Baker Tilly US
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.
Private Wealth Tax Principal
🔥 0 minutes ago
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Baker Tilly US
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 for high-net-worth individuals, affluent families, family offices, private businesses and investment entities • Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns • Lead engagements delivering proactive tax planning and strategic consulting, including federal, estate, gift, charitable and generation-skipping tax planning • Advise clients on business succession planning • Maintain current knowledge of tax trends, developments and technical authorities and apply them to complex situations • Manage engagement staffing, billings and collections, and client profitability targets • Network internally and externally to acquire new clients, projects and revenue • Participate in firm-wide learning and development programs • Support team-member growth through mentoring and coaching
🎯 Requirements
• Undergraduate degree in accounting or law required • CPA or JD required • Experience as a leader in a public accounting firm in the Tax space • Fifteen (15)+ years’ experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities and private businesses • Strong experience in personal, trust, estate and gift, charitable, flow-through entity, partnership and corporate taxation • Six (6)+ years supervisory experience mentoring and counseling associates • Ability to lead and supervise others and provide exceptional client service • Commitment to continuous learning and staying current on applicable strategies • Ability to understand both the big picture and details • Appropriate ethical knowledge and commitment • Sense of urgency and commitment to quality and timely project completion • Eligibility to work in the U.S. without sponsorship highly preferred
🏖️ Benefits
• Firm-wide learning and development programs • Professional development opportunities • Mentoring and coaching opportunities • Friendships, social activities and team outings that encourage a work-life balance • Ownership experience • Equal opportunity/affirmative action employment
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