Private Wealth Tax, Director-Washington Tax Council - JR100600_3-7366 - Baker Tilly Advisory Group, LP

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Overview
Baker Tilly is a leading advisory, tax and assurance firm, providing
clients with a genuine coast-to-coast and global advantage in major
regions of the U.S. and in many of the world's leading financial
centers - New York, London, San Francisco, Los Angeles, Chicago and
Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker
Tilly) provide professional services through an alternative practice
structure in accordance with the AICPA Code of Professional Conduct and
applicable laws, regulations and professional standards. Baker Tilly US,
LLP is a licensed independent CPA firm that provides attest services to
its clients. Baker Tilly Advisory Group, LP and its subsidiary entities
provide tax and business advisory services to their clients. Baker Tilly
Advisory Group, LP and its subsidiary entities are not licensed CPA
firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker
Tilly, are independent members of Baker Tilly International, a worldwide
network of independent accounting and business advisory firms in 141
territories, with 43,000 professionals and a combined worldwide revenue
of $5.2 billion. 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:
Tax Director, Individual Tax - Washington National Tax
This is an internal position in Washington National Tax to provide
thought leadership to the Baker Tilly tax practice and clients. This
position is ideal for tax specialists who want to expand their technical
skills and build a career in a specific field of tax. We are seeking a
strong individual with deep knowledge and demonstrated experience in the
taxation of individual taxes.
The Washington Tax Council position, specializing in individual taxes,
requires a candidate with profound knowledge and experience in various
critical areas of taxation. The ideal candidate will possess a
comprehensive understanding of the following domains:
You will enjoy this role if:
- You like deciphering federal tax regulations and other guidance and
can explain it to others
- You enjoy working with a team of like-minded individuals
- You prefer internal clients instead of external clients
- You like having a predominately steady schedule without the large
peaks of busy season
- You are a strong writer and communicator
- You enjoy writing and research
Areas of expertise we are looking for:
Gift and Estate Taxes
The candidate should be well-versed in the regulations governing gift
and estate taxes. This includes knowledge of:
- Lifetime gift tax exemptions and annual exclusion limits
- Estate tax thresholds and applicable rates
- Strategies for e tate planning and minimizing tax liabilities
Charitable Contributions Rules
Expertise in the rules surrounding charitable contributions is
essential. This encompasses:
- Deductibility limits for different types of donations (cash,
securities, real estate)
- Substantiation and record-keeping requirements
- Special rules for charitable remainder trusts and donor-advised
funds
- Impact of contributions on adjusted gross income (AGI)
Net Investment Income Tax (NIIT)
The candidate must understand the intricacies of the Net Investment
Income Tax, including:
- Applicable thresholds for individuals, trusts, and estates
- Types of income subject to NIIT (interest, dividends, capital gains,
rental income)
- Calculation methods and reporting requirements
- Strategies for reducing NIIT liabilities
Qualified Business Income Deduction (QBID)
Proficiency in the Qualified Business Income Deduction is required, with
expertise in:
Eligibility criteria for business types and income levels
Phase-out thresholds and limitations
Calculation of the 20% deduction fo