Tax Principal, Real Estate

Baker Tilly • New York, NY

3d

About The Position

Baker Tilly is seeking an entrepreneurial and driven individual to join their team as a Real Estate Tax Principal, leading the New York market/team and contributing to the National Real Estate Practice. This role involves being a valued business advisor, delivering industry-focused tax advisory and compliance services to real estate clients. The position requires leadership in serving clients, building the business, and mentoring a team of talented staff. As one of the fastest-growing firms in the nation, Baker Tilly offers 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 in the New York/tri-state area
• Five (5)+ years’ of supervisory experience, mentoring and counseling associates
• Must be local to New York Market
• Demonstrated management, analytical, organization, interpersonal, project management, 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.

Nice To Haves

• Masters or advanced degree desirable
• Expert in partnership tax
• Strong technical expertise servicing the real estate industry

Responsibilities

• Be a trusted leader of Baker Tilly’s tax services providing federal tax compliance and consulting services to construction and real estate clients.
• Act 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 state and local, high net worth, international, research and development, and credits and incentives areas.
• Oversee tax-planning responsibilities for federal and individual clients, and review 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, and proactively supporting recruitment efforts of future team members.

Benefits

• Genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers
• Opportunity to lead the Real Estate team for New York
• Leadership role in National Real Estate Practice
• Valued business advisor role
• Work side-by-side with firm leadership and associates
• Direct impact on the firm’s success
• Valued mentor and coach
• Amazing ownership experience
• Endless opportunities for professional growth and development

What This Job Offers

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