Tax Principal – Life Sciences

Jobtailor; Irvine (CA); On-site; USD 180,000 - 320,000; Full time

Job summary

Baker Tilly in Irvine seeks a senior tax leader to drive federal tax compliance and consulting for commercial clients, including middle-market to multinational engagements.

You will mentor teams, manage client relationships, and coordinate with specialty practices to optimize planning and profitability while delivering timely, quality service.

Qualifications

• Bachelor's degree required
• CPA or JD required
• 15+ years’ federal tax compliance/consulting experience in a professional services firm
• 5+ years’ supervisory experience mentoring and counseling
• Strong analytical, organizational and communication skills
• Commitment to client service and ethics
• Proficiency in Microsoft Office and tax software

Responsibilities

• Lead tax services for federal compliance and consulting for commercial clients
• Oversee day-to-day client relationships on tax matters for middle-market to multinational clients
• Consult on corporate and flow-through taxation, accounting methods, and ASC 740
• Research tax matters, respond to IRS inquiries, and make client recommendations
• Coordinate with specialty tax practices on state/local, international, credits and incentives matters
• Oversee tax planning for federal and individual clients
• Review complex tax research on business transactions for various entities and affiliates
• Recommend business and process improvements based on client operations and objectives
• Manage engagement staffing, billings, collections, and client profitability targets
• Network to acquire clients, projects, and revenue; participate in proposals

Skills

Client relationship management

Supervisory experience

Tax research

ASC 740

Corporate taxation

Federal tax compliance

Mentoring

Communication

Project management

Ethics knowledge

Education

CPA

JD

Tools

Microsoft Suite

Tax Software

Job description

Responsibilities

• Lead Baker Tilly’s tax services, providing federal tax compliance and consulting services to commercial clients
• Lead day-to-day client relationships on tax matters for middle-market to multinational clients
• Consult on corporate and flow-through taxation, accounting methods, and ASC 740
• Research tax matters, respond to IRS and other tax authority inquiries, and make client recommendations
• Coordinate with specialty tax practices on state and local, high net worth, international, research and development, credits, and incentives matters
• Oversee tax planning for federal and individual clients
• Review complex tax research concerning business transactions for various entities and affiliates
• Recommend business and process improvements based on client operations, processes, and objectives
• Manage engagement staffing, billings, collections, and client profitability targets
• Network and build internal and external relationships to acquire clients, projects, and revenue
• Participate in requests for proposals and develop tax service market positioning, branding, strategy, and messaging
• Mentor and coach associates and support recruitment efforts
• Represent the firm at community events, firm functions, and meetings

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; relevant industry experience is considered
• Five (5)+ years’ supervisory experience, mentoring and counseling associates
• Demonstrated management, analytical, organization, interpersonal, project management, and communication skills
• Ability to lead and supervise others
• Ability to provide exceptional client service
• Commitment to continuous learning and staying current regarding applicable strategies
• Appropriate ethical knowledge and commitment
• Sense of urgency and commitment to quality and timely completion of projects
• Highly developed software and Microsoft Suite skills

Core Competencies

Expertise in federal tax compliance and consulting, with a strong focus on corporate and flow-through taxation, ASC 740, and client relationship management. Proven ability to lead teams, mentor associates, and drive business improvements while ensuring exceptional client service.

Highest-signal resume keywords

• Federal Tax Compliance
• Corporate Taxation
• ASC 740
• Client Relationship Management
• Supervisory Experience

Hard Skills

• Tax Consulting
• Tax Research
• Tax Planning
• Business Process Improvement
• Engagement Management

Soft Skills

• Analytical Skills
• Interpersonal Skills
• Project Management
• Communication Skills
• Mentoring

Certifications & Qualifications

• CPA
• JD

Industry Keywords

• Professional Services
• Middle-Market Clients
• Multinational Clients
• IRS Inquiries
• High Net Worth Taxation

Tools & Technologies

• Microsoft Suite
• Tax Software