Tax Principal, Corporate

Baker Tilly • Milwaukee, WI

1d

About The Position

Baker Tilly is hiring a tax leader to grow its Milwaukee market and provide federal tax compliance and consulting services to corporate clients. The role serves middle-market through multinational clients and works alongside firm leadership and associates to build the business and deliver industry-focused tax advisory and compliance services. The position includes leading client relationships, developing staff, and contributing to the firm’s growth and success.

The role also involves managing engagement staffing, billing, collections, and profitability; building internal and external relationships to develop new business; contributing to tax service strategy and market positioning; and representing the firm at community and firm events. The job posting refers to the position as a Tax Partner in its description, though the stated job title is Tax Principal, Corporate.

Requirements

• Bachelor’s degree required.
• CPA or JD required.
• Eleven or more years of experience providing federal tax compliance and consulting services in a professional services firm; relevant industry experience is considered.
• Five or more years of supervisory experience, including mentoring and counseling associates.
• Demonstrated management, analytical, organizational, interpersonal, project management, and communication skills.
• Ability to lead and supervise others and provide exceptional client service.
• Commitment to continuous learning and staying current on applicable strategies.
• Ability to see both the big picture and details, demonstrate appropriate ethical knowledge and commitment, and ensure timely, high-quality project completion.
• Highly developed software and Microsoft Suite skills.

Nice To Haves

• Master’s or advanced degree desirable.

Responsibilities

• Provide federal tax compliance and consulting services to corporate clients.
• Lead day-to-day client relationships and advise clients on tax matters.
• Consult on technical matters and special projects involving 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 state and local, high-net-worth, international, research and development, credits, and incentives matters.
• Oversee tax-planning responsibilities for federal and individual clients and review complex tax research related to business transactions for entities and their affiliates.
• Recommend business and process improvements based on clients’ operations, processes, and business objectives.
• Manage client engagement staffing, billing, and collections, and ensure client profitability targets are met.
• Network and build internal and external relationships to acquire new clients, projects, and revenue; participate in requests for proposals.
• Work with other service-line leaders to develop tax service market positioning, branding, strategy, and messaging.
• Pursue professional development through individual learning and firm-wide programs.
• Support team members’ growth through the Baker Tilly Care and Teach philosophy, help associates meet professional goals, and support recruitment.
• Demonstrate leadership, initiative, teamwork, and high ethical standards.
• Represent the firm at community events, firm functions, and other meetings.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior