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Senior HNWI Tax Principal - Private Wealth Leader

Senior HNWI Tax Principal - Private Wealth Leader

baker tilly advisory group lpMillbrae, CA

27 days ago

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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.

Also on the board Same function, level within a rung

Level

Lead

Location

Millbrae, CA

Occupation

Tax Preparers

Industry

Tax Preparation Services

Posted

27 days ago

Apply for this role (opens in a new tab)