Bachelor's Degree required, Master's or advanced degree desirable
CPA or JD required, or Enrolled Agent certification
15+ years of experience in federal tax compliance and consulting with real estate clients
Proven success in building out a book of business
5+ years of supervisory experience mentoring associates
Demonstrated skills in management, analytics, communication, and project management
Highly developed software and Microsoft Suite skills
Responsibilities
Lead federal tax compliance and consulting services for construction and real estate clients
Act as a tax business advisor managing client relationships and day-to-day tax matters
Consult on technical matters related to corporate taxation and accounting methods
Research tax matters, respond to inquiries, and make client recommendations
Oversee tax-planning for federal and individual clients, reviewing complex tax issues
Utilize entrepreneurial skills to build client relationships and acquire new business
Participate in developing tax service market positioning and branding strategies
Benefits
Opportunity to work with an entrepreneurial firm recognized as one of the fastest growing in the US
Experience direct influence on firm success and client relationships
Mentorship role fostering the development of associates' skills and careers
Access to firm-wide learning and development programs
Participation in key community events and firm functions
Collaborative work environment with entrepreneurial partners
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 people and make a difference for your clients? If yes, consider joining Baker Tilly (BT) as a Federal Tax Partner in our National Real Estate Practice. You will be a valued business advisor delivering industry-focused tax advisory and compliance services to Real Estate Clients. 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, working with real estate 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 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 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, review 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 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
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 or Enrolled Agent
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, 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
