Tax Director, Private Wealth

$186,200 - $394,670/Yr

Baker Tilly Advisory Group, LP - San Francisco, CA

Full-time - Senior

San Francisco, CA

10,001+ employees

About the position

Baker Tilly is seeking a Tax Director to join its rapidly growing public accounting firm. This role focuses on delivering industry-specific tax advisory and compliance services to middle market clients, while also mentoring and developing junior staff. The Tax Director will work closely with firm leadership to enhance client relationships and contribute to the firm's overall success.

Responsibilities

• 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 entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue.
• Invest in 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.

Requirements

• 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 and timely completion of projects.
• Highly developed software and Microsoft Suite skills.
• Eligibility to work in the U.S. without sponsorship preferred.

Benefits

• Flexible work schedule and location options.
• Structured programs for professional development and personal time off.
• Opportunities for social activities and team outings to promote work-life balance.