About this role
Join Baker Tilly as a Tax Principal in our Private Equity Practice. You will lead tax advisory and compliance services for Private Equity funds, working alongside firm leadership to serve clients and drive the business forward. You’ll mentor a talented staff, helping them develop technical and professional skills in a fast-growing, entrepreneurial firm that offers significant ownership opportunities.
Lead federal tax compliance and consulting services for Private Equity clients, including fund-level tax structure and fund-level tax compliance. Manage day-to-day client relationships on tax matters across middle market to multinational clients. Research tax issues, respond to IRS and other tax authority inquiries, and provide recommendations. Coordinate with specialty tax practices on state and local, international, credits and incentives, and other complex matters. Oversee tax planning for federal and individual clients; review complex tax research related to business transactions. Manage client engagement staffing, billing/collections, and ensure profitability targets. Leverage entrepreneurial skills to network and win new clients and projects; participate in proposals. Collaborate with service line leadership on market positioning, branding, strategy, and messaging. Invest in your professional development and mentor team members; support recruitment. Represent the firm at community events and industry forums.
Expertise in tax provisioning, tax compliance and tax consulting for Private Equity clients, advising on fund-level tax structure and related compliance. Strong leadership, client relationship management, and ability to grow the business; entrepreneurial, client-driven mindset. Experience with tax research, FAS 109 and FIN 48, and cross-border/state and local tax matters; ability to coordinate with specialty tax teams. CPA license and significant experience in public accounting/tax advisory; excellent communication and collaboration skills. Ability to develop staff and foster professional growth; track record of delivering profitable client engagements.