Tax Director, Private WealthApply locations USA CA San Francisco 50 Fremont St time type Full time posted on Posted 27 Days Ago job requisition id 21764
OverviewBaker 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 $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Job Description:ResponsibilitiesAre you interested in joining one of the fastest growing public accounting firms? Would you like the ability to focus on one industry sector and further become an expert for your clients? If yes, consider joining Baker Tilly (BT) as a Tax Director! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You'll enjoy this role if: You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve.You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges.You 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.You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!).You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow.What you will do: Assist in providing 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.Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations.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.QualificationsSuccessful 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 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.For California, Colorado, New York 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. #LI-JM3
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