Tax Principal, Private Equity

Baker Tilly International; San Francisco (CA); On-site; USD 180,000 - 250,000; Full time

Job summary

Baker Tilly is seeking a Tax Principal for Private Equity in San Francisco to lead federal tax compliance and consulting for private equity and real estate clients, mentoring staff and coordinating with firm leadership.

You will manage client relationships, drive business development, oversee tax planning and ASC740 matters, and collaborate across service lines to deliver practical tax solutions. Travel to national clients as needed; CPA or JD required; 15+ years experience.

Qualifications

• Bachelor's Degree required; CPA or JD required.
• 15+ years in federal tax compliance for real estate clients.
• Proven book of business and leadership experience.
• Strong analytical, communication, and mentoring skills.

Responsibilities

• Lead federal tax compliance and consulting for private equity and real estate clients.
• Manage client relationships on day-to-day tax matters across middle market to multinational clients.
• Coordinate with specialty tax practices on state/local, credits, incentives, and tax research issues.
• Oversee tax planning and review complex tax research for various entities and their affiliates.
• Build business development and participate in RFPs to acquire new clients and projects.
• Mentor and develop staff, and contribute to firm-wide learning programs.

Skills

Leadership

Client relationships

Mentoring

Project management

Tax consulting

ASC 740 knowledge

Education

CPA

JD

Bachelor's Degree

Masters or advanced degree desirable

Tools

Microsoft Office

Job description

Tax Principal, Private Equity

Applylocations: USA CA San Francisco 50 Fremont St

time type: Full time

job requisition id: JR106757

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. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Job Description

Are you looking to join an entrepreneurial firm that is one of the fastest-growing in the US? Are you inspired to lead people and make a difference for your clients? If yes, consider joining Baker Tilly (BT) as a Federal Tax Partner in our National Private Equity Tax Practice. You will be a valued business advisor delivering industry-focused tax advisory and compliance services to Private Equity Clients. You will work side by side with firm leadership and our associates to serve clients and build the business, directly impacting 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, working with Private Equity clients You are excited about the world of real estate and have strong technical expertise servicing this industry You want to work for a leading CPA advisory firm that is growing, which means more opportunities You are passionate about contributing to your team’s professional growth and your continued development, creating endless opportunities now, for tomorrow

• Be a trusted leader of Baker Tilly’s tax services, providing federal tax compliance and consulting services to construction and real estate 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, reviewing 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 requests 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, 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
• Must be willing to travel as needed to clients nationally, and to our other Baker Tilly Offices

Qualifications

• Bachelor's Degree required, Masters or advanced degree desirable
• CPA or JD required
• 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

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.

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