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High Net Worth Tax Principal

Baker Tilly · Posted Nov 6, 2026

Miami, Florida, United States
Full-time · Principal
10+ years

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The High Net Worth Tax Principal will lead a practice, mentor staff, and provide comprehensive strategic tax services for wealthy individuals, affluent families, and family offices.

Responsibilities

Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities
Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns
Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal, estate, gift, charitable planning and generation skipping tax
Advise and make recommendations to clients on business succession planning
Build on technical competence by keeping up-to-date on trends, developments and technical authorities

Requirements

Undergraduate degree in accounting or law
Nice to have: Eligibility to work in the U.S., without sponsorship

Skills

CPA JD Tax planning Personal taxation Trust taxation

High Net Worth Tax Managing Director

High Net Worth Tax Managing Director

Compensation

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Requirements

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High Net Worth Tax Principal

Responsibilities

Requirements

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