Tax Director, Private Client at Baker Tilly | Boca Raton, FL, US | Rezi

Tax Director, Private Client at Baker Tilly

Tax Director, Private Client

Baker Tilly · Boca Raton, FL, US

2 weeks ago

Tax Director, Private Client

Baker Tilly · Boca Raton, FL, US

17 days ago
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About the Role

Baker Tilly is seeking a Corporate Tax Director to join their team. This role offers the opportunity to be a valued business advisor, delivering tax advisory and compliance services to midmarket and large corporate clients. You will collaborate with firm leadership, serve clients, build the business, and mentor staff. The firm provides upward career trajectory, flexibility, and meaningful relationships.

Responsibilities

  • Serve as a trusted member of the engagement team providing federal tax compliance and consulting services to industry-specific clients.
  • Act as a tax business advisor and lead client relationships on day-to-day tax matters for various clients.
  • 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 complex tax matters including 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 for acquiring 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

  • Bachelor's degree in accounting or law, or a similar degree in business.
  • 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, and project management skills.
  • Strong communication skills.
  • Ability to lead and supervise others.
  • Ability to provide exceptional client service.
  • Commitment to continuous learning to stay current on applicable strategies.
  • Ability to see the "big picture" as well as the details.
  • Appropriate ethical knowledge and commitment.
  • 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 preferred.
  • Real estate industry experience preferred.
  • NFP industry experience preferred.
  • Healthcare industry experience preferred.
  • Private wealth industry experience preferred.
  • M&D industry experience preferred.
  • Oil & gas industry experience preferred.
  • FS industry experience preferred.
  • PE industry experience preferred.

Skills

  • Federal tax compliance
  • Federal tax consulting
  • Tax advisory
  • Client relationship management
  • Technical consultation
  • Accounting methods
  • ASC740
  • Tax research
  • IRS inquiry response
  • State and local taxation
  • High net worth taxation
  • International taxation
  • Research and development tax credits
  • Credits and incentives
  • Client engagement management
  • Billing and collections
  • Client profitability management
  • Networking
  • Business development
  • Client acquisition
  • Project acquisition
  • Revenue generation
  • Professional development
  • Team leadership
  • Mentoring
  • Coaching
  • Microsoft Suite

Location

  • New York, NY
  • Uniondale, NY
  • Iselin, NJ
  • West Palm Beach, FL
  • Boca Raton, FL

Work Type

  • Full-time

Experience Level

  • Director
  • 8+ years federal tax compliance and consulting
  • 5+ years supervisory experience

Education Level

  • Bachelor's degree in accounting or law, or similar business degree
  • Master's or advanced degree desirable
  • CPA or JD required

Salary/Compensations

  • New York, NY: $197,500 - $348,700
  • Uniondale, NY: $189,600 - $334,700
  • Iselin, NJ: $181,700 - $320,800
  • West Palm Beach, FL: $158,000 - $278,900
  • Boca Raton, FL: $158,000 - $278,900

Benefits

  • My Time Off
  • My Development
  • Dress for Your Day
  • Compensation and benefits package

About the Company

  • Baker Tilly is a leading advisory, tax and assurance firm with a genuine coast-to-coast and global advantage.
  • They operate in major regions of the U.S. and global financial centers.
  • Baker Tilly Advisory Group, LP and Baker Tilly US, LLP provide professional services through 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 and are not licensed CPA firms.
  • Baker Tilly is an independent member 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.