Moss Adams
High Net Worth Tax Managing Director
USA NY New York City 66 Hudson Blvd E · Director
Work authorization required$202k-$383kDetected 10 days ago
AccountingValuationTaxRecruitingLeadershipMentoring
Stay score
odds of building a lasting career here
59Sponsors, lottery-bound
Cap-exempt (no lottery)0
Sponsors this role80
Entry-level history0
PERM / green-card track0
Lottery odds (Level IV)94
Fits your clock70
Sponsors, but it's cap-subject — you still face the weighted lottery (~61% per draw at Level IV). Good if you win; have a cap-exempt backup on your list.
Lottery odds assume a STEM candidate.
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About the role
- Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards.
- Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients.
- Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients.
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
- Build on technical competence by keeping up-to-date on trends, developments and technical authorities - applying them to complex situations
- Manage client engagement staffing, billings/collections, and ensure client profitability targets are met
- Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Requirements
- An undergraduate degree in accounting or law required
- CPA or JD required
Nice to have
- Eligibility to work in the U.S., without sponsorship, highly preferred.
Compensation
- The compensation range for this role is $201,810 to $382,600.
Benefits
- Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue
- Invest in your professional development individually and through participation in firm wide learning and development programs
Company info
- We help company executives, business owners, affluent families and family offices, estates and trusts in managing, preserving and transitioning wealth.
Equal opportunity
- Baker Tilly is an equal opportunity/affirmative action employer.
Visa & Work Authorization
- Eligibility to work in the U.S., without sponsorship, highly preferred.
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