High Net Worth Tax MD — Lead Private Wealth Advisory

High Net Worth Tax MD — Lead Private Wealth Advisory

baker tilly advisory group lpIrvine, CA

yesterday

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Baker Tilly Advisory Group, LP is seeking a High Net Worth Tax Managing Director to lead our private wealth practice in the U.S. This role focuses on wealth management for wealthy individuals and family offices, estates and trusts, with strategic income, trust, estate and gift tax services. You will work side-by-side with firm leadership, mentor talented staff, and help grow client relationships and engagements, providing an ownership experience in a dynamic, entrepreneurial environment.

Also on the board Same function, level within a rung

Level

Manager

Location

Irvine, CA

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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