Bachelor's Degree required, Masters or advanced degree desirable
CPA or JD required
15+ years of experience in federal tax compliance and consulting for real estate clients
5+ years of supervisory experience mentoring associates
Must be local to the New York market
Demonstrated management and analytical skills with strong interpersonal abilities
Responsibilities
Lead tax services for construction and real estate clients, ensuring compliance and advisory excellence
Manage day-to-day client relationships for a diverse range of clients
Consult on technical tax matters and special projects across various taxation areas
Conduct research on various tax issues and provide recommendations to clients
Oversee complex tax planning for federal and individual clients
Utilize entrepreneurial skills to advance client acquisition and revenue growth
Support team members' professional development and actively recruit future talent
Benefits
Opportunity for personal growth in a rapidly expanding CPA advisory firm
Ownership experience and collaboration with entrepreneurial partners
Access to firm-wide learning and development programs
Mentorship role to develop new talent within the organization
Flexibility associated with leading a growing team in a major market
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? Lead the Real Estate team for New York!
If yes, consider joining Baker Tilly (BT) as a Real Estate Tax Principal leading the New York market/team! You will also be a leader in our National Real Estate Practice! 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 partnership tax
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
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 in the New York/tri-state area
Five (5)+ years' of supervisory experience, mentoring and counseling associates
Must be local to New York Market
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.
