Tax Principal, Financial Services

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. 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.

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.

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 a practice, lead people and make a difference for your clients? If yes, consider joining Baker Tilly (BT) as a Tax Principal in our New York Financial Services Practice! Be a valued business advisor delivering industry-focused tax advisory and compliance services to the financial services industry to include banks and insurance companies. 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 provisioning, tax compliance and tax consulting specifically with financial institution clients
• 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 financial institution 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 tax including FAS 109 and FIN 48
• 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
• 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
• Recruit, develop, lead and retain team members, setting overall direction/strategy
• 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 required
• Eleven (11)+ years’ experience providing tax compliance and consulting services in a professional service firm
• Five (5)+ years’ of supervisory experience, mentoring and counseling associates
• Experience working with financial institution clients
• 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

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. If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the “Contact Us” feature on our Careers page. A member of our People Solutions team will follow up with you to discuss your specific needs.