Tax Principal, Corporate

Baker Tilly; Milwaukee (WI); On-site; USD 220,000 - 320,000; Full time

Job summary

Baker Tilly in Milwaukee is seeking a Tax Partner focused on growing the Milwaukee market, delivering industry‑focused tax advisory and compliance services to middle market clients. You will work alongside firm leadership and staff to drive client service, build the business, and mentor teams.

Join a high-growth advisory firm where ownership opportunities and leadership development are central to the role, with a strong emphasis on client relationships and cross‑functional collaboration.

Qualifications

• Bachelor’s Degree required; Masters or advanced degree desirable.
• CPA or JD required.
• 11+ years’ tax compliance and consulting in a professional services firm.
• 5+ years’ supervisory experience.
• Strong leadership, analytical, organizational, interpersonal, project management, and communication skills.
• Proficient in Microsoft Office suite.

Responsibilities

• Lead Baker Tilly’s tax services providing federal tax compliance and consulting to corporate clients.
• Manage client relationships on day-to-day tax matters across middle market to multinational clients.
• Consult on corporate and flow-through taxation, ASC 740, and related matters.
• Research tax issues and respond to IRS inquiries with client recommendations.
• Coordinate with specialty tax practices on complex state/local, international, and credits matters.
• Oversee federal and individual tax planning for clients and review technical research.
• Recommend improvements to client operations and processes.
• Manage engagement staffing, billing, and profitability targets.
• Network to acquire new clients and participate in proposals for firm growth.
• Collaborate with service-line leadership on tax market positioning and branding.
• Support the development of staff and recruitment efforts.

Skills

Leadership

Mentoring

Client relationship management

Analytical thinking

Project management

Communication skills

Ethical standards

Education

Bachelor's degree

CPA or JD

Masters or advanced degree desirable

Tools

Microsoft Office / MS Excel

Job description

Overview

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 – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. 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 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 in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visitbakertilly.comor join the conversation onLinkedIn,FacebookandInstagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e‑mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (“search firm”) for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly’s Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

Responsibilities

Are you looking to join an entrepreneurial firm which is one of the fastest growing in the US - one where you will be the “go to” tax expert?

Are you inspired to lead a practice, lead people and make a difference for your clients?

If yes, consider joining Baker Tilly (BT) as a Tax Partner focused on growing the Milwaukee market! Be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. You will work side‑by‑side with firm leadership and our associates to serve clients and build the business, having a direct impact on the firm’s success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field.

You will enjoy this role if:

• You are an expert in tax and know the Milwaukee market and want to make an impact to help grow this area
• You want to work for a leading CPA advisory firm which is growing, growth means more opportunity
• You are passionate about contributing to your team’s professional growth and your continued development, creating endless opportunities now, for tomorrow

What you will do:

• Be a trusted leader of Baker Tilly’s tax services providing federal tax compliance and consulting services to corporate clients positively impacting your clients through:
• Being a valued tax business advisor, leading client relationships on day to day tax matters with various clients ranging from middle market to multinational
• Consulting on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740
• Researching various tax matters, responding to IRS and other tax authority inquiries, and making recommendations to the client for consideration
• Coordinating 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
• Overseeing 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
• Providing 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 your 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
• Participates with other service line leadership in developing tax service market positioning and branding, strategy, and messaging
• Invest in your professional development individually and through participation in firm wide learning and development programs
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, 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
• Represents the firm at key community events, firm functions, and other meetings

Qualifications

• Bachelor’s Degree required, Masters or advanced degree desirable
• CPA or JD required
• Eleven (11)+ 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