Tax Principal, Real Estate

Baker Tilly US; New York (NY); On-site; USD 150,000 - 250,000; Full time

Job summary

Baker Tilly US is looking for a Federal Tax Partner to join our National Real Estate Practice in New York. In this role, you will lead tax advisory services, focusing on compliance and consulting for real estate clients. You will mentor a talented team while driving significant business growth.

The right candidate has over 15 years of experience, a CPA or JD, and a strong ability to manage client relationships and build a book of business. Join us to make a meaningful impact in a dynamic firm.

Qualifications

• 15+ years of federal tax compliance and consulting experience in a professional services firm, specifically with real estate clients.
• Proven track record of building a book of business.
• 5+ years of supervisory experience, mentoring associates.

Responsibilities

• Lead the tax services and provide federal tax compliance and consulting services.
• Consult on corporate taxation, accounting methods, and flow-through taxation.
• Research tax matters and respond to IRS inquiries.
• Manage client engagement staffing, billing, and profitability.
• Support recruitment and development of team members.

Skills

Tax expertise with real estate clients

Leadership skills

Client relationship management

Analytical skills

Mentoring and coaching

Education

Bachelor's Degree

CPA or JD

Master's or advanced degree (desirable)

Tools

Microsoft Suite

Job description

Are you looking to join an entrepreneurial firm which 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 Real Estate Practice. You will be a valued business advisor delivering industry-focused tax advisory and compliance services to Real Estate 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, working with real estate 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 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 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, 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, 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 or Enrolled Agent
• 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, 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.