Tax Principal - Life Sciences

Baker Tilly•Irvine, CA

About The Position

Baker Tilly is seeking a Tax Principal for their Life Sciences Industry practice, focusing on growing the New England market. This is a growth-driven role ideal for a market-facing leader passionate about building client relationships, expanding the Life Sciences footprint, and driving new business opportunities. The role involves serving as a valued business advisor, delivering industry-focused tax advisory and compliance services to middle-market clients. The individual will work alongside firm leadership and associates to serve clients and build the business, making a direct impact on the firm's success. This role also includes mentoring and coaching staff, developing their technical and professional skills. Baker Tilly is described as one of the fastest-growing firms in the nation, offering an entrepreneurial ownership experience.

Requirements

Bachelor's Degree required.
CPA or JD required.
Fifteen (15)+ years’ experience providing federal tax compliance and consulting services in a professional services firm, relevant industry experience is considered.
Five (5)+ years’ of supervisory experience, mentoring and counseling associates.
Demonstrated management, analytical, organization, interpersonal, project management, and communication skills.
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
Highly developed software and Microsoft Suite skills.

Nice To Haves

Masters or advanced degree desirable.
Expert in tax for the Life Sciences industry.
Knowledge of the Southern California market.

Responsibilities

Be a trusted leader of Baker Tilly’s tax services, providing federal tax compliance and consulting services to commercial clients.
Serve as a valued tax business advisor, leading client relationships on day-to-day tax matters with various clients ranging from middle market to multinational.
Consult on technical matters and special projects in various areas of corporate and flow-through taxation, accounting methods, and ASC740.
Research various tax matters, respond to IRS and other tax authority inquiries, and make recommendations to the client for consideration.
Coordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development, along with credits and incentives areas.
Oversee tax-planning responsibilities for federal and individual clients, reviewing complex tax research on a wide range of tax issues related to business transactions for a variety of entities and their affiliates.
Provide recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectives.
Manage client engagement staffing, billings/collections, and ensure client profitability targets are met.
Utilize entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue.
Actively participate in requests for proposals to pursue additional clients/services for the firm.
Participate with other service line leadership in developing tax service market positioning and branding, strategy, and messaging.
Invest in professional development individually and through participation in firm-wide learning and development programs.
Support the growth and development of team members, helping associates meet their professional goals, along with proactively supporting the recruitment efforts of future team members.
Demonstrate leadership, initiative, excellent team skills, and high ethical standards.
Represent the firm at key community events, firm functions, and other meetings.