High Net Worth Tax Principal

Baker Tilly US

. Lead compliance and consulting services for high-net-worth individuals, multigenerational affluent families, family offices, and their private businesses or investment entities .

Posted 11/6/2026full-timeUnited StatesLeadWebsite

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, mentoring staff, and maintaining compliance with ethical standards.

Highest-signal resume keywords

CPAJDTax PlanningClient ServiceSupervisory 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 ReviewsProactive Tax Planning

Soft Skills

Exceptional Client Service SkillsMentoringCoachingNetworkingCommitment to Continuous Learning

Certifications & Qualifications

CPAJD

Industry Keywords

High-Net-Worth IndividualsMultigenerational FamiliesFamily OfficesInvestment EntitiesPublic AccountingTax ConsultingEngagement ManagementProfitability TargetsEthical KnowledgeWork-Life Balance

About the role

Key responsibilities & impact

Lead compliance and consulting services for high-net-worth individuals, multigenerational affluent families, family offices, and their private businesses or investment entities
Perform technical reviews of complex individual, partnership, S-corporation, trust, estate, gift, and state tax returns
Lead engagements delivering proactive tax planning and strategic consulting, including federal, estate, gift, charitable, and generation-skipping tax planning
Advise clients and make recommendations on business succession planning
Keep technical knowledge current by monitoring trends, developments, and technical authorities and applying them to complex situations
Manage client engagement staffing, billings, and collections while ensuring profitability targets are met
Network and build internal and external relationships to acquire new clients, projects, and revenue
Participate in firm-wide learning and development programs
Support team-member growth and development through the Baker Tilly Care and Teach philosophy
Work with firm leadership and mentor and coach talented staff
Participate in friendships, social activities, and team outings that encourage work-life balance

Requirements

What you’ll need

Undergraduate degree in accounting or law required
CPA or JD required
Experience as a leader in a public accounting firm in the Tax space
10+ 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 and gift taxation, charitable taxation, with exposure to flow-through entities, partnership taxation, and corporate taxation
6+ years supervisory experience, mentoring and counseling associates
Ability to lead and supervise others
Exceptional client service skills
Commitment to continuous learning and staying current regarding applicable strategies
Ability to see the big picture as well as the details
Appropriate ethical knowledge and commitment
Sense of urgency and commitment to quality and timely completion of projects
Eligibility to work in the U.S. without sponsorship highly preferred

Benefits

Comp & perks

Ownership experience
Firm-wide learning and development programs
Professional development opportunities
Work-life balance supported by friendships, social activities, and team outings