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High Net Worth Tax Principal at Baker Tilly - ApplyBlast

High Net Worth Tax Principal

Baker Tilly

3 months ago

Philadelphia, PA, United States

Onsite

Full Time

Senior

0 applicants

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About this role

Baker Tilly is seeking a High Net Worth Tax Principal to lead compliance and consulting services for wealthy individuals, family offices, and private businesses. This role involves performing technical reviews of complex tax returns, managing client engagements, and mentoring a team of associates. The successful candidate will act as a go-to tax expert, driving business growth while providing strategic planning and succession advice.

Responsibilities

Lead compliance and consulting services for high-net-worth individuals
Perform technical review of complex individual and trust tax returns
Manage client engagement staffing and ensure profitability targets
Mentor and coach a group of talented staff members
Advise clients on business succession and strategic tax planning

Skills

Qualifications

CPA CertificationJD (Juris Doctor)Undergraduate Degree in Accounting or Law

About Baker Tilly

bakertilly.com

Headquarters

Chicago, Illinois, United States

Company Size

5001-10000 employees

View Profile

Baker Tilly is a top 10 advisory, tax, and assurance firm that brings enterprise-level thinking closer to middle-market businesses through guidance built around how they actually operate. The firm delivers advisory, tax, and assurance services across 30+ industries — including construction, healthcare, real estate, government, and private equity — helping organizations manage risk, improve performance, and pursue growth. Baker Tilly operates coast to coast and globally as an independent member of Baker Tilly International.