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About the Role

Serve as a firmwide resource for estate, gift, and trust related matters, leading a wide range of issues and projects.

Responsibilities

Serve as a national technical resource, collaborating with practice leaders, subject-matter specialists, and client-facing teams to provide guidance on complex estate, gift, and trust matters.
Conduct in-depth technical research and analysis of estate, gift, and trust matters.
Support and/or lead engagement teams and clients with estate planning projects.
Research and interpret statutes, regulations, administrative guidance, case law, and other authoritative sources to develop technically sound positions and practical recommendations.
Monitor and evaluate new and proposed tax legislation, regulations, administrative guidance, and judicial decisions, and assess their potential impact on clients and the firm’s tax practice.
Utilize entrepreneurial skills to network and build strong relationships internally and externally.
Demonstrate leadership, initiative, excellent team skills, and high ethical standards.
Develop connections in the tax intelligence community, raising the public profile of Baker Tilly among our peers.
Support the growth and development of team members in the Private Wealth practice.
Draft and review internal and external tax alerts, technical updates, articles, presentations, and other thought-leadership materials, translating complex tax concepts into clear, concise, and actionable guidance.
Develop and deliver technical training, webinars, and other educational programs to share knowledge and enhance accounting method capabilities across the firm.
Build and maintain strong relationships across service lines, practice offices, and engagement teams to promote collaboration, knowledge sharing, and consistent application of accounting method projects.

Requirements

4 year degree
12 years of professional experience
CPA, Law License/JD, or EA required.
Prior estate planning experience is required.
Demonstrated strong tax technical, research, analytical, critical thinking, and project management skills.
Demonstrated excellent written and verbal communication skills.
Ability to 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.
Ability to work effectively in a collaborative environment while managing multiple priorities and deadlines.

Skills

Estate, gift, and trust technical expertise
Tax technical and procedural development monitoring
Analytical problem-solving
Client needs assessment
Federal tax regulation interpretation
Collaboration
Tax strategy development
Tax intelligence product creation
Complex tax issue research
Tax planning and structuring
Visionary mindset for growth and knowledge contribution
Networking
Relationship building
Leadership
Initiative
Teamwork
Ethical standards
Public profile enhancement
Team member development
Thought-leadership material drafting and review
Technical training and webinar delivery
Knowledge sharing
Accounting method capabilities enhancement
Cross-service line collaboration

Location

Must be located within 50 miles to a Baker Tilly office.

Work Type

Full-time

Experience Level

10+ year(s) experience in estate and gift tax, preferably with a large accounting firm, law firm, or financial institution.

Education Level

Bachelor's degree in accounting or law, or a similar degree in business
CPA or JD required (JD or MST preferred)
CFP, PFS, or other financial planning designations are a plus

Salary/Compensations

National pay rate range is $231,200 to $334,700
In California: pay rate range is $254,300 to $342,000

Benefits

Compensation and benefits package to eligible employees.

About the Company

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.
Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Equal Opportunity

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.