Tax Director - Flow Through (PE portfolio companies) at Baker Tilly | CA, US | Rezi

Tax Director - Flow Through (PE portfolio companies) at Baker Tilly

Tax Director - Flow Through (PE portfolio companies)

Baker Tilly · CA, US

3 weeks ago

Tax Director - Flow Through (PE portfolio companies)

Baker Tilly · CA, US

24 days ago
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About the Role

Baker Tilly is seeking a Tax Director in NorCal to join their growing team, focusing on PE portfolio companies. This role offers an opportunity to be a valued business advisor, delivering tax advisory and compliance services to midmarket clients, and contributing to the firm's success. You will also mentor and coach staff, utilizing your expertise to develop their skills.

Responsibilities

  • Serve as a trusted member of the engagement team providing federal tax compliance and consulting services to industry-specific clients.
  • Act as a valued tax business advisor and lead client relationships on day-to-day tax matters for clients ranging from middle market to multinational.
  • Consult on technical matters and special projects in corporate and flow-through taxation, accounting methods, and ASC740.
  • Research tax matters, respond to IRS and other tax authority inquiries, and provide recommendations to clients.
  • Coordinate with specialty tax practices on state and local, high net worth, international, R&D, credits, and incentives.
  • Manage client engagement staffing, billings/collections, and ensure client profitability targets are met.
  • Utilize entrepreneurial skills to network and build relationships internally and externally to acquire new clients, projects, and revenue.
  • Invest in professional development individually and through firm-wide learning programs.
  • Support the growth and development of team members through the Baker Tilly Care and Teach philosophy.
  • Participate in social activities and team outings that encourage work-life balance.

Requirements

  • 4-year degree
  • CPA, Law License, or EA
  • Twelve (12) years of experience
  • Bachelor’s, master’s, or advanced degree in accounting
  • Twelve (12)+ years of experience providing tax compliance and consulting services in a public accounting firm
  • PE industry experience preferred, particularly with portfolio companies
  • Five (5)+ years of supervisory experience, mentoring and counseling associates
  • Demonstrated management, analytical, organization, interpersonal, project management, and communication skills
  • Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning, 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 timely project completion
  • Highly developed software and Microsoft Suite skills
  • Eligibility to work in the U.S. without sponsorship

Skills

  • Tax compliance
  • Tax consulting
  • Client relationship management
  • Technical consultation
  • Research
  • IRS inquiry response
  • Engagement management
  • Staff development
  • Networking
  • Microsoft Suite

Location

  • NorCal
  • Remote
  • Hybrid
  • Onsite

Work Type

  • Full-time

Experience Level

  • Director
  • 12+ years
  • 5+ years supervisory experience

Education Level

  • 4-year degree
  • Bachelor's degree
  • Master's degree
  • Advanced degree in accounting
  • CPA
  • Law License
  • EA

Salary/Compensations

  • $158,000 to $278,900 (National)
  • $173,800 to $362,600 (CA)

Benefits

  • My Time Off
  • My Development
  • Dress for Your Day

About the Company

  • Baker Tilly is a leading advisory, tax and assurance firm with a genuine coast-to-coast and global advantage in major U.S. regions and leading financial centers.
  • Baker Tilly Advisory Group, LP and Baker Tilly US, LLP operate under an alternative practice structure.
  • Baker Tilly US, LLP is a licensed independent CPA firm providing attest services.
  • Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services.
  • Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms.
  • Baker Tilly has 43,000 professionals and a combined worldwide revenue of $5.2 billion.
  • Baker Tilly is one of the fastest growing firms in the nation.

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.