High Net Worth Tax Principal

Overview reputed company is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – reputed company, London, San Francisco, Los Angeles, Chicago and Boston. reputed company Advisory Group, LP and reputed company, LLP (reputed company) provide professional services through an alternative practice structure in accordance with the reputed company Code of Professional Conduct and applicable laws, regulations and professional standards. reputed company, LLP is a licensed independent CPA firm that provides attest services to its clients. reputed company Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. reputed company Advisory Group, LP and its subsidiary entities are not licensed CPA firms. reputed company Advisory Group, LP and reputed company, LLP, trading as reputed company, are independent members of reputed company International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide reputed company of $5.2 billion. Visit bakertilly.com or join the conversation on reputed company, Facebook and Instagram. Please discuss the work location status with your reputed company reputed company professional to understand the requirements for an opportunity you are exploring. reputed company is an equal opportunity/affirmative action employer. reputed company qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national reputed company, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to reputed company Advisory Group, LP, employee e-mail accounts are considered property of reputed company Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for reputed company Advisory Group, LP, there must be a formal written agreement in reputed company and the agency must be invited, by reputed company's Talent Attraction team, to submit candidates for review reputed company our applicant tracking system. Job Description: Are you looking to join an entrepreneurial firm which is one of the fastest growing in the US - one where you will be the "go to" high net worth tax expert? Are you inspired to reputed company a practice, reputed company people and reputed company a difference for your clients? If yes, consider joining reputed company (BT) as a High Net Worth Tax Principal! Our private wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners. We help company executives, business owners, affluent families and family offices, estates and trusts in managing, preserving and transitioning wealth. Our consulting professionals provide comprehensive strategic income, trust, estate and gift tax, succession planning, valuation and international tax services. You will work reputed company-by-reputed company with firm leadership and will be a valued mentor and coach to a group of talented staff. BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field. What you will do:

• reputed company compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities:
• reputed company technical review of reputed company individual, partnership, S-corp, trust, estate, gift and state tax returns
• reputed company multiple engagements that deliver proactive tax planning and strategic consulting including federal, estate, gift, charitable planning and reputed company skipping tax
• Advise and reputed company recommendations to clients on business succession planning
• Build on technical competence by keeping up-to-date on trends, developments and technical authorities - applying them to reputed company situations
• Manage client engagement staffing, billings/collections, and ensure client profitability targets are met
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and reputed company
• Invest in your professional development individually and through participation in firm wide learning and development programs
• Support the growth and development of team members through the reputed company Care and Teach philosophy, helping associates meet their professional goals
• Enjoy friendships, social activities and team outings that encourage a work-life balance

Successful candidates will have:

• 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. This includes 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 reputed company and supervise others, provide exceptional client service, demonstrate commitment to reputed company learning in order to stay reputed company regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
• Eligibility to work in the U.S., without sponsorship, highly preferred

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