Tax Director, Industry Expert

1 day ago


San Francisco, California, United States Baker Tilly Full time
Unlock Your Potential in Tax Advisory

Baker Tilly is a leading advisory, tax and assurance firm that offers clients a genuine coast-to-coast and global advantage. Our firm provides professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards.

We are seeking a seasoned Tax Director to join our team. As a trusted business advisor, you will work face-to-face with clients to find creative solutions to complex accounting and business challenges. This is a great opportunity to be a valued member of our team, delivering industry-focused tax advisory and compliance services to middle market clients.

You'll enjoy this role if:

  • You are looking for an opportunity to build your career in a specific industry, becoming an expert to the clients you serve.
  • You can see yourself as a trusted business advisor, working closely with clients to understand their unique needs and develop tailored solutions.
  • You want to work for a leading CPA advisory firm that serves middle market clients and prioritizes their clients' and employees' best interests.
  • 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:

  • Provide 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.
  • Manage client engagement staffing, billings/collections, and ensure client profitability targets are met.
  • Network and build strong relationships internally and externally to acquire 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 mentorship and coaching.
Requirements

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, and exhibit a sense of urgency and commitment to quality.
  • Highly developed software and Microsoft Suite skills.
  • Eligibility to work in the U.S. without sponsorship preferred.

The estimated salary for this role is $186,200 - $394,670 annually, depending on location and qualifications.



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