Tax Principal, Private Equity

Baker Tilly Advisory Group, LP; San Francisco (CA); On-site; USD 250,000 - 500,000; Full time

Job summary

Baker Tilly Advisory Group, LP, a leading advisory and tax firm, seeks a Federal Tax Partner to leverage deep expertise serving Private Equity and real estate clients. You will mentor staff, lead client relationships, and collaborate with firm leadership to grow the business, delivering sophisticated tax advisory and compliance services.

You will work with entrepreneurial partners across a broad client base, leading complex projects and contributing to the growth strategy while maintaining the

Qualifications

• Fifteen (15+) years’ experience providing federal tax compliance and consulting in a professional services firm
• Proven success in building out a book of business
• Five (5)+ years of supervisory experience, mentoring and counseling associates
• Ability to lead and supervise others and maintain high ethical standards
• Strong analytical, organizational and communication skills

Responsibilities

• Lead client relationships on day-to-day tax matters for middle market to multinational clients
• Consult on corporate and flow-through taxation, accounting methods, and ASC 740
• Research tax matters and respond to IRS inquiries with actionable recommendations
• Coordinate with specialty tax practices on state/local, international, credits and incentives
• Oversee federal and individual tax planning and complex research
• Drive process improvements and client profitability while mentoring staff
• Develop new business and participate in proposals to grow the firm
• Represent the firm at events and support recruitment and development of the team

Skills

Tax expertise

Client relationships

Leadership

Mentoring

Tax research

Business development

Project management

Communication skills

Supervisory experience

Networking

Education

Bachelor’s Degree

Masters degree desirable

CPA or JD

Tools

ASC 740

Microsoft Office

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.

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.

What you will do

• 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.

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
• Must be willing to travel as needed to clients nationally, and to our other Baker Tilly Offices.

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.