Job Details

High Net Worth Tax Senior Associate

Company name

Baker Tilly Virchow Krause, LLP

Organization Type


Job Type


Date Last Verified

May 16,2019

Valid Through

Aug 29,2019

Posted on

Jan 14,2019

Years of Experience

Min 3 yrs required


Milwaukee, WI, United States

Employment Type



Practice Area
Tax >> Tax - General
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High Net Worth Tax Senior Associate
Responsibilities: 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. Comply with continuing education requirements; participate in professional organizations, independent study, etc.

Qualification and Experience

Qualifications: Bachelor’s Degree in Business Administration or related field required. CPA and/or JD Degree preferred. 3+ years of experience in a professional services firm providing tax compliance services. Experience in financial modeling and analysis. Demonstrated analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel) required. Demonstrate excellent team skills, positive attitude and high ethical standards.

Additional info

Job ID: 11311

Company info

Hiring Coordinator
Baker Tilly Virchow Krause, LLP
115 South 84th Street
Suite 400
Milwaukee, WI 53214

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