High-Net Worth Tax Advisory Expert

6 days ago


San Jose, California, United States Baker Tilly US Full time
About the Role

Baker Tilly US is a leading advisory, tax, and assurance firm that provides 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. As a Tax Director - High-Net Worth Leader, you will be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients.

Key Responsibilities
  • Be a trusted member of the engagement team providing various federal tax compliance and consulting services to industry-specific clients.
  • 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 ASC 740.
  • 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.
Requirements
  • 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.
What We Offer
  • A dynamic and collaborative work environment.
  • Opportunities for professional growth and development.
  • A competitive compensation package.
  • A comprehensive benefits program.

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