High Net Worth Tax Partner

Min 10 yrs required

Full-time

No

Salary

The salary for the High Net Worth Tax Partner is 21598.


High Net Worth Tax Partner

Baker Tilly US, LLP is looking for a High Net Worth Tax Partner to join their team. This position will lead compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities. The salary for this position is 21598.

## Qualifications

Successful candidates for the High Net Worth Tax Partner role at Baker Tilly US, LLP will have:

* An undergraduate degree in accounting or law
* CPA or JD
* 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 leadership role
* Six (6)+ years supervisory experience, mentoring and counseling associates
* 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 ., without sponsorship, highly preferred

## Responsibilities

The High Net Worth Tax Partner role at Baker Tilly US, LLP will involve:

* Performing technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns
* Leading multiple engagements that deliver proactive tax planning and strategic consulting including federal, estate, gift, charitable planning and generation skipping tax
* Advising and making recommendations to clients on business succession planning
* Keeping up-to-date on trends, developments and technical authorities - applying them to complex situations
* Managing client engagement staffing, billings/collections, and ensuring client profitability targets are met
* Utilizing entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue
* Investing in professional development individually and through participation in firm wide learning and development programs
* Supporting the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals

## Salary

The salary for the High Net Worth Tax Partner is 21598.

## Overview

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 . 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 billion.

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 tracking system.

## High Net Worth Tax Partner

Baker Tilly US, LLP is looking for a High Net Worth Tax Partner to join their team. This position will lead compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities. The salary for this position is 21598.

### Responsibilities

The High Net Worth Tax Partner role at Baker Tilly US, LLP will involve:

* Performing technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns
* Leading multiple engagements that deliver proactive tax planning and strategic consulting including federal, estate, gift, charitable planning and generation skipping tax
* Advising and making recommendations to clients on business succession planning
* Keeping up-to-date on trends, developments and technical authorities - applying them to complex situations
* Managing client engagement staffing, billings/collections, and ensuring client profitability targets are met
* Utilizing entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue
* Investing in professional development individually and through participation in firm wide learning and development programs
* Supporting the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals

### Qualifications

Successful candidates for the High Net Worth Tax Partner role at Baker

Not Specified

Not Specified

Not Specified

CPA, JD, Tax Planning, Consulting, Personal Taxation, Trust Taxation, Estate & Gift Taxation, Charitable Taxation, Flow Through Entities, Partnership Taxation, Corporate Taxation

Undergraduate degree in accounting or law required

Apply through website

Qualification and Experience Undergraduate degree in accounting or law required, CPA or JD required

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