Baker Tilly US US | High Net Worth Tax Principal

Responsibilities

• Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
• If yes, consider joining Baker Tilly (BT) as a High Net Worth Tax Principal!
• You will work side-by-side with firm leadership and will be a valued mentor and coach to a group of talented staff.
• 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 keeping up-to-date on trends, developments and technical authorities - applying them to complex situations.

Requirements

• Experience as a leader in a public accounting firm in the Tax space.
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current 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.

Baker Tilly US, LLP

The firm's roots in the United States go back to 1931, when it began as Virchow, Krause & Company, and the current partnership was organised in 1953. It joined Baker Tilly International in 1999 and took the Baker Tilly name in 2009. It has since grown through mergers with ParenteBeard in 2014 and Squar Milner in 2020, among others. Baker Tilly provides audit and assurance, tax, and advisory services, with a CPA firm handling attest work and a separate advisory group handling tax and consulting.

• Industry: Accounting, tax, assurance and advisory services, including managed accounting services
• Headquarters: Chicago, Illinois, United States (U.S. member firm of Baker Tilly International)