Position Overview
We are seeking a seasoned international tax professional to join our firm as a
Managing Director within Private Client Services. This is a leadership opportunity for an experienced international tax advisor with deep expertise in cross-border private wealth planning, closely held businesses, and high-net-worth individuals and families. The Managing Director will play a key role in shaping the firm's private client international tax strategy while advising clients on complex U.S. and global tax matters.
Responsibilities:
- Serve as a senior advisor to high-net-worth individuals, families, family offices, and closely held businesses on complex international tax and private wealth matters.
- Lead the design and implementation of tax-efficient inbound and outbound structures for private clients, including cross-border business ownership, family investment structures, and succession planning.
- Advise clients on the international tax implications of the Tax Cuts and Jobs Act of 2017, including GILTI, FDII, Subpart F, and related international provisions affecting private clients and pass-through entities.
- Provide strategic guidance on foreign reporting and compliance matters, including Forms 5471, 8865, 8938, FBAR, and other foreign disclosure requirements.
- Advise on offshore investment planning, repatriation strategies, and global cash-flow planning for private clients and family-controlled enterprises.
- Partner with firm leadership to grow and expand the Private Client Services international tax practice, including business development, client origination, and cross-selling across tax, advisory, and assurance service lines.
- Maintain and expand long-term client relationships, serving as a trusted advisor to multi-generational families and their professional advisors.
- Collaborate closely with Partners, Principals, Directors, and Managers to deliver integrated, high-quality client solutions.
- Lead, mentor, and develop high-performing international tax teams, including Managers, Senior Managers, and Directors, and play an active role in talent recruitment and retention.
- Monitor global tax developments and proactively assess their impact on private clients, providing timely insights and strategic recommendations.
- Represent the firm through thought leadership, speaking engagements, and participation in professional and industry organizations focused on private wealth and international tax.
Qualifications:
- A minimum of ten (10) years of progressive tax consulting experience, with a strong emphasis on international tax and private client services.
- Bachelor's degree in Accounting; CPA certification required.
- Advanced degree such as a Master's in Taxation, LL.M. in Taxation, or JD strongly preferred.
- Experience with a large public accounting firm or large law firm.
- Deep expertise in inbound and outbound international taxation as it relates to high-net-worth individuals, families, trusts, estates, and closely held businesses.
- Extensive experience with international estate and gift tax planning, including foreign trusts (grantor and non-grantor), cross-border wealth transfers, and family structuring.
- Strong understanding of multinational and pass-through entity taxation, transfer pricing considerations, and foreign tax credit utilization for private clients.
- Proven leadership experience with a track record of developing teams, managing complex engagements, and growing client relationships.
- Demonstrated success in business development, practice growth, and executive-level client advisory.
What We Offer:
- A competitive and equitable workplace.
- Executive-level career growth opportunities within a growing Private Client Services platform.
- Access to Baker Tilly's national and global network, resources, and private wealth capabilities.
- A diverse, inclusive, and collaborative culture that values leadership, entrepreneurship, and excellence.
- An environment designed for professionals who thrive on building practices, advising sophisticated clients, and making a lasting impact.
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!
