Job Details

High Net Worth Tax Partner

Company name

Baker Tilly Virchow Krause, LLP

Organization Type


Job Type


Years of Experience

Min 12 yrs required


Milwaukee, WI

Date Last Verified

Dec 08,2017

Posted on

Jul 27,2017
Practice Area
Tax >> Tax - General
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High Net Worth Tax Partner The candidate will service, lead, and grow the Midwest Region practice. Will provide tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes. Interact closely with client's other advisors such as attorneys and financial asset managers. Research and consult on tax matters, primarily in the federal estate, gift, charitable planning, and generation-skipping tax and individual arenas. Consult, work with, and service clients to make recommendations on business succession planning and serve as a business advisor to client. Pursue new business development. Maintain primary and active relationships with key business contacts, key clients and referral sources. Identify additional areas of service to offer current clients. Convert opportunities for additional service and new business into engagements for the firm. Oversee project management, billing and collections for client work. Manage and lead the staff through counsel, guidance and coaching. Evaluate performance and work efforts; participate in performance appraisals process. Demonstrate excellent team skills, positive attitude and high ethical standards. Comply with continuing education requirements; participate in professional organizations, independent study, etc. Should have a Bachelor's degree in Business Administration or related field. CPA or J.D. degree is required. Master's degree in Tax is preferred. Must have 12+ years of relevant progressive tax consulting and compliance experience, in public accounting or consulting, including 6+ years of supervisory responsibilities. Experience in financial modeling and analysis is required.

Additional info

Job ID: 9932

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