High Net Worth Tax Principal

🕒 July 8

🌽 Illinois – Remote

🌽 Illinois – Remote

⏰ Full Time

🔴 Lead

💰 Tax

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 55%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Baker Tilly US

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🏗️ Construction

🏥 Healthcare

📦 Logistics

Construction • Healthcare • Logistics

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 delivering 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 • Keep up-to-date on trends, developments and technical authorities and apply them to complex situations • Manage client engagement staffing, billings/collections, and client profitability targets • Network and build strong internal and external relationships to acquire new clients, projects and revenue • Participate in firm-wide learning and development programs • Support team member growth through the Baker Tilly Care and Teach philosophy • Enjoy friendships, social activities and team outings that encourage work-life balance

🎯 Requirements

• 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 • Ten (10)+ years’ experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses • 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 • Ability to provide exceptional client service • Commitment to continuous learning to stay current regarding applicable strategies • Ability to see the “big picture” as well as the details • Appropriate ethical knowledge and commitment • Sense of urgency and commitment to quality and timely completion of projects • Eligibility to work in the U.S., without sponsorship, highly preferred

🏖️ Benefits

• Enjoy friendships, social activities and team outings that encourage a work-life balance • Participation in firm wide learning and development programs • Professional development opportunities • Baker Tilly Care and Teach philosophy supporting team member growth and development • Ownership experience