11+ years of tax compliance and consulting experience
5+ years of supervisory experience
Experience with financial institution clients
Strong management, organizational, and communication skills
Proficient in Microsoft Suite and specialized software
Responsibilities
Lead federal tax compliance and consulting for financial institutions
Develop and manage client relationships for tax-related matters
Consult on corporate tax issues such as FAS 109 and FIN 48
Research tax inquiries and provide client recommendations
Coordinate with other tax specialties on complex matters
Oversee tax planning for federal and individual clients
Utilize entrepreneurial skills for client acquisition and networking
Benefits
Opportunity to lead and mentor a team
Engagement with entrepreneurial partners
Participation in professional development programs
Involvement in community events and firm functions
Ownership experience with a fast-growing firm
Full Job Description
Job Description:
Are 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 Principal in our New York 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 clients
You want to work for a leading CPA advisory firm which is growing, growth means more opportunity
You are passionate about contributing to your team's professional growth and your continued development, creating endless opportunities now, for tomorrow
What 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 multinational
Consulting on technical matters and special projects in various areas of corporate tax including FAS 109 and FIN 48
Researching various tax matters, responding to IRS and other tax authority inquiries, and making recommendations to the client for consideration
Coordinating 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
Overseeing 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 affiliates
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. Actively participate in request for proposals to pursue additional clients/services for the firm
Participates with other service line leadership in developing tax service market positioning and branding, strategy, and messaging
Invest in your professional development individually and through participation in firm wide learning and development programs
Support the growth and development of team members, helping associates meet their professional goals along with proactively supporting the recruitment efforts of future team members
Recruit, develop, lead and retain team members, setting overall direction/strategy
Demonstrate leadership, initiative, excellent team skills, and high ethical standards
Represents the firm at key community events, firm functions, and other meetings
Qualifications
Bachelor's Degree required, Masters or advanced degree desirable
CPA required
Eleven (11)+ years' experience providing tax compliance and consulting services in a professional service firm
Five (5)+ years' of supervisory experience, mentoring and counseling associates
Experience working with financial institution clients
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
