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High Net Worth Tax Principal at Baker Tilly - ApplyBlast

High Net Worth Tax Principal

Baker Tilly

1 day ago

Miami, Florida, United States

Onsite

Full Time

Executive

0 applicants

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About this role

Baker Tilly is seeking a High Net Worth Tax Principal to lead its private wealth practice, providing strategic tax planning and consulting services to high-net-worth individuals, family offices, and privately held businesses. The role involves managing complex tax compliance, advising on succession planning, and mentoring staff while driving client acquisition and firm growth. This position offers an ownership experience within a fast-growing advisory firm.

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.