High Net Worth Tax Managing Director

Baker Tilly US

. Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities .

Posted 11/10/2026full-timeUnited StatesLead💰 $201,810 - $382,600 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax planning and consulting for high-net-worth individuals and families, with a strong focus on personal, trust, estate, and gift taxation. Proven leadership in managing client engagements and mentoring team members while maintaining exceptional client service and ethical standards.

Highest-signal resume keywords

CPAJDTax PlanningClient Engagement ManagementSupervisory Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Personal TaxationTrust TaxationEstate TaxationGift TaxationCharitable TaxationPartnership TaxationCorporate TaxationBusiness Succession PlanningTechnical Review of Tax ReturnsProactive Tax Consulting

Soft Skills

LeadershipMentoringClient ServiceContinuous LearningRelationship Building

Certifications & Qualifications

CPAJD

Industry Keywords

High-Net-Worth IndividualsMulti-Generational FamiliesFamily OfficesInvestment EntitiesPublic AccountingTax ComplianceClient ProfitabilityNetworkingBaker Tilly Care and Teach PhilosophyU.S. Work Eligibility

About the role

Key responsibilities & impact

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 delivering 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
Keep up-to-date on trends, developments and technical authorities and apply them to complex situations
Manage client engagement staffing, billings/collections, and client profitability targets
Network and build strong internal and external relationships to acquire new clients, projects, and revenue
Support team member growth and development through the Baker Tilly Care and Teach philosophy

Requirements

What you’ll need

An undergraduate degree in accounting or law required
CPA or JD required
Experience as a leader in a public accounting firm in the Tax space
Eight (8)+ years’ experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses
Strong experience in personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities, partnership taxation and corporate taxation
Four (4)+ years supervisory experience, mentoring and counseling associates
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning, 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 timely completion of projects
Eligibility to work in the U.S., without sponsorship, highly preferred
Ability to travel as needed for client engagements

Benefits

Comp & perks

Ownership experience
Professional development individually and through firm-wide learning and development programs
Mentoring and coaching opportunities
Work-life balance encouraged through friendships, social activities, and team outings