High Net Worth Tax MD — Lead Private Wealth Advisory

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baker tilly advisory group lpIrvine (CA)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Manager

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About the 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.

Before you apply

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Your profile is current

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Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.