Tax Director, Private Wealth

2 days ago

San Francisco CA United States Baker Tilly Full time
Tax Director, Private Wealth

Apply locations USA CA San Francisco 50 Fremont St time type Full time posted on Posted 27 Days Ago job requisition id 21764

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. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Job Description: Responsibilities

Are you interested in joining one of the fastest growing public accounting firms? Would you like the ability to focus on one industry sector and further become an expert for your clients? If yes, consider joining Baker Tilly (BT) as a Tax Director 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. If you are invigorated by these exciting challenges, then this could be the right opportunity for you As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

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 and are transparent in their decisions.
  • You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day).
  • You want to contribute to your engagement team’s professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow .

What you will do:

  • Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities:
    • Perform complex individual, partnership, S-corp, trust, estate, gift and state tax returns.
    • Work on 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 and apply them to complex situations.
  • 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

Successful candidates will have:

  • 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 in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
  • 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.

#LI-JM3

#LI-hybrid

#J-18808-Ljbffr

  • Private Wealth Associate

    1 month ago

    Irvine, CA, United States Wealth Coast Wealth Management Full time

    The Private Wealth Associate is responsible for the execution of all recommendations made for clients as they move through the financial planning process with the Private Wealth Advisor (Lead Advisor). They will also be responsible for providing a high level of client service to enhance the overall client experience. The Private Wealth Associate will be...

  • Private Wealth Associate

    4 weeks ago

    Irvine, CA, United States Wealth Coast Wealth Management Full time

    The Private Wealth Associate is responsible for the execution of all recommendations made for clients as they move through the financial planning process with the Private Wealth Advisor (Lead Advisor). They will also be responsible for providing a high level of client service to enhance the overall client experience. The Private Wealth Associate will be...

  • Wealth Management Director

    2 days ago

    , MA, United States Director File Full time

    Newfound Associates is a Massachusetts based executive search firm that specializes in Wealth Management recruitment. We are presently conducting a Wealth Management Director search for a well-established Northern New England Registered Investment Advisory firm with relationships throughout VT, NH, Western MA and Upstate NY. This is a planning-oriented RIA...

  • Tax Director, Private Wealth

    1 week ago

    San Francisco, United States Baker Tilly Full time

    Tax Director, Private WealthApply locations USA CA San Francisco 50 Fremont St time type Full time posted on Posted 27 Days Ago job requisition id 21764OverviewBaker 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...

  • Tax Director | Private Client

    2 days ago

    San Antonio, TX, United States Forvis Mazars, LLP Full time

    General Information Name: Tax - Director - Private Client Posting Title: Tax Director | Private Client Ref #: 2229969 Date Published: Monday, February 26, 2024 City: Austin State: Texas Country: United States Job Category: Tax Office: Austin TX (Forvis) Advertised Location: US-TX-Austin, US-TX-San Antonio Working Time: Full Time Description &...

  • Tax Director | Private Client

    2 days ago

    Austin, TX, United States Forvis Mazars, LLP Full time

    Description & Requirements Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your flexibility to...

  • Tax Director at Wealth Management Firm

    3 weeks ago

    san francisco, United States Robert Half Full time

    DescriptionPlease contact Michelle Espejo via LinkedIn or Emailfor fastest consideration for this opportunity.Our client, a leading private investment firm managing over $50 billion in assets, specializes in exclusive family office services and personalized wealth management solutions. This position offers a hybrid work schedule and a competitive...

  • Private Wealth Support Advisor

    1 month ago

    Richmond, VA, United States CrossPoint Wealth Partners Full time

    We are seeking a Private Wealth Support Advisor (Level II) to join our team, dedicated to providing exceptional service in executing and implementing financial plans for high-net-worth families. Your role will be pivotal in ensuring that our clients' financial strategies are executed with precision, efficiency, and exceed their expectations in terms of...

  • Merrill Private Wealth Supervision Manager

    2 days ago

    San Francisco, CA, United States Bank of America Full time

    Merrill Private Wealth Supervision Manager San Francisco, California Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the...

  • Tax Senior Manager, High Net Wealth

    2 days ago

    San Francisco, CA, United States Baker Tilly Full time

    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)...

  • Portfolio Solutions Director

    3 weeks ago

    CA, United States Centura Wealth Advisory Full time

    Join Centura Wealth Advisory as a Portfolio Solutions DirectorAbout Us:Centura Wealth Advisory is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives. Our skilled professionals have been crafting sophisticated financial solutions as a team...

  • Signing Director

    3 days ago

    Atlanta, GA, United States CliftonLarsonAllen Full time

    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 9,500 people, 130 U.S. locations, and a global reach, we promise to know you and...

  • Private Wealth Advisor

    2 days ago

    San Francisco, CA, United States US Bank Full time

    At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...

  • Director, Wealth Manager

    2 months ago

    San Francisco, United States BNY Mellon Full time

    At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit...

  • Tax Manager, Private Equity

    2 days ago

    , CA, United States Private Investigator Norfolk Full time

    Our client is a leading private equity investment firm. They seek a Tax Manager, Private Equity to join their Los Angeles, CA office. Responsibilities Work with external tax accountants to review and file federal, state, and other returns Liaise with Fund Accountants to perform tax withholding analysis on distributions Collaborate with the Investor Relations...

  • Private Wealth Advisor

    4 days ago

    San Francisco, United States Capital Group Full time

    As a Private Wealth Advisor you will work directly with high-net-worth individuals and high-complexity families to create customized and comprehensive wealth management plans for protecting and growing their wealth across generations. Help nonprofit foundations and endowments realize their long-term financial objectives through effective planning and...

  • Merrill Private Wealth Supervision Manager

    2 days ago

    Los Angeles, CA, United States Bank of America Full time

    Merrill Private Wealth Supervision Manager Los Angeles, California; Newport Beach, California Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the...

  • Tax Manager, High Net Wealth

    4 weeks ago

    San Francisco, United States BTAG Baker Tilly Advisory Group, LP Full time

    Tax Manager, High Net Wealth page is loaded Tax Manager, High Net Wealth Apply locations USA CA San Francisco 50 Fremont St time type Full time posted on Posted 10 Days Ago job requisition id 21763 OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global...

  • Asset & Wealth Management - Private Wealth Management - Vice President, Private Wealth Advisor [...]

    3 days ago

    Chicago, IL, United States Goldman Sachs Full time

    Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our...

  • Private Wealth Relationship Manager

    3 weeks ago

    San Francisco, United States Bank of America Full time

    Private Wealth Relationship ManagerSan Francisco, CaliforniaJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management specializes in goals-based wealth management, including planning for retirement, education,...