About this role
Job title: Tax Principal, Private Equity
About the Role Join Baker Tilly as a Tax Principal, Private Equity, a senior leader responsible for federal tax advisory and compliance for Private Equity clients within the National Private Equity Tax Practice. You will partner with firm leadership to deliver industry-focused tax services, mentor staff, and help grow client relationships and the business.
What You'll Do
- Lead federal tax compliance and consulting services for construction and real estate clients, positively impacting clients through your tax leadership.
- Act as a trusted advisor, managing day-to-day client relationships on tax matters across middle-market to multinational engagements.
- Advise 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 client recommendations.
- Coordinate with specialty tax practices on complex state/local, high-net-worth, international, R&D, credits and incentives issues.
- Oversee federal and individual tax planning, review tax research on diverse business transactions for various entities and their affiliates.
- Identify and implement business/process improvements based on clients' operations and objectives.
- Manage engagement staffing, billing/collections, and ensure client profitability targets are met.
- Use entrepreneurial skills to network and build relationships to win new clients, projects, and revenue; actively participate in proposals.
- Collaborate with other service-line leaders on market positioning, strategy, and messaging.
- Invest in your professional development and support the growth and recruitment of team members.
- Demonstrate leadership, initiative, teamwork, and high ethical standards.