Tax Director, Private Wealth
Baker Tilly US
full-time
Posted on:
Location Type: Hybrid
Location: San Francisco • California • 🇺🇸 United States
Visit company websiteSalary
💰 $191,260 - $362,600 per year
Job Level
Lead
Tech Stack
SaltStack
About the role
- Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities
- Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns
- Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax
- Advise and make recommendations to clients on business succession planning
- Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations
- Assist with managing 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 clients
- 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
Requirements
- An undergraduate degree in Accounting or related field required
- CPA, EA, JD/LLM required
- Eight (8) + year(s) experience in tax return review and planning for wealthy individuals, family members and their trusts, investment entities, and private businesses
- This includes strong experience in personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities, partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filer
- Five (5)+ years’ of supervisory experience, mentoring and counseling associates
- 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
- Eligibility to work in the U.S., without sponsorship, highly preferred.
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax return reviewtax planningpersonal taxationtrust taxationestate taxationgift taxationcharitable taxationpartnership taxationcorporate taxationSALT taxation
Soft skills
leadershipmentoringclient servicenetworkingrelationship buildingcommitment to continuous learningethical knowledgeattention to detailsense of urgencycommitment to quality
Certifications
CPAEAJDLLM