Tax Principal - Technology Industry

Baker Tilly US; California (MO); On-site; USD 180,000 - 280,000; Full time

Job summary

Baker Tilly US is seeking a Tax Principal focused on growing the Northern California Technology Industry market. You will lead federal tax compliance and advisory services for middle-market to multinational clients, mentoring staff and partnering with firm leadership to drive growth.

This role requires deep technical tax knowledge, extensive leadership experience, and a track record of building client relationships. The position offers an ownership pathway within a dynamic, entrepreneurial firm.

Qualifications

• Bachelor's Degree required; Masters or advanced degree desirable.
• CPA, JD or EA required.
• 15+ years of federal tax compliance/consulting in professional services.
• Experience with corporate tax in the Technology Industry preferred.
• 5+ years of supervisory/mentoring experience.
• Strong leadership, analytical, organizational and communication skills.
• Proficiency in MS Office and tax software.

Responsibilities

• Lead federal tax compliance and advisory for commercial clients from middle market to multinational.
• Manage client relationships and day-to-day tax matters.
• Consult on corporate and flow-through taxation, ASC 740 and related areas.
• Research tax matters, respond to IRS inquiries, and make client recommendations.
• Coordinate with specialty tax practices on complex matters including state/local, international, and credits.
• Oversee tax planning for federal and individual clients and review research.
• Drive business development, client engagement staffing, and profitability targets.
• Help recruit and mentor staff and participate in firm leadership and branding.

Skills

Tax expertise

Leadership

Client management

Business development

Education

Bachelor's degree

Masters or advanced degree desirable

Tools

Microsoft Office

Tax software

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.

Overview

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.

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

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.

Responsibilities

Job Description: Are you looking to join an entrepreneurial firm which is one of the fastest growing in the US - one where you will be the "go to" tax expert? Are you inspired to lead a practice, lead people and make a difference for your clients? If yes, consider joining Baker Tilly (BT) as a Tax Principal focused on growing the Northern California Technology Industry market! Be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market 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 and know the Northern California Technology Industry market and want to make an impact to help grow this area
• 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 commercial 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, JD or EA required.
• Fifteen (15)+ years’ experience providing federal tax compliance and consulting services in a professional services firm, relevant industry experience is considered.
• Experience providing corporate tax services to the Technology Industry preferred.
• 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 in order 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.