Tax Director - Flow Through (PE portfolio companies)

Have you seen the headlines that Moss Adams and Baker Tilly have continued to grow following their June 2025 merger to form the #6 public accounting and advisory firm in the US? Would you like to bring your leadership career track to Baker Tilly to make an impact on that growth?

If yes, consider joining Baker Tilly (BT) as a Tax Director in NorCal to work on PE portfolio companies. This growth role is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to midmarket clients.

You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm’s success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

You’ll enjoy this role if:

• You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve
• You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
• You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients’ and employees’ best interests in mind and are transparent in their decisions
• You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
• You want to contribute to your engagement team’s professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow
• What you will do:
• Be a trusted member of the engagement team providing various federal tax compliance and consulting services to industry specific clients:
• Be a valued tax business advisor, lead client relationships on day to day tax matters with various clients ranging from middle market to multinational
• Consult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740
• Research various tax matters, responding to IRS and other tax authority inquiries, and make recommendations to the client for consideration
• Coordinate 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
• 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
• Invest in your professional development individually and through participation in firm wide learning and development programs
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
• Enjoy friendships, social activities and team outings that encourage a work-life balance

Minimum Qualifications: 

• 4-year degree 

• CPA, Law License, or EA 

• Twelve (12) years of experience 

Preferred Qualifications:  

• Bachelor’s, master’s, or advanced degree in accounting 

• Twelve (12)+ years of experience providing tax compliance and consulting services in a public accounting firm 
• PE industry experienced preferred, particularly with portfolio companies

• Five (5)+ years of supervisory experience, mentoring and counseling associates 

• Demonstrated management, analytical, organization, interpersonal, project management, communication skills 

• Ability 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 skills 

• Eligibility to work in the U.S. without sponsorship 

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The pay range for this position is 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: $158,000 to $278,900

In CA, pay rate range is: $173,800 to $362,600