Tax Director-Estate - Gift & Trust-National Tax

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

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Job Description:

 

Tax Director, Estate, Gift & Trust – National Tax

In this role, you will serve as a firmwide resource for estate, gift, and trust related matters and will be exposed to and lead a wide range of issues and projects.

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

You will enjoy this role if you:

• Are a strong technical specialist who enjoys learning new concepts and proactively monitoring new tax technical and procedural developments
• Are an analytical problem solver eager to understand the client’s estate, tax, and financial planning needs and assist in developing practical solutions tailored to the client’s situation
• Like deciphering federal tax regulations and other guidance and can explain it to others
• Enjoy collaborating with others and are eager to help experienced professionals make a significant impact on tax strategy and go-to-market efforts via targeted tax intelligence products
• Enjoy partnering with other tax professionals in the firm, researching complex tax issues, offering suggestions for tax planning and proper structuring of transactions, and analyzing new developments to provide explanations and planning recommendations.
• Have a visionary mindset for continually contributing to the growth, experience, and institutional knowledge.

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. 

Minimum Qualifications

• 4 year degree
• CPA, Law License/JD, or EA required.

Preferred Qualifications:

• Bachelor's degree in accounting or law, or a similar degree in business
• CPA or JD required (JD or MST preferred)
• 12 years of professional experience
• CFP, PFS, or other financial planning designations are a plus
• Ten (10)+ year(s) experience in estate and gift tax, preferably with a large accounting firm, law firm, or financial institution.
• 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. 

The pay rate 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.

The national pay rate range is $231,200 to $334,700

In California: pay rate range is $254,300 to $342,000