Baker Tilly

Tax Principal, Private Equity

Baker Tilly$150K — $200K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree required, Master's or advanced degree desirable
  • CPA or JD required
  • 15+ years of experience in federal tax compliance and consulting services in a professional services firm, with a focus on real estate clients
  • Proven track record of building a book of business
  • 5+ years of supervisory experience mentoring and counseling associates

Responsibilities

  • Lead federal tax compliance and consulting services for construction and real estate clients
  • Act as a trusted tax business advisor, managing client relationships on various tax matters
  • Consult on corporate and flow-through taxation, accounting methods, and ASC740
  • Research tax matters and respond to inquiries from IRS and other tax authorities
  • Oversee tax-planning responsibilities for federal and individual clients
  • Provide recommendations for business and process improvement based on client's operations
  • Network and leverage entrepreneurial skills to acquire new clients and projects

Benefits

  • Ownership experience in a fast-growing firm
  • Opportunity for professional growth and development
  • Participation in firm-wide learning programs
  • Support for recruitment efforts
  • Leadership role in a collaborative environment
Full Job Description
Job Description:

Are you looking to join an entrepreneurial firm that is one of the fastest-growing in the US? Are you inspired to lead people and make a difference for your clients?

If yes, consider joining Baker Tilly (BT) as a Federal Tax Partner in our National Private Equity Tax Practice. You will be a valued business advisor delivering industry-focused tax advisory and compliance services to Private Equity Clients. You will work side by side with firm leadership and our associates to serve clients and build the business, directly impacting 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, working with Private Equity clients

You are excited about the world of real estate and have strong technical expertise servicing this industry

You want to work for a leading CPA advisory firm that is growing, which means more opportunities

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 construction and real estate 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 and flow-through taxation, accounting methods, and ASC740

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, reviewing complex tax research on a wide range of tax issues related to business transactions for a variety of entities and their affiliates

Providing recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectives

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 requests 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

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 or JD required

Fifteen (15+) years' experience providing federal tax compliance and consulting services in a professional services firm, working with real estate clients; relevant industry experience is considered

Proven success in building out a book of business

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

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

Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning 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

Must be willing to travel as needed to clients nationally, and to our other Baker Tilly Offices

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