Tax Director - Flow Through (PE portfolio companies)
About The Position
Baker Tilly is hiring a Tax Director to work with private equity portfolio companies in Northern California. This growth role provides industry-focused tax advisory and compliance services to middle-market clients. The director works alongside firm leadership to serve clients and build the business, while mentoring and coaching staff and helping develop their technical and professional skills. The role involves leading client relationships and providing federal tax compliance and consulting services, as well as advising on corporate and flow-through taxation, accounting methods, and ASC 740. The director coordinates with specialty tax practices on complex matters, manages engagement staffing and financial performance, and builds relationships to develop new business. The firm describes flexibility in where and how work is done, autonomy over schedules and career development, and opportunities for professional growth and team connection.
Requirements
- Four-year degree.
- CPA, law license, or Enrolled Agent (EA) credential.
- At least 12 years of experience.
- Eligibility to work in the U.S. without sponsorship.
- Demonstrated management, analytical, organizational, interpersonal, project-management, and communication skills.
- Ability to lead and supervise others, provide exceptional client service, stay current through continuous learning, understand both the big picture and details, demonstrate ethical commitment, and complete projects with urgency, quality, and timeliness.
- Highly developed software and Microsoft Suite skills.
Nice To Haves
- Bachelor’s, master’s, or advanced degree in accounting.
- At least 12 years of tax compliance and consulting experience 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.
Responsibilities
- Provide federal tax compliance and consulting services to industry-specific clients.
- Lead day-to-day client relationships on tax matters for clients ranging from middle-market businesses to multinational companies.
- 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, and 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 acquire new clients, projects, and revenue.
- Invest in professional development individually and through firm-wide learning and development programs.
- Support team members’ growth and development by helping associates meet their professional goals.
- Mentor and coach staff, developing their technical and professional skills.
- Promote work-life balance through collegial and team activities.
Benefits
- Compensation and benefits package for eligible employees.
- Flexibility in how and where work is done.
- Autonomy over schedule and career development through structured programs.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Director
