Tax Managing Director (Private Equity)

Baker Tilly • San Francisco, CA

1d • $191,260 - $362,600

About The Position

At Baker Tilly, we champion authenticity. For us, that means fostering a culture of talented people who care—about you, about our clients, and about our communities. Here, you’ll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm’s size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you’ll have fun while solving complex and interesting business challenges. Tax Services’ teams deliver quality tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at Baker Tilly exhibit the following success skills – Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.

Requirements

• Bachelor’s degree in accounting or related field required; Master of Tax preferred
• Licensed CPA, JD/LLM or EA required
• Minimum of 13 years of tax experience gained within a public accounting firm or related experience
• Proficient in corporate, individual and partnership taxation
• Presentation skills and strong organizational techniques are required
• Capable of managing multiple client engagements in addition to completing tasks related to business development
• Minimum of 4 years supervising and training experience
• Subject matter expert in corporate, partnership, individual or trust and estate taxation required; prior experience working with large, multi-state, internationally active middle-market clients preferred
• Proven market facing skills required to develop new business and sustain existing excellent client relationships
• Must have visibility and recognition within your industry specialization and in your local market
• Excellent written and verbal communication and interpersonal skills
• Ability to travel as needed, approximately 10%

Responsibilities

• Serve as the primary engagement manager with economic responsibilities for billing, realization, and collections
• Effectively leverage available technology and other resources to maximize technical application to project and holds the engagement team to the same standard
• Determine appropriate tax objectives, scope and methodology and actively participate in decision making with client's management to understand the broader impact of current decisions and possible solutions
• Evaluate skills and develop Managers, Seniors and Staff in client engagement management and technical expertise in individual, trust, partnership, corporate, federal, state, local and foreign tax returns, estimated payments and extensions, and federal and state tax audits
• Develop and execute a business development plan which includes networking, new client development and client expansion activities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees