PE Fund Level Tax Principal

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.  

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Job Description:

Private Equity Fund Level Tax Principal

Responsibilities

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 Partner in our Private Equity Practice!  Be a valued business advisor delivering industry-focused tax advisory and compliance services to Private Equity firms.  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 Private Equity clients, advising them on tax structure at the fund-level, as well as fund-level tax compliance work

• 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 Private Equity clients positively impacting your clients through:

• 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 Private Equity clients structuring fund-level tax strategies 

• 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