High Net Worth Tax Principal

Baker Tilly US

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

Posted 11/3/2026full-timePhiladelphia • Pennsylvania • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax planning and consulting for high-net-worth individuals and entities, with a strong focus on personal, trust, estate, and charitable taxation. Proven leadership in managing client engagements, mentoring staff, and delivering exceptional client service while maintaining 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 Planning

Soft Skills

LeadershipMentoringClient ServiceNetworkingContinuous Learning

Certifications & Qualifications

CPAJD

Industry Keywords

High-Net-Worth IndividualsAffluent FamiliesFamily OfficesPrivate BusinessesInvestment EntitiesTax ConsultingCompliance ServicesEngagement StaffingBillingsClient Profitability

About the role

Key responsibilities & impact

Lead compliance and consulting services for high-net-worth individuals, affluent families, family offices, private businesses, and investment entities
Perform technical review of complex individual, partnership, S-corp, 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 on business succession planning
Keep current with trends, developments, and technical authorities and apply them to complex situations
Manage client engagement staffing, billings, collections, and client profitability targets
Network and build internal and external relationships to acquire new clients, projects, and revenue
Support team-member growth through the Baker Tilly Care and Teach philosophy
Mentor and coach talented staff
Participate in firm-wide learning and development programs

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
Ten (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 & gift taxation, charitable taxation, with exposure to flow through entities, partnership taxation and corporate taxation
Six (6)+ years supervisory experience, mentoring and counseling associates
Ability to lead and supervise others
Ability to provide exceptional client service
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 through friendships, social activities, and team outings