Tax Director- High-Net Worth

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 $5.2billion. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Equal Opportunity / EEO Statement 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. Responsibilities Lead client relationships on day‑to‑day tax matters with a portfolio ranging from middle‑market to multinational clients. Consult on technical matters and special projects in corporate and flow‑through taxation, accounting methods, and ASC740. Research and respond to IRS and other tax authority inquiries, making recommendations to clients for consideration. Coordinate with specialty tax practices on complicated state and local, high‑net‑worth, international, research and development, and credit‑incentive matters. Manage client engagement staffing, billings/collections, and ensure client profitability targets are met. 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 the Baker Tilly Care and Teach philosophy. Candidate Profile / About You Looking to build a career as a trusted business advisor, becoming an industry expert to your clients. Can see yourself as a trusted business advisor, working face‑to‑face with clients to find creative solutions to complex accounting and business challenges. Want to work for a leading CPA advisory firm that serves middle‑market clients and whose owners have both their clients’ and employees’ best interests in mind and are transparent in their decisions. Value your development and want a firm that provides autonomy to own your schedule and career through structured programs. Want to contribute to your engagement team’s professional growth and develop your own leadership skills to build a career with endless opportunities. Qualifications Bachelor’s degree in accounting or law, or a similar degree in business; a master’s or advanced degree is 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, and communication skills. Ability to lead and supervise others, provide exceptional client service, and demonstrate commitment to continuous learning. Show sense of urgency and commitment to quality and timely completion of projects. Highly developed software and MicrosoftSuite skills. Eligibility to work in the U.S. without sponsorship preferred. Compensation For California, Colorado, NewYork and Washington: 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. #J-18808-Ljbffr Baker Tilly US, LLP