Tax Director, Individual Tax

4 days ago


Schiller Park, Illinois, United States Baker Tilly Advisory Group, LP Full time

Job Description:

This is an internal position in Washington National Tax to provide thought leadership to the Baker Tilly tax practice and clients.

We are seeking a strong individual with deep knowledge and demonstrated experience in the taxation of individual taxes.

The ideal candidate will possess a comprehensive understanding of the following domains:

  • Gift and Estate Taxes
  • Charitable Contributions
  • Net Investment Income Tax (NIIT)
  • Qualified Business Income Deduction (QBID)

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

Areas of expertise we are looking for:

  • Lifetime gift tax exemptions and annual exclusion limits
  • Estate tax thresholds and applicable rates
  • Strategies for estate planning and minimizing tax liabilities
  • 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)

This position is ideal for tax specialists who want to expand their technical skills and build a career in a specific field of tax.

Baker Tilly is 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.

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

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.

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



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