Tax Director - Flow Through (PE portfolio companies)

Baker Tilly • San Francisco, CA

22h

About The Position

Baker Tilly is hiring a Tax Director in NorCal to serve private equity portfolio companies and other middle-market to multinational clients. This growth role delivers industry-focused tax advisory and compliance services and works closely with firm leadership to serve clients and build the business. The director leads client relationships on day-to-day tax matters, provides technical tax advice, and helps develop staff through mentoring and coaching. The role offers flexibility in how and where work is done, structured development programs, and opportunities for career growth.

Requirements

• Four-year degree.
• CPA, law license, or Enrolled Agent (EA) credential.
• At least 12 years of experience.
• Eligibility to work in the United States without sponsorship.

Nice To Haves

• Bachelor’s, master’s, or advanced degree in accounting.
• More than 12 years of experience providing tax compliance and consulting services in a public accounting firm.
• Private equity industry experience, particularly with portfolio companies.
• 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, provide exceptional client service, stay current on applicable strategies, understand both the big picture and details, demonstrate ethical commitment, and complete projects urgently, accurately, and on time.
• Highly developed software and Microsoft Suite skills.

Responsibilities

• Provide federal tax compliance and consulting services to industry-specific clients.
• Lead day-to-day tax client relationships for clients ranging from middle-market businesses to multinational organizations.
• Advise 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 to clients.
• Coordinate with specialty tax practices on complex state and local, high-net-worth, international, research and development, credits, and incentives matters.
• Manage client engagement staffing, billings, and collections, and ensure client profitability targets are met.
• Network and build internal and external relationships to develop new clients, projects, and revenue.
• Participate in professional development and firm-wide learning programs.
• Support team members’ growth through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.

Benefits

• Compensation and benefits package for eligible employees.
• Flexibility in how and where work is done.
• Structured programs supporting time off and professional development.
• Social activities and team outings intended to encourage work-life balance.

What This Job Offers

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