Tax Director, Private Client

Baker Tilly • New York City, NY

16h

About The Position

Baker Tilly is hiring a Tax Director to provide industry-focused federal tax compliance and consulting services to middle-market and large corporate clients. The role involves serving as a trusted business advisor, leading day-to-day client relationships, and working alongside firm leadership to serve clients and grow the business. The Director will advise on complex tax, accounting, and business matters, coordinate with specialty tax practices, and manage engagement staffing, billing, collections, and profitability.

The position also includes networking to develop new client relationships and revenue, mentoring and coaching associates, and supporting team members’ professional growth. Baker Tilly describes opportunities for career advancement, flexibility in when and where work is performed, and professional development through firm programs. The posting refers to the role as both “Tax Director, Private Client” and “Corporate Tax Director.”

Requirements

• Bachelor’s degree in accounting, law, or a similar business field.
• CPA or JD required.
• At least eight years of experience providing federal tax compliance and consulting services in a professional services firm.
• At least five years of supervisory experience, including mentoring and counseling associates.
• Demonstrated management, analytical, organizational, interpersonal, project management, and communication skills.
• Ability to lead and supervise others and provide exceptional client service.
• Commitment to continuous learning and staying current regarding applicable strategies.
• Ability to see both the big picture and the details.
• Appropriate ethical knowledge and commitment, a sense of urgency, and commitment to quality and timely project completion.
• Highly developed software and Microsoft Suite skills.

Nice To Haves

• Master’s or advanced degree is desirable.
• Real estate industry experience preferred.
• NFP industry experience preferred.
• Healthcare industry experience preferred.
• Private wealth industry experience preferred.
• M&D industry experience preferred.
• Oil and gas industry experience preferred.
• FS industry experience preferred.
• PE industry experience preferred.
• Eligibility to work in the U.S. without sponsorship is preferred.

Responsibilities

• Provide federal tax compliance and consulting services to industry-specific clients.
• Lead day-to-day tax relationships with middle-market through multinational clients and act as a trusted tax business advisor.
• Consult on technical matters and special projects involving corporate and flow-through taxation, accounting methods, and ASC 740.
• Research tax matters, respond to IRS and other tax authority inquiries, and make recommendations for clients’ consideration.
• Coordinate with specialty tax practices on state and local, high-net-worth, international, research and development, credits and incentives, and other complicated tax matters.
• Manage client engagement staffing, billing and collections, and ensure client profitability targets are met.
• Network and build internal and external relationships to acquire new clients, projects, and revenue.
• Invest in professional development through individual effort and firm-wide learning and development programs.
• Support team members’ growth and development by mentoring and counseling associates.
• Help associates meet their professional goals and contribute to their technical and professional development.

Benefits

• Baker Tilly offers a compensation and benefits package to eligible employees.
• Flexible work arrangements and autonomy to own one’s schedule.
• Structured development programs, including My Time Off, My Development, and Dress for Your Day.
• Firm-wide learning and development programs.
• Social activities and team outings that encourage work-life balance.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior