Job 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