High Net Worth Tax Partner
Company: Baker Tilly US, LLP
Posted on: February 7, 2024
Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm,
providing clients with a genuine coast-to-coast and global
advantage in major regions of the U.S. and in many of the world's
leading financial centers - New York, London, San Francisco, Los
Angeles and Chicago. Baker Tilly is an independent member of Baker
Tilly International, a worldwide network of independent accounting
and business advisory firms in 145 territories, with 41,000
professionals and a combined worldwide revenue of $4.7 billion.
Please discuss the work location status with your Baker Tilly
talent acquisition professional to understand the requirements for
an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer.
All qualified applicants will receive consideration for employment
without regard to race, color, religion, sex, national origin,
disability or protected veteran status, gender identity, sexual
orientation, or any other legally protected basis, in accordance
with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker
Tilly US, LLP, employee e-mail accounts are considered property of
Baker Tilly US, LLP, and are not subject to payment of agency fees.
In order to be an authorized recruitment agency ("search firm") for
Baker Tilly US, LLP, there must be a formal written agreement in
place and the agency must be invited, by Baker Tilly's Talent
Attraction team, to submit candidates for review via our applicant
Are you looking to join an entrepreneurial firm which is one of the
fastest growing in the US - one where you will be the "go to" high
net worth tax expert?
Are you inspired to lead a practice, lead people and make a
difference for your clients?
If yes, consider joining Baker Tilly LLP (BT) as a High Net Worth
Tax Partner! Our private wealth practice recognizes the unique
challenges of wealthy individuals and privately held business
owners. We help company executives, business owners, affluent
families and family offices, estates and trusts in managing,
preserving and transitioning wealth. Our consulting professionals
provide comprehensive strategic income, trust, estate and gift tax,
succession planning, valuation and international tax services.
You will work side-by-side with firm leadership and will be a
valued mentor and coach to a group of talented staff. BT has the
ability to provide you with an amazing ownership experience working
with some of the most entrepreneurial partners in our field.
What you will do:
- 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
- Build on technical competence by keeping up-to-date on trends,
developments and technical authorities - applying them to complex
- 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
- Support the growth and development of team members through the
Baker Tilly Care and Teach philosophy, helping associates meet
their professional goals
- Enjoy friendships, social activities and team outings that
encourage a work-life balance
Successful candidates will have:
- 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. 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
- Extensive public accounting firm experience, ideally in a
- Six (6)+ years supervisory experience, mentoring and counseling
- 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
Keywords: Baker Tilly US, LLP, Frisco , High Net Worth Tax Partner, Accounting, Auditing , Frisco, Texas
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