Tax Principal - Technology Industry

Baker Tilly•San Francisco, CA

About The Position

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers. 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. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms. This role is for a Tax Principal focused on growing the Northern California Technology Industry market. The position involves being a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients, working alongside firm leadership and associates. The role also includes mentoring and coaching staff, utilizing expertise to develop their technical and professional skills. As one of the fastest growing firms in the nation, Baker Tilly offers an ownership experience working with entrepreneurial partners. The ideal candidate is an expert in tax and understands the Northern California Technology Industry market, wants to make an impact, and desires to work for a leading, growing CPA advisory firm. The role emphasizes contributing to team professional growth and continued development.

Requirements

Bachelor's Degree required
CPA, JD or EA 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, 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
Experience providing corporate tax services to the Technology Industry preferred

Responsibilities

Be a trusted leader of Baker Tilly’s tax services providing federal tax compliance and consulting services to commercial 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 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 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.
Demonstrate leadership, initiative, excellent team skills, and high ethical standards.
Represent the firm at key community events, firm functions, and other meetings.