Bachelor's Degree required; Master's or advanced degree desirable.
CPA or JD required or Enrolled Agent certification.
15+ years of federal tax compliance and consulting experience, particularly with real estate clients.
Proven success in business development and client relationship management.
5+ years of supervisory or mentorship experience in a professional setting.
Strong management, analytical, and communication skills.
Advanced proficiency in software and Microsoft Suite; willingness to travel as needed.
Responsibilities
Lead federal tax compliance and consulting services for real estate clients.
Act as a trusted tax advisor for a diverse client range, from middle market to multinational.
Conduct research and respond to tax authority inquiries, making informed recommendations.
Coordinate with specialty tax practices on complex tax issues.
Oversee tax planning for federal and individual clients, reviewing complex transactions.
Manage client engagement logistics, ensuring profitability and client satisfaction.
Invest in personal and team professional development, promoting growth and recruitment.
Benefits
Opportunity to work with one of the fastest growing CPA firms in the nation.
Influence the firm's direction and growth in the real estate sector.
Collaborative environment with firm leadership and associates.
Continuous learning and training programs for career advancement.
Participate in community events and firm functions to enhance networking.
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
