Senior HNWI Tax Principal - Private Wealth Leader
baker tilly advisory group lpMillbrae, CA
Senior HNWI Tax Principal - Private Wealth Leader
baker tilly advisory group lpMillbrae, CA
today
Industries
Tax Preparation ServicesOffices of Certified Public AccountantsTrust, Fiduciary, and Custody ActivitiesAbout the role
Baker Tilly Advisory Group, LP is seeking a High Net Worth Tax Principal to lead compliance and strategic tax services for wealthy individuals, families, and private businesses. You will mentor staff, manage multiple engagements, and drive proactive planning while collaborating with firm leadership to grow the practice.
The role expects extensive experience in personal, trust, estate, and gift taxation, with a strong emphasis on client relations and business development.
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JOB OVERVIEW
Experience level
Lead
Location
Millbrae, CA
Occupation
Tax Preparers
Industry
Tax Preparation Services
Posted
today
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