Private Wealth Tax Principal

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 that deliver 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. Build on technical competence by staying up-to-date on trends and authorities and applying them to complex situations. Manage client engagement staffing, billings/collections, and ensure client profitability targets are met. Utilize entrepreneurial skills to network and build relationships internally and externally with the goal of acquiring new clients, projects, and revenue. Invest in professional development and support the growth of team members through Baker Tilly Care and Teach philosophy. Available to participate in firm-wide learning programs and accommodate special requests in interviewing/onboarding processes.