Tax Principal, Corporate

Baker Tilly•Milwaukee, WI

About The Position

Baker Tilly is seeking a tax leader to help grow its Milwaukee market and lead corporate tax services. The role provides federal tax compliance and consulting services to middle-market and multinational corporate clients, while building client relationships and contributing to the firm’s growth. The position works alongside firm leadership and associates and includes mentoring and coaching team members, managing client engagements, and representing the firm in the community. The posting describes the role as a Tax Partner focused on growing the Milwaukee market.

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 overall picture and details.
Appropriate ethical knowledge and commitment.
Sense of urgency and commitment to quality and timely project completion.
Highly developed software and Microsoft Suite skills.

Nice To Haves

Master’s or other advanced degree.
Knowledge of the Milwaukee market and experience helping grow the area.

Responsibilities

Provide federal tax compliance and consulting services to corporate clients.
Lead day-to-day tax 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 recommend courses of action to clients.
Coordinate with specialty tax practices on state and local tax, high-net-worth, international, research and development, and credits and incentives matters.
Oversee tax planning for federal and individual clients and review complex tax research involving business transactions and related entities.
Recommend business and process improvements based on clients’ operations, processes, and objectives.
Manage engagement staffing, billing and collections, and client profitability targets.
Network and build internal and external relationships to develop new clients, projects, and revenue.
Participate in requests for proposals to pursue additional clients and services.
Work with service-line leadership to develop tax-service positioning, branding, strategy, and messaging.
Pursue professional development, including through firm-wide learning and development programs.
Support team members’ growth through the Baker Tilly Care and Teach philosophy and support recruitment efforts.
Demonstrate leadership, initiative, teamwork, and high ethical standards.
Represent the firm at community events, firm functions, and other meetings.