High Net Worth Tax Director

3 weeks ago

San Francisco, California, United States Baker Tilly US, LLP Full time
Baker Tilly US, LLP Tax Director - High Net Worth Position

Baker Tilly US, LLP 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.



Responsibilities:


  • Be a trusted member of the engagement team providing various federal tax compliance and consulting services to industry-specific clients.
  • 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, and 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 of 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.


Compensation:

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.



This role offers a competitive salary, opportunities for professional growth, and a collaborative work environment.



About Baker Tilly US, LLP:

Baker Tilly US, LLP 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.



We are 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.



We are committed to diversity, equity, and inclusion and strive to create a work environment that is welcoming and inclusive of all employees.



Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

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