Baker Tilly · 1 month ago
Tax Managing Director (Private Equity)
USA CA San Francisco 50 Fremont St
Full-time
Onsite
Director/Executive
$191K/yr - $363K/yr
13+ years expBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage. The Tax Managing Director will serve as the primary engagement manager, overseeing billing, realization, and collections while developing tax solutions for middle-market companies and high net worth individuals.
AccountingConsulting
Responsibilities
Serve as the primary engagement manager with economic responsibilities for billing, realization, and collections
Effectively leverage available technology and other resources to maximize technical application to project and holds the engagement team to the same standard
Determine appropriate tax objectives, scope and methodology and actively participate in decision making with client's management to understand the broader impact of current decisions and possible solutions
Evaluate skills and develop Managers, Seniors and Staff in client engagement management and technical expertise in individual, trust, partnership, corporate, federal, state, local and foreign tax returns, estimated payments and extensions, and federal and state tax audits
Develop and execute a business development plan which includes networking, new client development and client expansion activities
Qualification
Required
Bachelor's degree in accounting or related field required; Master of Tax preferred
Licensed CPA, JD/LLM or EA required
Minimum of 13 years of tax experience gained within a public accounting firm or related experience
Proficient in corporate, individual and partnership taxation
Presentation skills and strong organizational techniques are required
Capable of managing multiple client engagements in addition to completing tasks related to business development
Minimum of 4 years supervising and training experience
Subject matter expert in corporate, partnership, individual or trust and estate taxation required; prior experience working with large, multi-state, internationally active middle-market clients preferred
Proven market facing skills required to develop new business and sustain existing excellent client relationships
Must have visibility and recognition within your industry specialization and in your local market
Excellent written and verbal communication and interpersonal skills
Ability to travel as needed, approximately 10%
Preferred
Master of Tax preferred
Prior experience working with large, multi-state, internationally active middle-market clients preferred
Company
Baker Tilly
At Baker Tilly, we care about you and the impact you make. That’s why we’re fully committed to your journey, wherever your ambitions take you.
10001+ employees
H1B Sponsorship
Baker Tilly has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (19)
2023 (23)
2022 (25)
2021 (19)
Funding
Current Stage
Late StageLeadership Team
Francesca Lagerberg
Chief Executive Officer
Ben Lloyd
Chief Operating Officer
Recent News
International Accounting Bulletin
2026-01-23
bloomberglaw.com
2026-01-16
2026-01-16
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