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High Net Worth Tax Principal at Baker Tilly - ApplyBlast

High Net Worth Tax Principal

Baker Tilly

3 days ago

Williamsport, Pennsylvania, United States

Onsite

Full Time

Executive

0 applicants

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About this role

The High Net Worth Tax Principal leads compliance and consulting services for wealthy individuals, family offices, and private businesses, focusing on strategic tax planning and wealth management. This role involves mentoring staff, managing client engagements, and driving business development through entrepreneurial networking. The position requires a CPA or JD with extensive experience in tax planning for high-net-worth clients.

Responsibilities

Lead compliance and consulting services for high-net-worth individuals and family offices
Perform technical review of complex individual, partnership, and trust tax returns
Manage client engagement staffing, billings, and ensure profitability targets are met

Skills

Qualifications

CPAJD

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.