Tax Principal - Technology and Life Science Industries

Baker Tilly•San Jose, CA

1d•Onsite

About The Position

Baker Tilly is a leading advisory, tax and assurance firm. This role is for a Federal Tax Partner in our Silicon Valley/San Jose or San Francisco office. The individual will be a valued business advisor delivering industry-focused tax advisory and compliance services to the technology and/or life science industries. 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 working with entrepreneurial partners.

Requirements

Bachelor's Degree required
CPA or JD required or Enrolled Agent
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

Responsibilities

Be a trusted leader of Baker Tilly’s tax services, providing federal tax compliance and consulting services to technology and/or life science industries.
Be 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, 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, 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.