Private Wealth Tax, Director-Washington Tax Council

1 month ago

Chicago, United States Baker Tilly Advisory Group, LP 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) 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.

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Job Description:


Tax Director, Individual Tax - Washington National Tax

This is an internal position in Washington National Tax to provide thought leadership to the Baker Tilly tax practice and clients. This position is ideal for tax specialists who want to expand their technical skills and build a career in a specific field of tax. We are seeking a strong individual with deep knowledge and demonstrated experience in the taxation of individual taxes. Must be located near a Baker Tilly office location.

The Washington Tax Council position, specializing in individual taxes, requires a candidate with profound knowledge and experience in various critical areas of taxation. The ideal candidate will possess a comprehensive understanding of the following domains:

You will enjoy this role if:
  • You like deciphering federal tax regulations and other guidance and can explain it to others
  • You enjoy working with a team of like-minded individuals
  • You prefer internal clients instead of external clients
  • You like having a predominately steady schedule without the large peaks of busy season
  • You are a strong writer and communicator
  • You enjoy writing and research

Areas of expertise we are looking for:
Gift and Estate Taxes
The candidate should be well-versed in the regulations governing gift and estate taxes. This includes knowledge of:
  • Lifetime gift tax exemptions and annual exclusion limits
  • Estate tax thresholds and applicable rates
  • Strategies for estate planning and minimizing tax liabilities
Charitable Contributions Rules
Expertise in the rules surrounding charitable contributions is essential. This encompasses:
  • Deductibility limits for different types of donations (cash, securities, real estate)
  • Substantiation and record-keeping requirements
  • Special rules for charitable remainder trusts and donor-advised funds
  • Impact of contributions on adjusted gross income (AGI)
Net Investment Income Tax (NIIT)
The candidate must understand the intricacies of the Net Investment Income Tax, including:
  • Applicable thresholds for individuals, trusts, and estates
  • Types of income subject to NIIT (interest, dividends, capital gains, rental income)
  • Calculation methods and reporting requirements
  • Strategies for reducing NIIT liabilities
Qualified Business Income Deduction (QBID)
Proficiency in the Qualified Business Income Deduction is required, with expertise in:
  • Eligibility criteria for business types and income levels
  • Phase-out thresholds and limitations
  • Calculation of the 20% deduction for pass-through entities
  • Interaction with other tax provisions and planning strategies
Trusts
A deep understanding of trust taxation is crucial, covering:
  • Different types of trusts (revocable, irrevocable, grantor, non-grantor)
  • Income distribution deduction and taxation of beneficiaries
  • Filing requirements for Form 1041
  • Tax implications of trust terminations and modifications
Partnership Basis Issues
Expertise in partnership basis issues is necessary, including:
  • Calculation of a partner's basis in the partnership
  • Impact of contributions, distributions, and liabilities on basis
  • Adjustments to basis for income, losses, and deductions
  • Reporting requirements and planning opportunities

Successful candidates will have:
  • Bachelor's degree in accounting or law, or a similar degree in business
  • CPA or JD required
  • Extensive knowledge and experience relating to the taxation of compensation and benefits, including IRC 409A, 83, 162(m), and 280G in both privately and publicly held companies
  • Minimum 10-15 years of experience in individual taxes.
  • 5+ years of supervisory experience
  • 10+ years of experience with a large accounting firm, law firm or relevant tax policy-making entity.
  • Demonstrated strong research, analytical, critical thinking, and project management skills
  • Demonstrated excellent written and verbal communication skills
  • Ability to 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
  • Ability to modify their schedule on a daily/weekly basis as tax developments occur

For California, Colorado, New York and Washington: The compensation range for this role is $210,380 to $455,850. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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