Tax Processing Coordinator at KSM ensuring precision in tax return processing. Support engagement teams, maintain quality standards, and collaborate on deliverables.
BC
Hybrid Managing Director – Wealth Tax
Posted 3 months ago
About the role
- Managing Director in Wealth Tax responsible for advising high-net-worth clients on estate planning. Leading practice growth and talent development in a respected accounting firm.
Responsibilities
- Serve as a trusted advisor to high-net-worth and ultra-high-net-worth clients on sophisticated trust, estate, gift, and GST tax matters.
- Lead the development and execution of advanced wealth transfer, charitable, and succession planning strategies.
- Oversee complex fiduciary income tax, estate tax, and gift tax engagements, ensuring excellence in service delivery and risk management.
- Drive growth of the Wealth Tax and Trusts & Estates practice through client origination, cross-selling, and collaboration across Baker Tilly’s national platform.
- Maintain and expand relationships with attorneys, trustees, investment advisors, and family office professionals.
- Provide executive leadership and mentorship to Senior Managers, Managers, and staff; play a key role in recruiting and retaining top talent.
- Represent the firm through thought leadership, speaking engagements, and participation in professional organizations focused on private wealth and estate planning.
- Stay at the forefront of legislative and regulatory developments impacting trusts and estates and proactively guide clients and teams.
Requirements
- Bachelor’s degree in Accounting or Finance; CPA required
- JD or LL.M. in Taxation strongly preferred
- Minimum of ten (10)+ years of experience in trust and estate taxation and private client services
- Deep expertise in fiduciary taxation, estate and gift tax planning, charitable planning, and wealth preservation strategies
- Proven success in client relationship management, practice growth, and leadership.
- Strong executive presence, communication skills, and strategic mindset.
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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