Tax Principal, Financial Services

Baker Tilly•New York City, NY

About The Position

Baker Tilly is seeking a Tax Principal for its New York Financial Services Practice. This role involves providing industry-focused tax advisory and compliance services to financial services clients, including banks and insurance companies. The Tax Principal will work with firm leadership and associates to serve clients and build the business, acting as a mentor and coach to staff. The firm emphasizes an entrepreneurial environment and opportunities for professional growth.

Requirements

Bachelor's Degree required
CPA required
Eleven (11)+ years’ experience providing tax compliance and consulting services in a professional service firm
Five (5)+ years’ of supervisory experience, mentoring and counseling associates
Experience working with financial institution clients
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
Highly developed software and Microsoft Suite skills

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 financial institution clients.
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 tax including FAS 109 and FIN 48.
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.
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 request 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.
Recruit, develop, lead and retain team members, setting overall direction/strategy.
Demonstrate leadership, initiative, excellent team skills, and high ethical standards.
Represent the firm at key community events, firm functions, and other meetings.