Tax Principal

About the Role Join Baker Tilly as a Tax Principal in our Commercial Services practice focused on the New York market. You will be a go-to tax expert, leading client relationships, delivering industry-focused tax advisory and compliance services to partnerships and large-scale closely-held businesses, and partnering with firm leadership to grow the business. You will mentor and coach staff and help develop their technical and professional skills, while contributing to the firm’s growth and ownership opportunities.

What You'll Do

• Be a trusted leader of Baker Tilly’s tax services, providing tax compliance and consulting to commercial clients and positively impacting clients.
• Lead day-to-day client relationships on tax matters across middle-market to multinational entities.
• Consult on technical matters and special projects in corporate and flow-through taxation, accounting methods, and ASC 740.
• Research tax matters, respond to IRS and other tax authority inquiries, and make recommendations to clients.
• Coordinate with specialty tax practices on complex matters in state/local, high net worth, international, R&D, credits and incentives.
• Oversee tax planning for federal and individual clients; review complex tax research on a wide range of tax issues.
• Provide recommendations for business and process improvements based on knowledge gained relative to the client's operations, processes, and business objectives.
• Manage client engagement staffing, billing/collections, and ensure client profitability targets are met.
• Leverage entrepreneurial skills to network and build relationships to win new business; participate in proposals to pursue new clients and services.
• Collaborate with service line leadership to develop market positioning, branding, strategy, and messaging.
• Invest in professional development and support the growth and development of team members; assist in recruiting future team members.
• Demonstrate leadership, initiative, strong teamwork, and high ethical standards.

What We're Looking For

• Deep expertise in tax with strong knowledge of the New York market; ability to grow a book of business.
• Experience providing tax advisory and compliance services to partnerships and closely-held businesses; ability to manage multiple client engagements.
• Proven ability to lead, mentor, and develop staff; strong communication and relationship-building skills.
• Ability to coordinate across tax specialties (state and local, international, credits and incentives) and manage complex tax issues.
• Strong research, analytical, and problem-solving skills; comfortable interacting with IRS and tax authorities.
• Entrepreneurial mindset with ability to network, pursue new opportunities, and contribute to proposals and business development.
• Commitment to professional development, teamwork, and firm values.