Tax Director- High-Net Worth
6 days ago
Overview
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. 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. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Responsibilities
If yes, consider joining Baker Tilly (BT) as a Tax Director-High-Net Worth This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm’s success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills.
You’ll enjoy this role if:
- You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve.
- You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges.
- You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients’ and employees’ best interests in mind.
- You value your development and want to work for a firm that provides you the autonomy to own your schedule and career.
- You want to contribute to your engagement team’s professional growth and develop your own leadership skills.
What you will do:
- Be a trusted member of the engagement team providing various federal tax compliance and consulting services to industry specific clients:
- Be a valued tax business advisor, lead client relationships on day to day tax matters with various clients ranging from middle market to multinational.
- Consult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740.
- Research various tax matters, responding to IRS and other tax authority inquiries, and make recommendations to the client for consideration.
- Coordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas.
- Manage client engagement staffing, billings/collections, and ensure client profitability targets are met.
- 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.
- Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.
- Enjoy friendships, social activities and team outings that encourage a work-life balance.
Qualifications
- Bachelor's degree in accounting or law, or a similar degree in business, master's or advanced degree desirable.
- CPA, JD or EA required.
- Eight (8)+ years’ experience providing federal tax compliance and consulting services in a professional services firm.
- Five (5)+ years’ of supervisory experience, mentoring and counseling associates.
- Demonstrated management, analytical, organization, interpersonal, project management, communication skills.
- Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning.
- Highly developed software and Microsoft Suite skills.
- Eligibility to work in the U.S. without sponsorship preferred.
For California, Colorado, New York and Washington: The compensation range for this role is $186,200 to $394,670. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
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