Tax Director, Private Client

Baker Tilly; New York (NY); On-site; USD 198,000 - 349,000; Full time

Job summary

Baker Tilly is seeking a Corporate Tax Director to deliver industry-focused tax advisory and compliance services to midmarket and large corporate clients. You will work with firm leadership, mentor staff, and help grow the business while maintaining high client service standards.

Join a fast-growing national firm with opportunities for upward mobility, flexible work arrangements, and close collaboration with clients and leadership.

Qualifications

• Bachelor's degree in accounting or law, or a related business degree; advanced degree preferred.
• CPA or JD required.
• 8+ years of federal tax compliance and consulting experience in a professional services firm.
• 5+ years of supervisory experience, mentoring and coaching.
• Strong leadership, analytical, organizational and communication skills.
• Ability to manage client relationships and deliver high-quality service.
• Proficiency with Microsoft Excel and tax software; strong technical skills.

Responsibilities

• Provide federal tax compliance and consulting services to midmarket and large corporate clients.
• Lead client relationships on day-to-day tax matters across engagements.
• Consult on technical matters in corporate and flow-through taxation, ASC 740, and related areas.
• Research tax issues and respond to IRS inquiries with client recommendations.
• Coordinate with specialty tax practices on complex tax matters (state/local, international, credits).
• Manage engagement staffing, billing, and profitability targets.
• Network to develop new clients and opportunities; contribute to firm-wide learning and development.
• Support the growth and development of team members; participate in mentoring programs.
• Promote work-life balance and a collaborative team culture.

Skills

Tax compliance

Client relationships

Leadership

Communication

Project management

Accounting standards

Education

Bachelor's in accounting or business

CPA or JD

Tools

Microsoft Excel

Tax software

Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visitbakertilly.comor join the conversation onLinkedIn,FacebookandInstagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

Responsibilities

Are you interested in joining one of the fastest growing public accounting firms, and work with corporate clients?

If yes, consider joining Baker Tilly (BT) as a Corporate Tax Director! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to midmarket and large corporate clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm’s success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

You’ll enjoy this role if:

• You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve
• You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
• You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
• You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
• You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow

What you will do:

• Be a trusted member of the engagement team providing various federal tax compliance and consulting services to industry specific clients
• Be a valued tax business advisor, lead client relationships on day to day tax matters with various clients ranging from middle market to multinational
• Consult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740
• Research various tax matters, responding to IRS and other tax authority inquiries, and make recommendations to the client for consideration
• Coordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas
• Manage client engagement staffing, billings/collections, and ensure client profitability targets are met
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue
• Invest in your professional development individually and through participation in firm wide learning and development programs
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
• Enjoy friendships, social activities and team outings that encourage a work-life balance

Qualifications

• Successful candidates will have:
• Bachelor's degree in accounting or law, or a similar degree in business, master's or advanced degree desirable
• CPA or JD required
• Eight (8)+ years' experience providing federal tax compliance and consulting services in a professional services firm
• Five (5)+ years' of supervisory experience, mentoring and counseling associates
• Demonstrated management, analytical, organization, interpersonal, project management, communication skills
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
• Highly developed software and Microsoft Suite skills
• Eligibility to work in the U.S. without sponsorship preferred
• Optional Bullets
• Real estate industry experience preferred
• NFP industry experience preferred
• Healthcare industry experience preferred
• Private wealth industry experience preferred
• Real estate industry experience preferred
• M&D industry experience preferred
• Oil & gas industry experience preferred
• FS industry experience preferred
• PE industry experience preferred

The pay ranges for this position are listed below. This range represents a good-faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant's skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees.

In New York, NY: pay rate range is $197,500 to $348,700

In Uniondale, NY: pay rate range is $189,600 to $334,700

In Iselin, NJ: pay rate range is $181,700 to $320,800

In West Palm Beach, FL: pay rate range is $158,000 to $278,900

In Boca Raton, FL: pay rate range is $158,000 to $278,900