Tax Principal, Private Equity

Baker Tilly US; San Francisco (CA); On-site; USD 150,000 - 250,000; Full time

Job summary

Baker Tilly US is seeking a Federal Tax Partner in California, responsible for advising private equity clients and leading a team. The role involves substantial client interaction, tax planning, and mentoring associates.

The ideal candidate will have 15+ years of experience in federal tax compliance, a CPA or JD, and a proven record of managing client relationships and building business. Travel may be required to various Baker Tilly offices.

Qualifications

• Fifteen (15+) years of experience in federal tax compliance and consulting.
• Five (5+) years of supervisory experience mentoring associates.
• Proven success in building and maintaining a book of business.

Responsibilities

• Lead client relationships and provide federal tax compliance and consulting services.
• Research tax issues and respond to IRS inquiries.
• Oversee tax-planning responsibilities and review complex tax research.

Skills

Federal tax compliance

Client relationship management

Analytical skills

Interpersonal skills

Project management

Microsoft Suite proficiency

Education

Bachelor’s degree

CPA or JD

Master’s or advanced degree

Job description

Overview

Baker Tilly is a leading advisory, tax, and assurance firm with a global presence in major U.S. regions and key international financial centers. We provide professional services through an alternative practice structure in compliance with the AICPA Code of Professional Conduct and applicable laws and regulations. Baker Tilly US, LLP is a licensed independent CPA firm offering attest services, while Baker Tilly Advisory Group, LP and its subsidiary entities deliver tax and business advisory services.

Job Description

Become a Federal Tax Partner in our National Private Equity Tax Practice. In this leadership role you will serve as a trusted advisor to private equity clients, build the business, mentor a team of associates, and directly impact firm success.

Responsibilities

• Lead client relationships and provide federal tax compliance and consulting services to construction and real estate clients.
• Consult on technical matters and special projects in corporate and flow‑through taxation, accounting methods, and ASC 740.
• Research tax issues, respond to IRS and other tax‑authority inquiries, and recommend solutions to clients.
• Coordinate with specialty tax practices on complex state, local, high‑net‑worth, international, research‑and‑development, credits, and incentives matters.
• Oversee tax‑planning responsibilities for federal and individual clients, reviewing complex research on business‑transaction tax issues.
• Recommend business and process improvements based on client operations and objectives.
• Manage client‑engagement staffing, billings, collections, and ensure profitability targets are met.
• Build internal and external relationships to acquire new clients, projects, and revenue, and participate in RFPs.
• Work with service‑line leadership to develop market positioning, branding, strategy, and messaging.
• Invest in personal and firm‑wide professional development.
• Support team growth by coaching associates and recruiting future talent.
• Demonstrate leadership, initiative, strong teamwork, and high ethical standards.
• Represent the firm at community events and other meetings.

Qualifications

• Bachelor’s degree required; master’s or advanced degree desirable.
• CPA or JD required.
• Fifteen (15+) years’ experience in federal tax compliance and consulting, preferably with real‑estate clients.
• Proven success building and maintaining a book of business.
• Five (5+) years of supervisory experience mentoring associates.
• Demonstrated management, analytical, organization, interpersonal, project‑management, and communication skills.
• Ability to lead and supervise, provide exceptional client service, and stay current on tax strategy.
• Highly developed software and Microsoft Suite skills.
• Willingness to travel nationally and to other Baker Tilly offices.

Equal‑Opportunity Statement

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, protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state, or local law.