Tax Managing Director

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.

At Baker Tilly, we champion authenticity. For us, that means fostering a culture of talented people who care—about you, about our clients, and about our communities. Here, you’ll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Tax Services’ teams deliver quality tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals.

• Be a trusted leader of Baker Tilly’s tax services providing tax compliance and consulting services to commercial clients positively impacting your clients through:
• Being a valued tax business advisor, leading client relationships on day-to-day tax matters with various clients ranging from middle market to multinational.
• Consulting on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC
  740.
• Researching various tax matters, responding to IRS and other tax authority inquiries, and making recommendations to the client for consideration.
• Coordinating with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas.
• Overseeing tax-planning responsibilities for federal and individual clients, review complex tax research on a wide range of tax issues related to business transactions for a variety of entities and their affiliates.
• Providing recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectives.
• Manage 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 the goal of acquiring new clients, projects, and revenue.
• Actively participate in request for proposals to pursue additional clients/services for the firm.
• Participate with other service line leadership in developing tax service market positioning and branding, strategy, and messaging.
• Invest in your professional development individually and through participation in firm wide learning and development programs.
• Support the growth and development of team members, helping associates meet their professional goals along with proactively supporting the recruitment efforts of future team members.
• Demonstrate leadership, initiative, excellent team skills, and high ethical standards.
• Represent the firm at key community events, firm functions, and other meetings.

• Bachelor’s degree in accounting, or related field, CPA and/or JD required;
  Master’s Degree or advanced certification in taxation is preferred.
• Thirteen (13)+ years’ experience in public accounting, with at least five (4+) years of supervisory experience counseling associates.
• Previous equity-holding role in a major public accounting firm.
• A proven track record of…