baker tilly advisory group lpIrvine, CA
High Net Worth Tax MD — Lead Private Wealth Advisory
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
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesOffices of Certified Public Accountants
Apply for this role →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