Junior Consultant in tax advisory working on national and international tax issues. Collaborating on interdisciplinary projects in a diverse consulting team in Germany.
BC
Hybrid Managing Director – Wealth Tax
Posted last month
About the role
- Managing Director in Wealth Tax responsible for advising high-net-worth clients on estate planning. Leading practice growth and talent development in a respected accounting firm.
Responsibilities
- Serve as a trusted advisor to high-net-worth and ultra-high-net-worth clients on sophisticated trust, estate, gift, and GST tax matters.
- Lead the development and execution of advanced wealth transfer, charitable, and succession planning strategies.
- Oversee complex fiduciary income tax, estate tax, and gift tax engagements, ensuring excellence in service delivery and risk management.
- Drive growth of the Wealth Tax and Trusts & Estates practice through client origination, cross-selling, and collaboration across Baker Tilly’s national platform.
- Maintain and expand relationships with attorneys, trustees, investment advisors, and family office professionals.
- Provide executive leadership and mentorship to Senior Managers, Managers, and staff; play a key role in recruiting and retaining top talent.
- Represent the firm through thought leadership, speaking engagements, and participation in professional organizations focused on private wealth and estate planning.
- Stay at the forefront of legislative and regulatory developments impacting trusts and estates and proactively guide clients and teams.
Requirements
- Bachelor’s degree in Accounting or Finance; CPA required
- JD or LL.M. in Taxation strongly preferred
- Minimum of ten (10)+ years of experience in trust and estate taxation and private client services
- Deep expertise in fiduciary taxation, estate and gift tax planning, charitable planning, and wealth preservation strategies
- Proven success in client relationship management, practice growth, and leadership.
- Strong executive presence, communication skills, and strategic mindset.
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Tax Associate preparing corporate tax compliance and provision calculations for clients. Supporting tax planning and providing guidance to junior staff in a collaborative environment.
Tax Manager managing corporate tax responsibilities for clients. Overseeing tax return preparation, advising on tax services, and mentoring staff in Armanino India LLP.
Tax Associate preparing tax returns for Individuals, Partnerships, S and C - corporations at Armanino. Conducting tax research and supporting the partner team in strategic planning.
Tax Manager providing comprehensive tax services and compliance for privately held businesses at Armanino India LLP. Leading tax return preparations and advising clients on tax issues with a focus on growth.
Tax Senior Associate preparing and reviewing tax returns for individuals and businesses. Conducting research and mentoring interns within the firm.
Senior Tax Associate preparing and reviewing tax returns for individuals and businesses in real estate. Focusing on strategy development and mentoring key talent within the team.
Senior Manager leading customs and trade tax projects at PwC. Engaging with clients at a senior level while developing top - performing teams.
Associate role in Customs & International Trade Tax at PwC, focusing on indirect tax planning and compliance. Engaging in client projects and developing technical knowledge in international business transactions.
Tax Manager overseeing complex tax returns and fostering client relationships at a top advisory firm. Managing a team and providing strategic tax planning solutions while ensuring compliance with tax laws.