High Net Worth Tax Principal

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🌽 Illinois – Remote

🌽 Illinois – Remote

⏰ Full Time

🔴 Lead

💰 Tax

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Baker Tilly US

WebsiteLinkedInAll Job Openings

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