Tax Director, Private Wealth

Baker Tilly Advisory Group, LP; Seattle (WA); On-site; USD 182,000 - 321,000; Full time

Job summary

Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Tax Director, Private Wealth to join our growing High Net Worth Tax practice in the Pacific Northwest.

You will enjoy a leadership role guiding complex advisory engagements, overseeing tax planning for wealthy families, family offices and private businesses, and partnering with multi-disciplinary teams to deliver integrated wealth management solutions.

Qualifications

• Proven experience in high-net-worth tax planning and consulting.
• Ability to lead complex engagements and manage multiple clients.
• Strong communication and mentoring capabilities.
• Demonstrated client-service excellence in a professional services setting.

Responsibilities

• Provide compliance and consulting services to high-net-worth individuals, family offices and their private entities.
• Perform technical review of complex tax returns for individuals, partnerships, trusts and estates.
• Lead multiple engagements delivering proactive tax planning including estate and gift tax.
• Advise on business succession planning and wealth transfer strategies.
• Keep current on trends and apply authorities to complex tax situations.
• Manage engagement staffing, billing and ensure client profitability targets.
• Develop teams through mentoring and firm-wide learning programs.

Skills

Tax planning

Client service

Leadership

Mentoring

Microsoft Office

Education

CPA

Law License

EA

Bachelor’s degree in accounting

Master’s degree

Tools

Microsoft Office

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.

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.

Job Description

Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Tax Director, Private Wealth to join our growing High Net Worth Tax practice in the Pacific Northwest! Our Private Wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners. We help company executives, business owners, affluent families and family offices, estates, and trusts in managing, preserving and transitioning wealth. Our consulting professionals provide comprehensive strategic income, trust, estate and gift tax, succession planning, valuation and international tax services.

You will enjoy this role if: You like being your client’s personal advisor and collaborating with their other advisors such as, attorneys, bankers and investment advisors to create an integrated, holistic approach to managing and enhancing their wealth at all stages of their lives. You crave a leadership opportunity with a well-established high net wealth practice that continues to achieve tremendous growth. You want to be part of firm is invested in your success by providing the resources and support to continually sharpen your technical skills and build your career now, for tomorrow.

What you’ll do

• Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities:
• Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns
• Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax
• Advise and make recommendations to clients on business succession planning
• Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations
• Assist with managing 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 clients
• 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

Qualifications

Successful candidates will have:

Minimum Qualifications

• 4-year degree CPA, Law License, or EA
• Twelve (12) years of experience

Preferred Qualifications

• Bachelor’s, master’s, or advanced degree in accounting
• Twelve (12) + years’ experience providing tax compliance and consulting services in a professional services firm required; experience in tax return review and planning for wealthy individuals, family members and their trusts, investment entities, and private businesses preferred.
• This includes strong experience in personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities, partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers, preferred.
• 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

Actual compensation is influenced by a variety of relevant factors including but not limited to applicant's skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location.

Salary and Benefits

Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

• In Seattle, WA: pay rate range is $181,700 to $320,800.
• In Everett, WA: pay rate range is $181,700 to $320,800.
• In Tacoma, WA pay rate range is $181,700 to $320,800.

If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the “Contact Us” feature on our Careers page. A member of our People Solutions team will follow up with you to discuss your specific needs.