Tax Director, Private Wealth
About The Position
Baker Tilly is hiring a Tax Director to join its growing High Net Worth Tax practice in the Pacific Northwest. The Private Wealth practice advises wealthy individuals and privately held business owners, including company executives, affluent families, family offices, estates, and trusts, on managing, preserving, and transitioning wealth. Services include strategic income, trust, estate and gift tax, succession planning, valuation, and international tax work. The Tax Director provides compliance and consulting services to high-net-worth individuals, multigenerational families, family offices, and their private businesses and investment entities. The role reviews complex tax returns, leads engagements and proactive tax planning, advises on business succession, manages engagement staffing and financial performance, develops client relationships, and supports the growth of team members. The position also calls for ongoing technical and professional development.
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.
- 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 quality work promptly.
- Highly developed software and Microsoft Suite skills.
Nice To Haves
- Bachelor’s, master’s, or advanced degree in accounting.
- 12 or more years providing tax compliance and consulting services in a professional services firm, including tax return review and planning for wealthy individuals, family members and trusts, investment entities, and private businesses.
- Strong experience in personal, trust, estate and gift, and charitable taxation; exposure to flow-through entities, partnership and corporate taxation, and state and local income/franchise tax for multistate filers.
- Five or more years of supervisory experience, mentoring and counseling associates.
Responsibilities
- Provide tax compliance and consulting services to high-net-worth individuals, multigenerational affluent families, family offices, and their private businesses and investment entities.
- Perform technical review of complex individual, partnership, S-corporation, trust, estate, gift, and state tax returns.
- Lead multiple engagements involving proactive tax planning and strategic consulting, including federal estate, gift, charitable, and generation-skipping tax planning.
- Advise clients and make recommendations on business succession planning.
- Keep current with trends, developments, and technical authorities and apply them to complex situations.
- Assist with engagement staffing, billing and collections, and meeting client profitability targets.
- Network and build strong internal and external relationships with clients.
- Invest in professional development individually and through firm-wide learning and development programs.
- Support team members’ growth and development in keeping with Baker Tilly’s Care and Teach philosophy.
Benefits
- Compensation and benefits package for eligible employees.
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What This Job Offers
Job Type
Full-time
Career Level
Director
