Taxation Salary in USA

Tax Manager-Pittsburgh, PASalary: $105,000.00We have partnered with a large public accounting firm in the Pittsburgh, PA area to provide them with a Tax Manager. Please review the below description and let us know if you are interested.Prioritized Must Have Skills for the Tax Manager:#1. Must have CPA and or Masters in Taxation or Accounting#2. Must have at least 8+yrs of public accounting exp in a Management role.#3. Must have CLAT, CRUT, QSST and ESBTs#4. No more than 3 jobs in the past 10 yearsRequirements of the Tax Manager:8-10 years public accounting experience with concentration in tax compliance (review of C corp, S corp, Partnerships/LLCs, complex individuals and trusts, foundations and not-for-profits)Trust knowledge and experience in the following areas preferable:Fiduciary income tax returns (Forms 1041) for simple as well as complex trusts that make distributions (required and/or discretionary), including the following:CLATs (Charitable Lead Annuity Trusts)CRUTs (Charitable Remainder Unitrusts)Grantor trusts, including intentionally defective grantor trusts, crummy trusts, GRATs (Grantor Retained Annuity Trusts)QSSTsESBTsSplit-Interest Trust Returns (Forms 5227)Trusts with complex issues - examples:Receive K-1s from partnerships, such as investment partnerships, PTPS and hedge fundsInvestment interest limitationsPassive activity lossesCalculating fiduciary accounting incomeSolid tax research skillsExperience evaluating and mentoring staffAbility to schedule and monitor multiple jobs and staff members, as well as to monitor work in process and perform billing analysisGreat communication skills as they may communicate often with clients and maintain client relationshipsMust have either CPA, Masters in Taxation or law degreeOther Key Requirements:100% onsite, in-office role.No sponsorships or visa holders. No Corp-to-Corp.Benefits of the Tax Manager:Medical InsuranceDental InsuranceVision InsuranceShort/Long Term DisabilityRetirement Plan

Senior Tax Manager, Core Tax Services Specialty: S-corps, Foundations & Gifts Hybrid Work must be accessible to the Metro DC Area @Orchard has been retained to assist our client, a leading professional services firm, as they seek to build out further capability within their Core Tax Services Practice. They are seeking all levels of individuals with experience supporting clients of pass-through entities, most notably S-corps. If you have experience in that area of Tax, are located within commuting distance of Baltimore, DC, or McLean, VA, and are seeking a hybrid work opportunity (2-3 days in the office), we need to hear from you. Our client has a nationwide presence, as well as representation in 160 countries. They are the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to their compensation and Total Rewards benefits* offerings. Our client practices an open and inviting culture and employee experience, enabling employees to play an active role in setting their schedules of billable tasks to accommodate the balance we all strive for in life. New employees are assigned both a peer buddy and a formal career advisor from day one, to ensure ease of assimilation and clarity of purpose in terms of career advancement. Our Senior Managers lead teams, build lasting client relationships, and actively participate through volunteerism in their community. As the Senior Tax Manager, you will provide tax and consulting services to business clients with pass-through entities and to their business owners. Job Duties: Perform tax planning, preparation, and research for pass-through entities (S-corps, LLCs, Partnerships) and the business owners' returns, which may include estates, trusts, and charitable entities. Manage client engagements, supervise, and review work of team members, and work closely with clients and, internal managers and partners. Tax Compliance Ensure clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens while ensuring you and the team comply with all Firm policies, standards, and the Tax Quality Manual ("TQM") Utilize your knowledge of taxation related to personal income, estate, and gift tax, and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation). Conduct a top-level review of T/R and resolve all tax issues with clients; involve specialists where appropriate. Plan and review the tax process and the procedures to be performed to include: Budgeting and staffing Monitoring engagement process and actual time incurred vs. budget with the assistance of Senior Timely billing includes management of identified out-of-scope activity and communication to clients. Timely collection of A/R Research Identify when research is needed, clearly and concisely frame issues to be researched; and clearly and concisely report the analysis. Involve firm specialists, as appropriate. Strategy Development Introduce and develop new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits. Review studies of tax implications and offer clients alternative courses of action. Identify and leverage lessons learned on prior projects, to improve processes and methods. Supervisory Responsibilities: Be responsible for building a team of professionals by training and working together to serve our high-net-worth clients with timely responses to their needs. Supervise associates and senior associates on all projects. Review work prepared by associates and senior associates and provide review comments. Act as a Career Advisor to associates and senior associates. Schedule and manage the workload of associates and senior associates. Provide verbal and written performance feedback to associates and senior associates. Qualifications, Knowledge, Skills, and Abilities: Education: A Bachelor's degree is required; a major in Accounting, Finance, Economics, or Statistics, is preferred. Master's degree in accounting or taxation, preferred Experience: To be considered for a Senior Manager, you must demonstrate eight (8) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required. Specifically, experience with working on individual, estate, trust, partnership, S-corporation, and private foundation tax/consulting clients. If you have between 5 and 8 years of experience could qualify as a Manager. License/Certifications: CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent ("EA") (or the equivalent of one of these designations), is required. If you match the requirements for this opportunity and believe you have the experience and talent to succeed in the role, we need to hear from you! Established in 2010, @Orchard LLC, also known as, Talent Orchard has an exceptional reputation, providing staffing solutions to time-sensitive, talent scarcity issues to deliver better talent management ROI. Our specialty lies in the critical area of program talent acquisition and resource management, not in one narrow skillset, but across many areas of technical and functional delivery. To learn more about our other exciting opportunities, visit our Jobs Page at www.atOrchard.com.

Manage end-to-end payroll processing in partnership with ADP, ensuring accuracy and compliance with internal policies and external regulations.Oversee the onboarding process, coordinating with various departments to ensure a smooth transition for new hires.Administer employee benefits and insurance enrollment, working closely with ADP to manage data entry and updates.Handle payroll-related inquiries from employees, providing prompt and accurate responses to resolve issues.Maintain and update payroll records, ensuring confidentiality and compliance with data protection regulations.Collaborate with HR and finance teams to implement improvements to payroll and onboarding processes.Prepare and submit payroll reports, including tax filings, to relevant authorities in a timely manner.Ensure compliance with federal, state, and local payroll laws and regulations, including taxation, social security, and unemployment insurance.MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants. 4-6 years of experience in payroll and onboarding roles, with a strong background in managing payroll systems.Proficiency in payroll software, particularly ADP, and strong data entry skills.Solid understanding of payroll laws and regulations, including federal, state, and local taxation, social security, and unemployment insurance.Excellent organizational and time management skills, with the ability to manage multiple tasks and deadlines.Strong analytical skills, with attention to detail and accuracy.Ability to handle sensitive and confidential information with discretion.Must have bilingual proficiency in Arabic.Experience in the financial services industry is a plus.

My client is looking to add a Tax Manager to their growing teamYou will be responsible for the following job duties which are focused around your technical expertise and ability to work on a collaborative team to deliver excellent client service:Engage with existing and new clients providing tax planning, advice, and oversight of a full spectrum of tax services including nearly all tax forms for all entity types.Manage and oversee the tax production team focused on entity, individual, fiduciary, and gift / estate taxation. This includes the planning and execution of client tax engagementsProvide leadership, training and career mentorship to staff and supervisor level team membersBasic Qualifications:Bachelor's degree in accounting or business-related field, CPA, J.D., LL.M. in taxation and/or Masters in TaxationMinimum of 5 years of experience working in public accounting with emphasis on tax. Most recent years should include experience reviewing and finalizing tax returns for nearly every entity type.Expertise in at least one area: entity, individual and fiduciary taxation; with an understanding of complex investments and the related tax implicationsFamiliar with multi-state taxationStrong communication skills (written and verbal) with the ability to work in a collaborative team and handle multiple tasks simultaneously.Preferred Qualifications:Broad experience reviewing personal and business taxes.Experience managing and training tax preparation staffExperience with gift and estate taxationExperience as a tax production manager for a mid-size accounting firm managing high volume tax production. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Benefits:401(k)401(k) matchingFlexible scheduleHealth insurancePaid time offVision insurance

Direct Hire - Full Time position in Pittsburgh, PAPosition ID: 2607An excellent position with a national health organization encompassing health insurance, health care delivery, health management, reinsurance, and others* Lead Tax Analyst *Please apply ONLY if you 7 relevant years of experienceVisa sponsorship is not available for this positionWe can ONLY consider your application if you have:1: Bachelor's degree in accounting - 6 years of related and progressive experience in lieu of bachelor's degree2: 7 years in the area of specialization, including experience in leading projects of varying size and complexity (exempted experience requirements effective August 2016)3: Tax accounting (ASC 740), tax compliance and planning experience either in a corporate tax department or public accounting firm4: Experience leading projects of varying size and complexity5: Experience in a corporate tax department or public accounting firm6: Experience with statutory accounting and knowledge of insurance taxation7: Familiar with federal taxes (corporations, partnerships, trusts, tax-exempt organizations, property and casualty insurance companies, life insurance companies, employee benefits, individual taxes, etc.)8: Familiar with state and local taxes and regulations for a multitude of jurisdictions9: Familiar with Generally Accepted Accounting Principles (GAAP) and Statutory Accounting Principles (SAP)We are looking for a Lead Tax Analyst to be responsible for all aspects of the tax compliance function and tax accounting function, including the performance of tax research and planning. In performing these duties, the individual will need to keep abreast of changes in tax law and will be expected to identify tax issues and opportunities.DESIRED (not required) SKILLS::: Master's degree in business administration or taxation:: Auditing experience or accounting experience.:: Statutory accounting experience and knowledge of insurance taxation:: Knowledge of federal taxes (corporations, partnerships, trusts, tax-exempt organizations, property and casualty insurance companies, life insurance companies, employee benefits, individual taxes, etc.):: Knowledge of state and local taxes and regulations for a multitude of jurisdictions:: Knowledge of Generally Accepted Accounting Principles (GAAP); and Statutory Accounting Principles (SAP):: Ability to coordinate knowledge in tax, GAAP and statutory accounting to design transactions and communicate the impacts of those transactions.:: Licensed attorney OR CPADuties and Responsibilities== Responsible for government mandated tax filings for the company and subsidiaries, both wholly and jointly owned.== Assure the timely completion and remittance of tax filings in accordance with both internal and external deadlines.== Responsible for the necessary calculations supporting the tax filings for which detailed work papers and documentation are maintained to back-up such calculations. Responsible for the necessary forms, as well as any necessary attachments and/or elections related to the tax filings using the applicable software.== Identify both issues and opportunities providing a resolution/recommendation to Tax Management.== Responsible for tax provisions (GAAP & STAT) of the company and Subsidiaries, both wholly and jointly owned.== Assure the timely completion of tax provisions in accordance with both internal and external deadlines.== Responsible for the necessary calculations, including (but not limited to) current calculations, deferred calculation roll forwards, effective tax rate reconciliations, tax account roll forwards, uncertain tax positions, etc., supporting the tax provisions (monthly/quarterly/year-end) for which detailed work papers and documentation are maintained to back-up such calculations.== Responsible for the necessary financial statement disclosures== Identify both issues and opportunities providing a resolution/recommendation to Tax Management.== Perform tax research/planning for the company and subsidiaries, both wholly and jointly owned.== Assist in research and planning functions so as to determine the tax consequences and effectively communicate to the applicable parties.== Responsible for tax forecasts of the company and subsidiaries, both wholly and jointly owned.== Responsible for the necessary calculations supporting the tax forecasts for which detailed work papers and documentation are maintained to back-up such calculations.== Responsible for management of federal and state/local examinations.== Display effective communication skills.== Provide and assist Tax Management in the representation of the company and subsidiaries, both wholly and jointly owned, before applicable government authorities== Provide and assist Tax Management with periodic meetings including with the subsidiaries to discuss business and tax issues/opportunities.== Provide and assist Tax Management with external auditors== Provide and assist Tax Management with the providing of direction, counseling, and instruction to other Tax Staff.== Keep abreast of changes in tax law at all levels of government, in order to provide guidance on the actual or potential impact of such change.== Responsible for researching various legislation summaries, tax journals and tax-related publications, as well as on-line databases, and provide pertinent information to impacted areas/parties.== Other duties as assignedNo interview, relocation or living expenses providedPlease send resume to - Amarx Search, Inc. - amarx.com

Join a great place to work with MissionSquare Retirement, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, MissionSquare Retirement was founded to provide portable retirement benefits for city and county managers, enabling accumulated retirement assets to be transferred between employers. Today, MissionSquare Retirement serves more than 1.5 million participant accounts, and more than 9,000 retirement plans across the country. We have an extraordinary talent base and invite you to consider joining MissionSquare Retirement's Finance Team. The Director, Taxation is primarily responsible for the corporate tax compliance and reporting functions of the MissionSquare Retirement group of entities. The Tax Director participates daily in all corporate tax matters by providing technical analysis and research, along with recommendations and opinions, as appropriate. This position also contributes to business planning and product development initiatives, and partners with associates at senior staff and management levels on tax and regulatory compliance projects. Essential Functions for this role include: Coordinate, manage and oversee all processes involving preparation, technical review and timely filing of federal, state, and local tax returns and regulatory reports. Plan and perform fact-finding research and analysis covering a broad range of federal, state, and local tax issues, along with other related business and investment fund reporting matters. Prepare reports and memoranda documenting analysis and technical support on matters relevant to federal, state, and local business tax compliance. Draft board reports, management memoranda and financial disclosures applicable to corporate business operations and investment activities. Perform and participate in tax and regulatory compliance research in support of corporate business initiatives and work processes. Coordinate with in-house corporate staff and outside firms and professional advisors, as appropriate. Direct and perform special project work or other duties, as assigned. If you have the following skills, we encourage you to apply: BA/BS or equivalent experience. Certified Public Accountant.  10+ years of experience as a corporate tax professional with exposure to governmental/regulatory reporting processes relevant to the financial services industry. Public accounting or law firm tax practice experience a plus. Strong experience and knowledge of tax laws and generally accepted accounting principles Highest level of commitment to quality and customer service Works well with others/team-player/possesses strong leadership and management skills Dependable/reliable/self-motivated Strong interpersonal and oral and written communication skills Excellent analytical and collaborative skills Strong organizational, follow-up and time management skills Ability to effectively manage multiple tasks and projects simultaneously.  To benefit your career and support your wellbeing, we offer: Competitive Total Rewards (compensation and benefits) package, including 401(k) Plan with matching contributions Varied incentive plans Flexible/Hybrid work schedules Wellness programs Tuition reimbursement Professional and career development courses Mentoring programs Volunteerism program   As a company, MissionSquare Retirement is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law. TAX & COMPL

OverviewBaker 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. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.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.Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.Job Description: Federal TaxResponsibilitiesAre you looking to join an entrepreneurial firm which is one of the fastest growing in the US - one where you will be the "go to" tax expert? Are you inspired to lead a practice, lead people and make a difference for your clients? If yes, consider joining Baker Tilly (BT) as a Tax Principal focused on growing the Houston market! Be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. You will work side-by-side with firm leadership and our associates to serve clients and build the business, having a direct impact on the firm's success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field. You will enjoy this role if:You are an expert in tax and know the Houston market and want to make an impact to help grow this areaYou want to work for a leading CPA advisory firm which is growing, growth means more opportunityYou are passionate about contributing to your team's professional growth and your continued development, creating endless opportunities now, for tomorrowWhat you will do:Be a trusted leader of Baker Tilly's tax services providing federal 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 multinationalConsulting on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740Researching various tax matters, responding to IRS and other tax authority inquiries, and making recommendations to the client for considerationCoordinating 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 areasOverseeing 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 affiliatesProviding recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectivesManage client engagement staffing, billings/collections, and ensure client profitability targets are metUtilize 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 firmParticipates with other service line leadership in developing tax service market positioning and branding, strategy, and messagingInvest in your professional development individually and through participation in firm wide learning and development programsSupport the growth and development of team members helping associates meet their professional goals along with proactively supporting the recruitment efforts of future team membersDemonstrate leadership, initiative, excellent team skills, and high ethical standardsRepresents the firm at key community events, firm functions, and other meetingsQualificationsBachelor's Degree required, Masters or advanced degree desirableCPA or JD requiredFifteen (15)+ years' experience providing federal tax compliance and consulting services in a professional services firm, relevant industry experience is consideredFive (5)+ years' of supervisory experience, mentoring and counseling associatesDemonstrated management, analytical, organization, interpersonal, project management, communication skillsAbility to lead and supervise others, 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 projectsHighly developed software and Microsoft Suite skillsReal Estate LEADERResponsibilitiesAre you looking to join an entrepreneurial firm which is one of the fastest growing in the US?Are you inspired to lead people and make a difference for your clients? Lead the Construction/Real Estate team for New York!If yes, consider joining Baker Tilly (BT) as a Real Estate Tax Principalleading the New York market/team! You will also be a leader in our National Real Estate Practice! Be a valued business advisor delivering industry-focused tax advisory and compliance services to real estate clients. You will work side-by-side with firm leadership and our associates to serve clients and build the business, having a direct impact on the firm's success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field. You will enjoy this role if:You are an expert in partnership tax You are excited about the world of real estate and have strong technical expertise servicing this industryYou want to work for a leading CPA advisory firm which is growing, growth means more opportunityYou are passionate about contributing to your team's professional growth and your continued development, creating endless opportunities now, for tomorrowWhat you will do:Be a trusted leader of Baker Tilly's tax services providing federal tax compliance and consulting services to construction and real estate 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 multinationalConsulting on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740Researching various tax matters, responding to IRS and other tax authority inquiries, and making recommendations to the client for considerationCoordinating 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 areasOverseeing 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 affiliatesProviding recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectivesManage client engagement staffing, billings/collections, and ensure client profitability targets are metUtilize 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 firmParticipates with other service line leadership in developing tax service market positioning and branding, strategy, and messagingInvest in your professional development individually and through participation in firm wide learning and development programsSupport the growth and development of team members helping associates meet their professional goals along with proactively supporting the recruitment efforts of future team membersQualificationsBachelor's Degree required, Masters or advanced degree desirableCPA or JD requiredFifteen (15)+ years' experience providing federal tax compliance and consulting services in a professional services firm, working with real estate clients in the New York/tri-state areaFive (5)+ years' of supervisory experience, mentoring and counseling associatesMust be local to New York Market Demonstrated management, analytical, organization, interpersonal, project management, communication skillsAbility to lead and supervise others, 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.Real Estate TaxResponsibilitiesAre you looking to join an entrepreneurial firm which is one of the fastest growing in the US - one where you will be the "go to" partnership tax expert? Are you inspired to lead people and make a difference for your clients? If yes, consider joining Baker Tilly (BT) as a Federal Tax Partner! Be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. You will work side-by-side with firm leadership and our associates to serve clients and build the business, having a direct impact on the firm's success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field. You will enjoy this role if:You are an expert in partnership tax You are excited about the world of real estate and have strong technical expertise servicing this industryYou want to work for a leading CPA advisory firm which is growing, growth means more opportunityYou are passionate about contributing to your team's professional growth and your continued development, creating endless opportunities now, for tomorrowWhat you will do:Be a trusted leader of Baker Tilly's tax services providing federal tax compliance and consulting services to construction and real estate 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 multinationalConsulting on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740Researching various tax matters, responding to IRS and other tax authority inquiries, and making recommendations to the client for considerationCoordinating 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 areasOverseeing 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 affiliatesProviding recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectivesManage client engagement staffing, billings/collections, and ensure client profitability targets are metUtilize 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 firmParticipates with other service line leadership in developing tax service market positioning and branding, strategy, and messagingInvest in your professional development individually and through participation in firm wide learning and development programsSupport the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals along with proactively supporting the recruitment efforts of future team membersDemonstrate leadership, initiative, excellent team skills, and high ethical standardsRepresents the firm at key community events, firm functions, and other meetingsQualificationsBachelor's Degree required, Masters or advanced degree desirableCPA or JD requiredEleven (11)+ years' experience providing federal tax compliance and consulting services in a professional services firm, relevant industry experience is consideredFive (5)+ years' of supervisory experience, mentoring and counseling associatesDemonstrated management, analytical, organization, interpersonal, project management, communication skillsAbility to lead and supervise others, 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.Highly developed software and Microsoft Suite skillsTax, Financial ServicesResponsibilitiesAre you looking to join an entrepreneurial firm which is one of the fastest growing in the US?Are you inspired to lead a practice, lead people and make a difference for your clients? If yes, consider joining Baker Tilly (BT) as a Tax Partner in our Financial Services Practice! Be a valued business advisor delivering industry-focused tax advisory and compliance services to the financial services industry to include banks and insurance companies. You will work side-by-side with firm leadership and our associates to serve clients and build the business, having a direct impact on the firm's success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field. You will enjoy this role if:You are an expert in tax provisioning, tax compliance and tax consulting specifically with financial institution clientsYou want to work for a leading CPA advisory firm which is growing, growth means more opportunityYou are passionate about contributing to your team's professional growth and your continued development, creating endless opportunities now, for tomorrowWhat you will do:Be a trusted leader of Baker Tilly's tax services providing federal tax compliance and consulting services to financial institution 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 multinationalConsulting on technical matters and special projects in various areas of corporate tax including FAS 109 and FIN 48Researching various tax matters, responding to IRS and other tax authority inquiries, and making recommendations to the client for considerationCoordinating 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 areasOverseeing 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 affiliatesManage client engagement staffing, billings/collections, and ensure client profitability targets are metUtilize 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 firmParticipates with other service line leadership in developing tax service market positioning and branding, strategy, and messagingInvest in your professional development individually and through participation in firm wide learning and development programsSupport the growth and development of team members, helping associates meet their professional goals along with proactively supporting the recruitment efforts of future team membersRecruit, develop, lead and retain team members, setting overall direction/strategy Demonstrate leadership, initiative, excellent team skills, and high ethical standardsRepresents the firm at key community events, firm functions, and other meetingsQualificationsBachelor's Degree required, Masters or advanced degree desirableCPA requiredEleven (11)+ years' experience providing tax compliance and consulting services in a professional service firm Five (5)+ years' of supervisory experience, mentoring and counseling associatesExperience working with financial institution clients Demonstrated management, analytical, organization, interpersonal, project management, communication skillsAbility to lead and supervise others, 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 projectsHighly developed software and Microsoft Suite skillsHigh Net Worth TaxResponsibilitiesNurtures long term relationships with clients - develops a partnership with the client to identify issues and trends and identify innovative solutions and ideas.Ensures that the objectives and budgets for the High Net Worth service line are met each year for the Plano office.Provides input to the income tax service line policies, procedures and service methodologies and ensures that they are followed.Participates in the recruiting process for the tax service line as assigned.Mentors and manages assigned staff in the tax service line.Identifies future leaders for training and mentoring, continually working to transition his or her duties for succession planning purposes.Delivers assigned staffs' annual performance reviews.Participates with other service line leadership in developing tax service market positioning and branding, strategy, messaging, and annual marketing plan Participates in client and prospect communications, lead generation and branding activities for tax service line.Represents the firm at key community events, firm functions, and other meetings.Attends proposal meetings as frequently as possible in assisting in the close and onboarding process.Analyzes problems, designs and implements solutions that accomplish the clients' objectives and ensure compliance.Supervises staff assigned to his or her projects to insure that schedules, budgets and quality requirements are met.Serves as mentor and advisor to partners and managers during various phases of client relationships and technical matters.QualificationsMinimum RequirementsMinimum of 15 years of practice in public accounting with an emphasis on providing services encompassing federal individual income tax, fiduciary income tax, estate planning, charitable planning, and/or family officesConcentrated experience with trust, estate, gift, complex individual and state tax returnsProficient experience with corporate, partnership, S-Corp income taxation and tax-exempt organizationsExcellent written and verbal communication skills (public speaking skills a plus)Excellent interpersonal, analytical and problem-solving abilityMust be highly organized and capable of managing multiple tasks in a complex, dynamic environmentProficient knowledge of automated tax processing systems and Microsoft Office tools Expert understanding, comprehension, and ability to articulate various business processesProven leadership, communication, project management, and team building skillsTrust and confidence of the partner group and staffMust be authorized to work in the United States without future sponsorshipBachelor's degree Active CPA licenseTechnical/Specific Discipline RequirementsExperience in advising and working directly with High Net Worth and Ultra High Net Worth individuals and families in the areas of income tax, estate planning and asset protection planningExperience in advising and working directly with Family OfficesDeep knowledge and understanding of:Individual Income TaxationFiduciary Income TaxationEstate, Gift and Generation-Skipping Transfer TaxesFamily Limited PartnershipsEstate, Wealth Transfer and Succession PlanningWorking knowledge of:Taxation of S Corporations and C CorporationsTaxation of Partnerships and Limited Liability CompaniesTaxation of operating businessesTaxation of Private FoundationsLegal concepts involved with relevant areas of taxationCommercial Services Tax ResponsibilitiesAre you looking to join an entrepreneurial firm which is one of the fastest growing in the US - one where you will be the "go to" tax expert? Are you inspired to lead a practice, lead people and make a difference for your clients? If yes, consider joining Baker Tilly (BT) as a Tax Partner in our Commercial Services practice focused on growing the DC market! Be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. You will work side-by-side with firm leadership and our associates to serve clients and build the business, having a direct impact on the firm's success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field. You will enjoy this role if:You are an expert in tax and know the DC market and want to make an impact to help grow this areaYou want to work for a leading CPA advisory firm which is growing, growth means more opportunityYou are passionate about contributing to your team's professional growth and your continued development, creating endless opportunities now, for tomorrowWhat you will do:Be a trusted leader of Baker Tilly's tax services providing federal 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 multinationalConsulting on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740Researching various tax matters, responding to IRS and other tax authority inquiries, and making recommendations to the client for considerationCoordinating 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 areasOverseeing 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 affiliatesProviding recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectivesManage client engagement staffing, billings/collections, and ensure client profitability targets are metUtilize 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 firmParticipates with other service line leadership in developing tax service market positioning and branding, strategy, and messagingInvest in your professional development individually and through participation in firm wide learning and development programsSupport the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals along with proactively supporting the recruitment efforts of future team membersDemonstrate leadership, initiative, excellent team skills, and high ethical standardsRepresents the firm at key community events, firm functions, and other meetingsQualificationsBachelor's Degree required, Masters or advanced degree desirableCPA or JD requiredEleven (11)+ years' experience providing federal tax compliance and consulting services in a professional services firm, relevant industry experience is consideredFive (5)+ years' of supervisory experience, mentoring and counseling associatesDemonstrated management, analytical, organization, interpersonal, project management, communication skillsAbility to lead and supervise others, 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 projectsHighly developed software and Microsoft Suite skills

OverviewBaker 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. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.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.Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.Job Description: Federal TaxResponsibilitiesAre you looking to join an entrepreneurial firm which is one of the fastest growing in the US - one where you will be the "go to" tax expert? Are you inspired to lead a practice, lead people and make a difference for your clients? If yes, consider joining Baker Tilly (BT) as a Tax Principal focused on growing the Houston market! Be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. You will work side-by-side with firm leadership and our associates to serve clients and build the business, having a direct impact on the firm's success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field. You will enjoy this role if:You are an expert in tax and know the Houston market and want to make an impact to help grow this areaYou want to work for a leading CPA advisory firm which is growing, growth means more opportunityYou are passionate about contributing to your team's professional growth and your continued development, creating endless opportunities now, for tomorrowWhat you will do:Be a trusted leader of Baker Tilly's tax services providing federal 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 multinationalConsulting on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740Researching various tax matters, responding to IRS and other tax authority inquiries, and making recommendations to the client for considerationCoordinating 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 areasOverseeing 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 affiliatesProviding recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectivesManage client engagement staffing, billings/collections, and ensure client profitability targets are metUtilize 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 firmParticipates with other service line leadership in developing tax service market positioning and branding, strategy, and messagingInvest in your professional development individually and through participation in firm wide learning and development programsSupport the growth and development of team members helping associates meet their professional goals along with proactively supporting the recruitment efforts of future team membersDemonstrate leadership, initiative, excellent team skills, and high ethical standardsRepresents the firm at key community events, firm functions, and other meetingsQualificationsBachelor's Degree required, Masters or advanced degree desirableCPA or JD requiredFifteen (15)+ years' experience providing federal tax compliance and consulting services in a professional services firm, relevant industry experience is consideredFive (5)+ years' of supervisory experience, mentoring and counseling associatesDemonstrated management, analytical, organization, interpersonal, project management, communication skillsAbility to lead and supervise others, 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 projectsHighly developed software and Microsoft Suite skillsReal Estate LEADERResponsibilitiesAre you looking to join an entrepreneurial firm which is one of the fastest growing in the US?Are you inspired to lead people and make a difference for your clients? Lead the Construction/Real Estate team for New York!If yes, consider joining Baker Tilly (BT) as a Real Estate Tax Principalleading the New York market/team! You will also be a leader in our National Real Estate Practice! Be a valued business advisor delivering industry-focused tax advisory and compliance services to real estate clients. You will work side-by-side with firm leadership and our associates to serve clients and build the business, having a direct impact on the firm's success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field. You will enjoy this role if:You are an expert in partnership tax You are excited about the world of real estate and have strong technical expertise servicing this industryYou want to work for a leading CPA advisory firm which is growing, growth means more opportunityYou are passionate about contributing to your team's professional growth and your continued development, creating endless opportunities now, for tomorrowWhat you will do:Be a trusted leader of Baker Tilly's tax services providing federal tax compliance and consulting services to construction and real estate 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 multinationalConsulting on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740Researching various tax matters, responding to IRS and other tax authority inquiries, and making recommendations to the client for considerationCoordinating 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 areasOverseeing 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 affiliatesProviding recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectivesManage client engagement staffing, billings/collections, and ensure client profitability targets are metUtilize 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 firmParticipates with other service line leadership in developing tax service market positioning and branding, strategy, and messagingInvest in your professional development individually and through participation in firm wide learning and development programsSupport the growth and development of team members helping associates meet their professional goals along with proactively supporting the recruitment efforts of future team membersQualificationsBachelor's Degree required, Masters or advanced degree desirableCPA or JD requiredFifteen (15)+ years' experience providing federal tax compliance and consulting services in a professional services firm, working with real estate clients in the New York/tri-state areaFive (5)+ years' of supervisory experience, mentoring and counseling associatesMust be local to New York Market Demonstrated management, analytical, organization, interpersonal, project management, communication skillsAbility to lead and supervise others, 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.Real Estate TaxResponsibilitiesAre you looking to join an entrepreneurial firm which is one of the fastest growing in the US - one where you will be the "go to" partnership tax expert? Are you inspired to lead people and make a difference for your clients? If yes, consider joining Baker Tilly (BT) as a Federal Tax Partner! Be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. You will work side-by-side with firm leadership and our associates to serve clients and build the business, having a direct impact on the firm's success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field. You will enjoy this role if:You are an expert in partnership tax You are excited about the world of real estate and have strong technical expertise servicing this industryYou want to work for a leading CPA advisory firm which is growing, growth means more opportunityYou are passionate about contributing to your team's professional growth and your continued development, creating endless opportunities now, for tomorrowWhat you will do:Be a trusted leader of Baker Tilly's tax services providing federal tax compliance and consulting services to construction and real estate 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 multinationalConsulting on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740Researching various tax matters, responding to IRS and other tax authority inquiries, and making recommendations to the client for considerationCoordinating 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 areasOverseeing 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 affiliatesProviding recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectivesManage client engagement staffing, billings/collections, and ensure client profitability targets are metUtilize 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 firmParticipates with other service line leadership in developing tax service market positioning and branding, strategy, and messagingInvest in your professional development individually and through participation in firm wide learning and development programsSupport the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals along with proactively supporting the recruitment efforts of future team membersDemonstrate leadership, initiative, excellent team skills, and high ethical standardsRepresents the firm at key community events, firm functions, and other meetingsQualificationsBachelor's Degree required, Masters or advanced degree desirableCPA or JD requiredEleven (11)+ years' experience providing federal tax compliance and consulting services in a professional services firm, relevant industry experience is consideredFive (5)+ years' of supervisory experience, mentoring and counseling associatesDemonstrated management, analytical, organization, interpersonal, project management, communication skillsAbility to lead and supervise others, 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.Highly developed software and Microsoft Suite skillsTax, Financial ServicesResponsibilitiesAre you looking to join an entrepreneurial firm which is one of the fastest growing in the US?Are you inspired to lead a practice, lead people and make a difference for your clients? If yes, consider joining Baker Tilly (BT) as a Tax Partner in our Financial Services Practice! Be a valued business advisor delivering industry-focused tax advisory and compliance services to the financial services industry to include banks and insurance companies. You will work side-by-side with firm leadership and our associates to serve clients and build the business, having a direct impact on the firm's success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field. You will enjoy this role if:You are an expert in tax provisioning, tax compliance and tax consulting specifically with financial institution clientsYou want to work for a leading CPA advisory firm which is growing, growth means more opportunityYou are passionate about contributing to your team's professional growth and your continued development, creating endless opportunities now, for tomorrowWhat you will do:Be a trusted leader of Baker Tilly's tax services providing federal tax compliance and consulting services to financial institution 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 multinationalConsulting on technical matters and special projects in various areas of corporate tax including FAS 109 and FIN 48Researching various tax matters, responding to IRS and other tax authority inquiries, and making recommendations to the client for considerationCoordinating 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 areasOverseeing 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 affiliatesManage client engagement staffing, billings/collections, and ensure client profitability targets are metUtilize 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 firmParticipates with other service line leadership in developing tax service market positioning and branding, strategy, and messagingInvest in your professional development individually and through participation in firm wide learning and development programsSupport the growth and development of team members, helping associates meet their professional goals along with proactively supporting the recruitment efforts of future team membersRecruit, develop, lead and retain team members, setting overall direction/strategy Demonstrate leadership, initiative, excellent team skills, and high ethical standardsRepresents the firm at key community events, firm functions, and other meetingsQualificationsBachelor's Degree required, Masters or advanced degree desirableCPA requiredEleven (11)+ years' experience providing tax compliance and consulting services in a professional service firm Five (5)+ years' of supervisory experience, mentoring and counseling associatesExperience working with financial institution clients Demonstrated management, analytical, organization, interpersonal, project management, communication skillsAbility to lead and supervise others, 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 projectsHighly developed software and Microsoft Suite skillsHigh Net Worth TaxResponsibilitiesNurtures long term relationships with clients - develops a partnership with the client to identify issues and trends and identify innovative solutions and ideas.Ensures that the objectives and budgets for the High Net Worth service line are met each year for the Plano office.Provides input to the income tax service line policies, procedures and service methodologies and ensures that they are followed.Participates in the recruiting process for the tax service line as assigned.Mentors and manages assigned staff in the tax service line.Identifies future leaders for training and mentoring, continually working to transition his or her duties for succession planning purposes.Delivers assigned staffs' annual performance reviews.Participates with other service line leadership in developing tax service market positioning and branding, strategy, messaging, and annual marketing plan Participates in client and prospect communications, lead generation and branding activities for tax service line.Represents the firm at key community events, firm functions, and other meetings.Attends proposal meetings as frequently as possible in assisting in the close and onboarding process.Analyzes problems, designs and implements solutions that accomplish the clients' objectives and ensure compliance.Supervises staff assigned to his or her projects to insure that schedules, budgets and quality requirements are met.Serves as mentor and advisor to partners and managers during various phases of client relationships and technical matters.QualificationsMinimum RequirementsMinimum of 15 years of practice in public accounting with an emphasis on providing services encompassing federal individual income tax, fiduciary income tax, estate planning, charitable planning, and/or family officesConcentrated experience with trust, estate, gift, complex individual and state tax returnsProficient experience with corporate, partnership, S-Corp income taxation and tax-exempt organizationsExcellent written and verbal communication skills (public speaking skills a plus)Excellent interpersonal, analytical and problem-solving abilityMust be highly organized and capable of managing multiple tasks in a complex, dynamic environmentProficient knowledge of automated tax processing systems and Microsoft Office tools Expert understanding, comprehension, and ability to articulate various business processesProven leadership, communication, project management, and team building skillsTrust and confidence of the partner group and staffMust be authorized to work in the United States without future sponsorshipBachelor's degree Active CPA licenseTechnical/Specific Discipline RequirementsExperience in advising and working directly with High Net Worth and Ultra High Net Worth individuals and families in the areas of income tax, estate planning and asset protection planningExperience in advising and working directly with Family OfficesDeep knowledge and understanding of:Individual Income TaxationFiduciary Income TaxationEstate, Gift and Generation-Skipping Transfer TaxesFamily Limited PartnershipsEstate, Wealth Transfer and Succession PlanningWorking knowledge of:Taxation of S Corporations and C CorporationsTaxation of Partnerships and Limited Liability CompaniesTaxation of operating businessesTaxation of Private FoundationsLegal concepts involved with relevant areas of taxationCommercial Services Tax ResponsibilitiesAre you looking to join an entrepreneurial firm which is one of the fastest growing in the US - one where you will be the "go to" tax expert? Are you inspired to lead a practice, lead people and make a difference for your clients? If yes, consider joining Baker Tilly (BT) as a Tax Partner in our Commercial Services practice focused on growing the DC market! Be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. You will work side-by-side with firm leadership and our associates to serve clients and build the business, having a direct impact on the firm's success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field. You will enjoy this role if:You are an expert in tax and know the DC market and want to make an impact to help grow this areaYou want to work for a leading CPA advisory firm which is growing, growth means more opportunityYou are passionate about contributing to your team's professional growth and your continued development, creating endless opportunities now, for tomorrowWhat you will do:Be a trusted leader of Baker Tilly's tax services providing federal 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 multinationalConsulting on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740Researching various tax matters, responding to IRS and other tax authority inquiries, and making recommendations to the client for considerationCoordinating 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 areasOverseeing 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 affiliatesProviding recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectivesManage client engagement staffing, billings/collections, and ensure client profitability targets are metUtilize 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 firmParticipates with other service line leadership in developing tax service market positioning and branding, strategy, and messagingInvest in your professional development individually and through participation in firm wide learning and development programsSupport the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals along with proactively supporting the recruitment efforts of future team membersDemonstrate leadership, initiative, excellent team skills, and high ethical standardsRepresents the firm at key community events, firm functions, and other meetingsQualificationsBachelor's Degree required, Masters or advanced degree desirableCPA or JD requiredEleven (11)+ years' experience providing federal tax compliance and consulting services in a professional services firm, relevant industry experience is consideredFive (5)+ years' of supervisory experience, mentoring and counseling associatesDemonstrated management, analytical, organization, interpersonal, project management, communication skillsAbility to lead and supervise others, 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 projectsHighly developed software and Microsoft Suite skills

RESPONSIBILITIES:Kforce's client, a prominent non-profit organization in Washington, DC, is seeking a Tax Director to lead its tax compliance and strategy functions. The ideal candidate will hold a CPA certification and be responsible for managing and overseeing all federal, state, and local tax reporting and regulatory filings. This role involves ensuring compliance, performing in-depth research, and providing strategic support for various tax-related matters.Key Responsibilities: Draft reports, memos, and disclosures for management and board members, ensuring accuracy in financial reporting and tax compliance Conduct research and provide analysis on a wide range of tax issues, including business operations and reporting related to investments Lead and coordinate the preparation, review, and filing of tax returns and regulatory reports at federal, state, and local levels Collaborate with internal teams and external advisors to manage tax-related projects and resolve complex tax issues Oversee special tax-related projects and perform additional duties as neededREQUIREMENTS: BA/BS in Accounting, Finance, or Business-related degree CPA certification required 10+ years of progressive tax experience Proven experience managing federal, state, and local tax returns and compliance Strong research, analytical, and communication skills Ability to work collaboratively with cross-functional teams and external advisors The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future. We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave. Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law. This job is not eligible for bonuses, incentives or commissions. Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status. By clicking "Apply Today" you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.

Job Classification:Finance & Accounting - Finance & AccountingWhat you can expectWe are seeking an individual to serve as a mutual fund tax specialist that will assist with all aspects of tax compliance and reporting.  This person will coordinate workflow, assignments, and deadlines with both the tax and financial reporting teams. This individual will communicate with many internal and external partners, including Product, Legal, Compliance, custodian banks and external tax firms.  In addition, the individual will be responsible for ongoing research for complex portfolio holdings and legislative changes.ResponsibilitiesReview mutual fund tax compliance work.Review of return of capital distributions, corporate actions, and REIT adjustments for GAAP and tax purpose.Review financial statement tax disclosures.Review of federal, state, and local tax returns.Review year-end shareholder reporting.Support internal partners related to tax considerations and impacts.Responsible for review and research of complex holdings, including but not limited to partnerships, MLPs, swaps, options, foreign currency, shorts, notional principal contracts, convertible debt and passive foreign investment companies.Oversight of custodian banks tax reclaim services.Oversight of foreign jurisdictions taxation and impacts to mutual funds.What you will bring3+ years of experience in mutual fund taxationCPA and/or Masters in Tax preferredStrong technical mutual fund tax skillsBachelor’s degree in accountingStrong analytical skills with high attention to detailAbility to manage multiple priorities and deadlinesStrong communication skillsWhat will set you apartExperience specific to Chapter MTaxation knowledge across mutual funds, ETFs, and alternativesWork experience within a “big-4” firmPGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.What we offer youMedical, dental, vision, life insurance and PTO (Paid Time Off)Retirement plans: 401(k) plan with generous company match (up to 4%) ; Company-funded pension planWellness Programs to help you achieve your wellbeing goals, including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needsWork/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional health, and career development.Tuition Assistance to help finance traditional college enrollment, approved degrees, many accredited certificate programs, and industry designations.To find out more about our Total Reward package, see our Total Rewards Brochure. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.Salary Range DisclosureThe salary range for this role is from $90,000 to $110,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.About PGIM InvestmentsPGIM Investments is a diversified distributor of asset management capabilities, with over 100 actively managed funds globally. We are dedicated to helping clients tackle their toughest investment challenges and base the foundation of our investment strategy around collaboration and innovation. Our leadership team welcomes new ideas and challenging the status-quo and are committed to developing talent for long-term success.A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTUREAs the Global Asset Management business of Prudential, we’re always looking for ways to improve financial services. We’re passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading global asset managers! If you’re not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that’s investing in your future by shaping tomorrow today.At PGIM, You Can!Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit www.prudential.com to learn more about our values, our history and our brand.Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status , medical condition or any other characteristic protected by law. The Prudential Insurance Company of America, Newark, NJ and its affiliates.Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at [email protected] for more information about doing business with Prudential.PEOPLE WITH DISABILITIES:If you need an accommodation to complete the application process, which may include an assessment, please email [email protected] note that the above email is solely for individuals with disabilities requesting an accommodation.  If you are experiencing a technical issue with your application or an assessment, please email [email protected] to request assistance.