the blockchain industry.
🕒 June 15
Customer Success Manager at Thomson Reuters specializing in Indirect Tax. Focused on building customer relations, delivering educational support, and driving growth and retention.
🕒 June 15
Principal, Tax role focusing on global tax strategy and governance for a finance organization. Collaborating with leadership to shape policy and influence financial decisions.
🇺🇸 United States – Remote
💵 $155k - $195k / year
💰 Private Equity Round on 2016-12
⏰ Full Time
🔴 Lead
💰 Tax
🦅 H1B Visa Sponsor
🕒 June 12
Director of Tax at ReSource Pro leading global tax compliance and managing treasury operations. Overseeing M&A due diligence and ensuring sufficient funds in bank accounts.
