Job Description:Director- Partnership Tax (National Tax)Within Baker Tilly's National Tax team, you will serve as a firmwide resource for partnership tax and related matters and lead a wide range of issues and projects utilizing your deep technical expertise and experience. Our partnership team advises on a broad range of federal income tax matters including mergers and acquisitions involving partnerships, partnership restructurings, complex partnership allocation structures, and related complex matters.
Must be located close to 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
- You are a strong technical writer and enjoy preparing memoranda, tax analyses, and opinion-related work products
- Are an analytical problem solver eager to understand the client's partnership 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 growth, experience, and institutional knowledge.
Responsibilities:- Outreach and engagement with professionals in the tax service line is a high priority
- Conduct in-depth technical research and analysis of complex partnership tax matters and lead consultations with other professionals on such matters
- 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
- Serve as a national technical resource, collaborating with practice leaders, subject-matter specialists, and client-facing teams to provide guidance on partnership tax matters that are complex, significant, or material in nature in addition to helping on other matters where our Baker Tilly colleagues need additional resources
- Utilize your 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 National Tax partnership division
- Author 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
- Collaborate on the development of standardized tools, templates, models and other similar partnership tax materials
- Develop and deliver technical training, webinars, and other educational programs to share knowledge and enhance partnership tax 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 partnership tax knowledge and accuracy in all projects
Minimum Qualifications: - 4 year degree
- 12 years of professional experience
- CPA, Law License/JD, or EA required.
Preferred Qualifications:- Bachelor's degree in Accounting, Finance, law or other related field required; Masters or advanced degree preferred
- JD, L.L.M. (Taxation), or CPA required; (LLM or MST preferred)
- Ten (10)+ year(s) deep technical experience in partnership taxation.
- 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.
- Demonstrated strong tax technical, research (code, regulations and case law), analytical, and critical thinking skills.
- Exceptional written and verbal communication skills, including experience drafting technical memoranda and tax analyses.
- Ability to work effectively in a collaborative environment, exhibit strong interpersonal skills, and manage 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
