Tax Director- Estate, Gift & Trust- National Tax

Baker Tilly•Washington, DC

1d•$231,200 - $342,000•Hybrid

About The Position

In this role, you will serve as a firmwide resource for estate, gift, and trust related matters and will be exposed to and lead a wide range of issues and projects. You will enjoy this role if you are a strong technical specialist who enjoys learning new concepts and proactively monitoring new tax technical and procedural developments. You are an analytical problem solver eager to understand the client’s estate, tax, and financial planning needs and assist in developing practical solutions tailored to the client’s situation. You like deciphering federal tax regulations and other guidance and can explain it to others. You enjoy collaborating with others and are eager to help experienced professionals make a significant impact on tax strategy and go-to-market efforts via targeted tax intelligence products. You enjoy partnering with other tax professionals in the firm, researching complex tax issues, offering suggestions for tax planning and proper structuring of transactions, and analyzing new developments to provide explanations and planning recommendations. You have a visionary mindset for continually contributing to the growth, experience, and institutional knowledge.

Requirements

4 year degree
12 years of professional experience
CPA, Law License/JD, or EA required.
Prior estate planning experience is required.
Demonstrated strong tax technical, research, analytical, critical thinking, and project management skills.
Demonstrated excellent written and verbal communication skills.
Ability to 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.
Ability to work effectively in a collaborative environment while managing multiple priorities and deadlines.

Nice To Haves

Bachelor's degree in accounting or law, or a similar degree in business
CPA or JD required (JD or MST preferred)
CFP, PFS, or other financial planning designations are a plus
Ten (10)+ year(s) experience in estate and gift tax, preferably with a large accounting firm, law firm, or financial institution.

Responsibilities

Serve as a national technical resource, collaborating with practice leaders, subject-matter specialists, and client-facing teams to provide guidance on complex estate, gift, and trust matters.
Conduct in-depth technical research and analysis of estate, gift, and trust matters.
Support and/or lead engagement teams and clients with estate planning projects.
Research and interpret statutes, regulations, administrative guidance, case law, and other authoritative sources to develop technically sound positions and practical recommendations.
Monitor and evaluate new and proposed tax legislation, regulations, administrative guidance, and judicial decisions, and assess their potential impact on clients and the firm’s tax practice.
Utilize entrepreneurial skills to network and build strong relationships internally and externally.
Demonstrate leadership, initiative, excellent team skills, and high ethical standards.
Develop connections in the tax intelligence community, raising the public profile of Baker Tilly among our peers.
Support the growth and development of team members in the Private Wealth practice.
Draft and review internal and external tax alerts, technical updates, articles, presentations, and other thought-leadership materials, translating complex tax concepts into clear, concise, and actionable guidance.
Develop and deliver technical training, webinars, and other educational programs to share knowledge and enhance accounting method capabilities across the firm.
Build and maintain strong relationships across service lines, practice offices, and engagement teams to promote collaboration, knowledge sharing, and consistent application of accounting method projects.