Tax Principal, Private Equity

Baker Tilly•San Francisco, CA

About The Position

Baker Tilly is a leading advisory, tax and assurance firm. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International. This role is for a Federal Tax Partner in Baker Tilly's National Private Equity Tax Practice. The individual will serve as a valued business advisor delivering industry-focused tax advisory and compliance services to Private Equity Clients. They will work with firm leadership and associates to serve clients and build the business, directly impacting the firm’s success. The role also involves 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 ownership experience with entrepreneurial partners.

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, working with real estate clients; relevant industry experience is considered
Proven success in building out a book of business
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 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
Must be willing to travel as needed to clients nationally, and to our other Baker Tilly Offices

Nice To Haves

Masters or advanced degree desirable
You are excited about the world of real estate and have strong technical expertise servicing this industry
You are passionate about contributing to your team’s professional growth and your continued development, creating endless opportunities now, for tomorrow

Responsibilities

Be a trusted leader of Baker Tilly’s tax services, providing federal tax compliance and consulting services to construction and real estate 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.